Another slump in US equities on Friday night means volatility remains high on equity markets but CBA suggests slow progress is being made towards greater stability.
It’s CPI week for both the US and EU while there’s enough data in Australia to make life interesting as well.
Weekly musings from your editor. Are commodities more driven by investors, the US dollar or supply-demand dynamics? An analysis to try to find the answer.
Management of Telecom NZ is likely to issue a profit warning on Thursday, analysts suggest.
The state of the Australian economy will be clearer this week following, balance of trade, job ads, business and consumer sentiment and employment data.
Morgan Stanley sees evidence major economies are re-coupling to the US economy and this has implications for growth going forward.
Weekly musings by your editor. Not every sold down stock is a steal, take fund and wealth managers as an example.
As its previous targets for the US dollar against the euro and the yen have been attained Danske Bank has reviewed the outlook for currency markets and concludes further US dollar weakness is likely.
Citigroup’s US analysts report on why they see Lehman Bros as a screaming Buy and not a solvency Sell.
Barclays Capital’s latest analysis of seasonal trends shows equity prices traditionally do well in April, the Aussie market especially, while the Kiwi dollar also generally strengthens.