• Manufacturing Slump

    Posted 1 month ago

    Manufacturing activity declined further in April to the lowest level in four years.

    Source: Australian Industry Group, CommSec

  • US House Prices

    Posted 1 month ago

    House prices in 20 major cities in the US have risen 9.3% in the past 12 months.

    Source: S&P Case-Schiller

  • House Prices

    Posted 1 month ago

    Home prices across Australia's capital cities have trended higher over the past year, but prices across the rest of the country have remained largely flat.

    Source: RP Data, Rismark, ANZ

  • But Actually, ANZ's Just Catching Up

    Posted 1 month ago

    ANZ's share price may have jumped on its latest results, but on an index of the major bank stocks, it's only just on equal footing.

    Source: Iress

  • The New 'Debt-Free' Age

    Posted 1 month ago

    Private sector credit remains well below the decade average as consumers and businesses continue to reduce debt levels.

    Source: RBA, CommSec

  • Global Earnings Have Been Flat For A Year...The Rally Has Been All Valuation

    Posted 1 month ago

    Earnings per share remain little changed on a year ago, while prospective P/E ratios have been on the rise.

    Source: Morgan Stanley

  • Not All Passed On

    Posted 1 month ago

    The price of petrol at the pump has been on the decline, but not by as much as the wholesale price has fallen.

    Source: ORIMA (AIP), CommSec

  • The Great Rotation Has Some Way To Go

    Posted 1 month ago

    Cumulative flows into bond funds remain starkly ahead of the outflows experienced by long equity funds since 2006. A rotation back into stocks has plenty of ground to cover yet.

    Source: BofA Merrill Lynch

  • What The Market Now Thinks Rates Will Do

    Posted 1 month ago

    A month ago the outlook for rates was fairly stable, but following weak inflation and jobs data expectations for a cut are becoming apparent.

    Source: TD Securities

  • Wall Street's Twitter Crevasse

    Posted 1 month ago

    The Dow Jones Average dived last night before quickly recovering when a fake tweet said that President Obama had been injured in explosions at the White House.

    Source: