We first highlighted the improvement in Chinese house prices in November last year (see our note titled “Chinese house prices stabilise, western provinces capture our [...]
Australia added 71,500 jobs in February compared with market estimates of 9,000. We haven’t seen a miss this big in a long time. Economists need [...]
In late February we highlighted March 14 as key to the Aussie dollar’s direction, saying the RBA would probably hold in March and await February [...]
Dr Copper continues to languish, last trading under US$3.50/lb with no real bounce in sight. The US$3.60-65/lb support range now seems out of sight. We [...]
BHP’s earnings matter. Not only is it the world’s largest mining company as measured by revenue, but its share size means it is a key [...]
After leaving rates on hold in early February, RBA’s meeting minutes today indicate that it is comfortable with the cash rate at 3% for the [...]
ANZ continues to evolve into an Asia Pacific banking powerhouse, rivaling others like DBS in Singapore for regional growth. We often compare the two on metrics like earnings [...]
The Commonwealth Bank of Australia (CBA) reported a very good set of numbers, we highlighted it yesterday as one of the most important companies to [...]
Australia’s main composite index the All Ordinaries celebrated Chinese New Year in style, briefly breaking through the 5000 level before slipping back in later afternoon [...]
Australia’s jobless rate didn’t rise to 5.5% as the consensus was expecting, but it didn’t improve either – remaining unchanged at 5.4%. The composition was [...]
FTSE-100 at 14-Year Highs, What’s Next?
End of Gold’s Dead Cat Bounce
Ryanair has reported record full year profits of 13% and rising revenues
Companies Reporting for Week Starting Monday, May 20
FTSE has opened down from yesterday’s close
Buy dollars wear diamonds despite soft US data
US Dollar Index: Where to & How?
