• Capacity Usage Back To Recession Levels

    Posted 1 year ago

    The NAB capacity utilisation survey and the mortgage rate have fallen to their lowest point since the global financial crisis.

    Source: ANZ
  • Between America And China

    Posted 1 year ago

    The All Ordinaries, the S&P 500 and the Shanghai Composite over the past 12 months.

    Source: Iress
  • Mining Conditions Collapse; Non-mining Grinds Lower

    Posted 1 year ago

    Business conditions have crashed to their lowest point in over four years this June, with mining collapsing and the non-mining sectors extending their slide into negative territory.

    Source: NAB, UBS
  • But The US Keeps Getting Stronger

    Posted 1 year ago

    While job openings and non-farm employment data in the US points to a strengthening economy, job advertisements in Australia have fallen for the fourth consecutive month.

    Source: ANZ
  • Weak Job Market

    Posted 1 year ago

    Job advertisements have fallen for the fourth straight month, shedding 1.8% in June after falling 2.5% in May, a survey by ANZ has found.

    Source: ANZ
  • Unit Labour Costs: US & China

    Posted 1 year ago

    Labour costs in the US have fallen by over 50% relative to those in China.

    Source: Boeckh Investment Letter
  • This Can't Go On

    Posted 1 year ago

    Engineering investment as a percentage of GDP has sharply inclined over the past few years, surpassing dwelling investment.

    Source: TD Securities
  • This Time Has Been No Different

    Posted 1 year ago

    Real All Ordinaries (after inflation) slumped by around the same margin during the GFC as it did previous recessions.

    Source: Morgan Stanley
  • Yes, Volatility Is Up

    Posted 1 year ago

    ...But not that much (Australian volatility index).

    Source: Iress
  • Gold: Bigger Drop Than The GFC

    Posted 1 year ago

    Gold prices continue to decline on the back of a strengthening US economy.

    Source: Iress