Recession or recovery? The global economy is on a knife edge heading into 2020, due to ongoing uncertainties meeting renewed central bank support. How should investors greet the New Year?
Dec 06 2019
In the wake of bank reporting season, disappointed brokers cannot see how dividend levels can be sustained given the gale force headwinds blowing in FY20.
Nov 29 2019
Saxo Bank suggests the failure of a decade of monetary policy experimentation will lead the world into recession despite the lowest rates in history. It will begin with US dollar intervention.
Oct 16 2019
A comprehensive assessment of the August 2019 reporting season that might have been the worst since the GFC, but central bankers cutting rates provided ongoing support.
Oct 09 2019
Sep 16 2019
The February result season was one of the worst on record. The August result season actually was the worst on record.
Sep 11 2019
The Royal Commission has changed the face of Australian banking, the housing market bust has killed loan demand, and ever lower RBA rates are not much helping. Nor are increasing capital requirements.
Jul 31 2019
The skies have cleared a little for Australia’s housing market, and the cash rate is falling. Are bank dividends worth the risk?
Jun 03 2019
Thanks to a surprise election win, a surprise APRA announcement and a big hint from the RBA, the skies are suddenly looking a lot brighter for Australia’s banks. But have the fundamentals really changed?
May 15 2019
The evidence is in: QE hasn’t worked. How now to stem the global slowdown when all options have been exhausted?
Apr 02 2019
Regulatory scrutiny, political scrutiny, increased competition, a plunging housing market and a recalcitrant neighbour all add up to a grim outlook for Australian banks.
Mar 26 2019
A comprehensive assessment of the February 2019 reporting season that was dominated by vulnerabilities and weaknesses, but share market performance was supported by macro.
Mar 06 2019
By many metrics, the result season now past was one of the worst on record.
Dec 19 2018
Bank earnings results met expectations but broker views vary on just how bad things can get from here, with house prices falling and the Royal Commission report still due.
Oct 26 2018
A compilation of stories relating to the August 2018 corporate reporting season in Australia, published between late July and early September. Attached is FNArena’s final balance for the season.
12:51 PM - Australia
12:02 PM - Australia
10:45 AM - Weekly Reports
10:30 AM - Australia
10:05 AM - Weekly Reports
Nov 12 2019 - Commodities
Dec 03 2019 - Weekly Reports
Nov 21 2019 - Australia
Nov 29 2019 - Feature Stories
Nov 12 2019 - Weekly Reports
Nov 22 2019 - Rudi's View