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All The Leaves Are Brown
Aug 15 2008
There’s no point in dreamin’. California is broke, the budget is frozen, and the Governator must be wondering whether he’ll be back…for another term.
Rudi On Thursday
Aug 13 2008
Weekly musings by your editor. It’s the time of many new beginnings: a correction for commodities, a global economic slowdown, falling interest rates and… prospects for better times ahead?
Guess Who’s Buying The US Dollar
Aug 12 2008
The US dollar has shocked the world with a dramatic bounce. Could China have something to do with it?
The Week Ahead: Australian Banks And Global Growth
Aug 11 2008
As reporting season begins to speed up, where will company profits take us post RBA economic policy statement?
Synchronised Rate Cuts Across The Tasman
Aug 07 2008
TD Waterhouse sees a flood of rate cuts in both New Zealand and Australia in the year ahead.
Rudi On Thursday
Aug 06 2008
Weekly musings from your editor. Improving fundamentals. Banks and price targets. And one special mentioning. Who said bear markets are boring?
The Week Ahead: Decisions, Decisions
Aug 03 2008
Australia, the US, Europe and UK all make rate decisions this week. Australia awaits the monthly employment data.
Tough Decisions To Make In Europe, As Everywhere Else
Aug 01 2008
Inflation rose to a 16-year high in July in Europe, and unemployment increased for the first time in three years.
Rudi On Thursday
Jul 30 2008
Weekly musings by your editor. Why do we so often forget to pay attention to the wider context?
If Oz Rates Come Down, So Too Will The Aussie Dollar
Jul 29 2008
According to GaveKal the Aussie dollar’s strength has been due to its attraction in the carry trade but if rates come down as the economy slows the currency is likely to tumble.
