Research house Incrementum believes the tides are changing for global monetary policy, the reserve currency and technology. Such a changing of the tides could lead to another global crisis, from which gold would again provide a safe haven.
Jun 14 2018
In the shadow of the Royal Commission, the Big Four banks have delivered results that point to a subdued outlook, while risks and uncertainties remain.
Jun 06 2018
A comprehensive assessment of the February 2018 reporting season that overwhelmingly surprised in a positive sense, but was unfortunately overshadowed by macro concerns.
Mar 28 2018
The February 2018 result season has proven to be the most successful in the history of the FNArena Result Season Monitor.
Mar 16 2018
Jan 23 2018
Australia’s growth in 2017 has lagged that of a synchronised global economy, reflected in a positive but underperforming stock market. Is 2018 the year of catch-up? Or are further domestic pressures building?
Jan 17 2018
2017 has been a remarkable year in global markets. Will it all come to an end in 2018? Or 2019? Brokers, economists and research houses offer their views.
Dec 14 2017
A Royal Commission is a clear negative for Australian banks but “lesser of the evils” positives dull the impact and bank valuations have already been de-rated.
Nov 15 2017
Take out weak market income and Australia’s major banks showed solid underlying trends in their results. But for how long?
Oct 20 2017
Conditions for Australia’s big banks are, if anything, improving, but brokers cannot become excited while political scrutiny continues to dominate.
Sep 21 2017
The final verdict over an August reporting season that, all in all, failed to put a bid under the Australian share market.
Sep 05 2017
A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
Jul 27 2017
The matter of capital requirements has finally been resolved by APRA, but do bank investors have anything to look forward to?
Apr 05 2017
How will further lending restrictions now imposed by APRA impact on bank earnings and the housing market?
Mar 31 2017
Post-event assessment of the February 2017 reporting season in Australia which laid bare significant market polarisation and saw the come-back of large caps.
12:33 PM - Australia
11:58 AM - Treasure Chest
10:59 AM - Weekly Reports
10:34 AM - FYI
10:00 AM - Rudi's View
Jun 08 2018 - Commodities
May 30 2018 - Commodities
Jun 15 2018 - FYI
May 22 2018 - Weekly Reports
May 30 2018 - FYI
May 31 2018 - Rudi's View