• Miedo & Paura

    Posted 1 year ago

    Miedo - Spanish for fear - and its Italian equivalent paura describe the sentiment surrounding both countries' 10-year bonds. Yields are soaring as investors dash for the doors.

    Source: Bloomberg, Amp Capital Investors

  • Niagara Falls

    Posted 1 year ago

    The term 'fallen off a cliff' is strangely appropriate here, as investors flee US stocks and seek the relative safety of US bonds instead.

    Source: MarketWatch

  • The History of US Government Spending

    Posted 1 year ago

    For all the talk about the size of US government spending, it's only just higher than the post-WW1 levels and nowhere near the WW2 recovery levels.

    Source:

  • Surprise Surprise

    Posted 1 year ago

    Emerging economies are still beating G10 countries by a country mile in the economic statistics stakes, but that makes any uptick in economic data all the more surprising - and uplifting - for the latter.

    Source: Morgan Stanley

  • Weakest Retail Sales Growth in 50 Years

    Posted 1 year ago

    Retail sales growth has been sliding since it hit a late 2000s peak in 2007, but this year's was the weakest growth since 1962.

    Source: ABS, CommSec

  • Retail Sales

    Posted 1 year ago

    It's not food sales that are sucking the retail data downwards, as suspicions that people are spending more on groceries and eating at home more often to save money appear to be accurate.

    Source: JP Morgan

  • Rate Changes Follow Unemployment

    Posted 1 year ago

    Speculation is always rife ahead of the RBA's monthly interest rate meeting, but one good predictor is unemployment, as interest rate moves have been mirroring it closely since the early 90s.

    Source: Morgan Stanley

  • A Year Of Nada

    Posted 1 year ago

    After the floods, the Japan earthquake, and the latest crisis in the US bumping markets up and down, the All Ordinaries is still in the same place it was 12 months ago.

    Source:

  • Manufacturing Contracts...Again

    Posted 1 year ago

    Subdued local demand and competition from imports were the main complaints accompanying the July manufacturing activity slide, which wiped out all the gains made in June.

    Source: CommSec, Australian Industry Group

  • Why S&P Downgrades Don't Matter

    Posted 1 year ago

    Ultimately, a ratings agency downgrade doesn't have a long-term impact on a country's debt, with the reaction not even measured in months, but days.

    Source: Standard & Poor's, Bloomberg, Nomura Global Economics