• Earnings? Who Cares!

    Posted 1 year ago

    The directional movement global equities index and consensus forecasts for earnings per share over the past 21 months.

    Source: Minack Advisors
  • The Great Coal And Iron Ore Disconnect

    Posted 1 year ago

    Coal and iron ore spot prices since June 1st

    Source: Iress
  • Interest Rates

    Posted 1 year ago

    Investors have borrowed more to buy property than owner-occupiers as interest rates have been lowered over the past two years, contributing to a surge in bank shares.

    Source: Iress
  • Housing Credit, By Segment

    Posted 1 year ago

    Investors have borrowed more to buy property than owner-occupiers as interest rates have been lowered over the past two years, contributing to a surge in bank shares.

    Source:
  • Bank Share Index

    Posted 1 year ago

    Investors have borrowed more to buy property than owner-occupiers as interest rates have been lowered over the past two years, contributing to a surge in bank shares.

    Source: Iress
  • Capital Expenditure

    Posted 1 year ago

    While mining capital expenditure is still growing, manufacturing expenditure in the second quarter fell 9% and other sectors are also down.

    Source: CBA
  • Our Three China Booms

    Posted 1 year ago

    Commodity prices, mining capital expenditure and resource exports have soared during all three China booms.

    Source: CBA
  • Indian Rupee In Free Fall

    Posted 1 year ago

    The Indian Rupee has plunged to a record low as the country continues to face economic challenges.

    Source: SG Economics
  • Oil Prices Are A Drag

    Posted 1 year ago

    US energy spending as a % of mean household income.

    Source: GaveKal Data
  • New York Oil, Past 10 Years

    Posted 1 year ago

    Crude oil spiked the most in 26 months on Syria fears, but it still has far to climb to approach its price during the Global Financial Crisis.

    Source: Iress