Branding

This is a debugging block

Status message

Active context: ak

Content

This is a debugging block

  • The Printing Presses

    Posted 1 year ago

    The sum of major central bank balance sheets has been on a steady upward trajectory since the global financial crisis, swelling to near $15 trillion between the major economies.

    Source: Deutsche Bank
  • The Aussie Dollar vs (Olympic) Gold

    Posted 1 year ago

    Australia's placing in the gold medal count at the Olympic Games has been at its best among the years when the real USD exchange rate has been weakest. With the dollar remaining very high historically, it may not bode so well for our athletes in London.

    Source: ANZ
  • This Cycle In Perspective

    Posted 1 year ago

    The recent downturn on the Australian stock market is actually comparable to several others in the past century. Looking at the market from an index of 100 at the peak, the market is roughly where it was at this time after in both the 1973 and 1987 falls.

    Source: Fidelity International
  • The Wheat, Corn and Soy Price Squeeze

    Posted 1 year ago

    The prices of grain commodities such as wheat, corn and soy beans have soared in the past month, as northern hemisphere crops face poor harvests. On an index where the start of June is 100, soy has lifted to 122.9, corn to 141.2 and wheat has jumped to 152.7.

    Source: Iress
  • Food Inflation Is An Underappreciated Risk

    Posted 1 year ago

    The annual percentage increase in the price of food rose sharply over the global financial crisis, and the crunch is felt hardest in developing economies.

    Source: Haver, Morgan Stanley Research
  • Gloom Descends

    Posted 1 year ago

    Measures of Australian business confidence, and business conditions, from NAB are both below zero, and the longer-term trend since the immediate aftermath of the global financial crisis is downward.

    Source: NAB
  • China's Profitless Growth

    Posted 1 year ago

    Despite nominal GDP growth in China remaining strong, industrial corporate profits are below zero.

    Source: Societe Generale
  • US Retail Sales Are In Free Fall

    Posted 1 year ago

    Data from the US Department of Commerce and the Census Bureau shows US retail sales in sharp decline. June retail sales fell 0.5%, against expectations of a 0.2% rise.

    US Retail Sales Are In Free Fall
    Source: Business Insider
  • The Good, The Bad, and The Ugly

    Posted 1 year ago

    Starting from an index value of 100 for the past month of trading days, the ASX top 100 companies are roughly flat at 100.1, Commonwealth Bank has gained ground to 107.1 while BHP Billiton fell by a similar amount to 92.4.

    Source: Iress
  • Long Term, It's All The Same Now

    Posted 1 year ago

    Investment returns, in terms of percentage per annum in rolling 10-year periods, for different asset classes in Australia have come together. Whichever way you were weighted for the past decade, it's all the same now.

    Source: AMP Capital