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Non US Dollar-Denominated Bonds Take Over
Apr 11 2007
For the first time since Lehman Bros started keeping records, foreign currency denominated bond issues will exceed US dollar issues.
The Week Ahead: Now For Some Numbers
Apr 10 2007
As the focus swings to betting on a May rate rise in Australia, housing finance and employment data will be closely scrutinised this week.
Rudi On Thursday
Apr 04 2007
Weekly musings from your editor.
The Week Ahead: Rate Rise Unlikely
Apr 02 2007
The futures market is hedging its bets, but economists are leaning towards more observation rather than action from the RBA this week. Investors are likely to closely watch any developments in renewed trade tensions between the US and China.
Just When Wall Street Thought It Was Safe…
Mar 29 2007
Inflation is back. Or at least the fear thereof. A surging oil price and some disappointing economic data put the sweepers through the Street last night.
Rudi On Thursday
Mar 28 2007
Weekly musings from your editor.
Global Markets Quick To Shrug Off Recent Correction
Mar 27 2007
Commonwealth Bank’s March Quarter Perspectives report shows global markets are back almost to all-time highs, but value is still apparent based on historical comparisons.
Asset Managers – Or Just Plain Losers ?
Mar 26 2007
Union Bancaire Privée’s Tim Price on modern funds management and (some) of its challenges.
Fair Value For Aussie Dollar Around US90c
Mar 23 2007
Westpac Bank estimates the Australian dollar has been undervalued against the US dollar since early 2005, with fair value currently closer to US90c than US80c.
The Five Words That Excited Wall Street
Mar 22 2007
US equity markets rallied strongly last night because of what the Fed didn’t say.
