Bonds/Interest Rates

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

Wall Street recovered to a positive close after a weak GDP result sparked early selling. Dow up 8.

A snapshot of economist responses to today’s March quarter capex result, which indicated the upcoming capex surge will be greater than assumed but slightly later in its timing. RBA reprieve?

Commonwealth Bank analysts fear ECB resistance to Greek restructuring will mean more euro weakness ahead of any resolution. Australian stocks are indirectly exposed.

Goldman Sachs’ call was still resonating last night as oil and metals continued their rally. Dow up 35.

Oil price upgrades from both Goldman Sachs and Morgan Stanley were about the only highlight in an otherwise choppy session. Dow down 25.

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

A strong session overnight for stocks and commodities must be taken in the context of accurate interpretation of the Fed minutes. Dow up 80.

Forget the data and follow the history of RBA language. It now points to a rate rise next month.

Barclays Capital outlines its view that Greek restructuring is inevitable and discusses the possible impacts.