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Rudi On Thursday
Oct 25 2006
Weekly musings from your editor.
Macquarie Warns of ’87 Deja-Vu
Oct 25 2006
When was the last takeover frenzy? When were banks last climbing over each other to lend? When was the last big media consolidation? Answer: 1986.
Wall Street Profits
Oct 24 2006
The dollar is up, the oil price is down, profits continue to surprise and Wall Street is lovin’ it.
Aussie Dollar Tipped To Gain On Greenback, Yen
Oct 23 2006
ANZ Bank expects the Australian dollar will strengthen against the yen and US dollar as inflation data due this week is likely to support a further increase in interest rates.
Peely’s POV: All The Way With FXJ
Oct 23 2006
Fairfax is the jewel in the crown of Australian media, and brokers do not think valuation multiples will stand in the way of a bidding war.
The Week Ahead: It’s Inflation Time
Oct 23 2006
This week sees the release of inflation data in Australia and New Zealand, with a rate decision to be announced in NZ on Thursday, and in the US on Wednesday night. T3 is open to retailers today as well.
Confused Wall Street Stumbles Over The Line
Oct 20 2006
The Dow closed above 12,000 for the first time last night as profit season took the limelight from otherwise confusing economic data.
Rudi on Thursday
Oct 18 2006
Weekly musings from your editor.
Russian Buying To Support Japanese Yen
Oct 17 2006
News the Russian Central Bank is to buy yen to diversify its foreign reserves is likely to be a positive for the Japanese currency.
US Dollar – The Bullish View
Oct 17 2006
SVB Financial Group and Credit Suisse expects further US dollar strength in coming months as market conditions remain supportive.
