• Is The US Market Expensive? No

    Posted 1 year ago

    US equities are back around fair value.

    Source: Bloomberg, Gavekal Data/Macrobond
  • Is The US Market Expensive?

    Posted 1 year ago

    Real S&P market cap divided by real GDP.

    Source: Adviser Perspectives
  • Comparing Apples With Oranges

    Posted 1 year ago

    Worldwide production, tonnes m.

    Source:
  • Business Confidence, Customer Despair

    Posted 1 year ago

    Business confidence improved in June despite the slump in consumer sentiment.

    Source: NAB, Westpac, TD Securities
  • The British Aren't Coming

    Posted 1 year ago

    Permanent settlers in Australia, annual totals.

    Source: ABS, CommSec
  • Job Vacancies Lead Employment Up

    Posted 1 year ago

    Job advertisements rebounded by 4.6% in June following a 5.6% drop in May, according to ANZ figures.

    Source: ANZ, TD Securities
  • The Dow Hits 17,000

    Posted 1 year ago

    The Dow Jones Industrial Average closed above 17,000 points for the first time on Thursday after stronger-than-expected jobs data in the US.

    Source: Iress
  • The Relentless US Jobs Recovery

    Posted 1 year ago

    Headwinds are fading and as a result growth is accelerating.

    Source: BLS, Harver Analytics, DB Global Markets Research
  • Australian Dollar Today

    Posted 1 year ago

    The Australian dollar dropped to below US94 cents on Thursday after RBA governor Glenn Stevens said the currency was overvalued in a speech in Tasmania.

    Source: Iress
  • Monthly Growth In Retail Trade (Seasonally Adjusted)

    Posted 1 year ago

    Retail sales fell 0.5% in May – following a slighter fall in April – amid low consumer confidence and a warm start to winter.

    Source: ABS