Bonds/Interest Rates

Danske Bank has revised its foreign exchange assumptions, taking the view a mid-cycle slowdown would be supportive for the US dollar, the Japanese yen and the Swiss franc.

PFP Wealth’s Tim Price lines up a few hard truths for today’s investors.

Wall Street was shocked by a sharp jump in jobless claims, and further weak data conspired to send the Dow down 144.

After a flurry of activity yesterday, the tumbleweeds rolled through Wall Street last night. Dow up 9.

At around 2.6%, the yield on the US ten-year bond is now low enough to alarm global stock markets. The head of research at NAB addresses concerns.

A snapshot of economist responses to today’s Oz Wage Price Index for the June quarter, the smaller than expected increase suggesting wages are unlikely to pressure the RBA on rates in coming months.

The leading indicator from Westpac-MI suggests growth overall is slowing but should remain high in the months ahead.

Positive retail earnings, positive economic data and another big takeover offer in the agri space. Anyone would think we were in a bull market last night. Dow up 103.

The ANZ Bank has updated its views on Australian property markets, forecasting low single digit housing price growth in 2011 and mixed conditions in commercial property markets.

There were no surprises in the RBA minutes, with healthy domestic growth offset by low inflation and ongoing global uncertainty.