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?
Jun 03 2019
The evidence is in: QE hasn’t worked. How now to stem the global slowdown when all options have been exhausted?
May 15 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.
Apr 02 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 26 2019
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.
Oct 10 2018
With bank reporting season approaching, and ANZ having already issued a warning, how do brokers assess the situation from here in the wake of the Royal Commission interim report?
Sep 12 2018
With reporting season now complete, we table the numbers and compare this season with those past.
Aug 13 2018
A trade war, if that is what is to eventuate, will do little to help a Chinese economy already showing clear signs of slowing.
Jul 27 2018
The story below was first published on 24 July 2018 as Weekly Insights. It has now been re-published as a Feature Story.
Jun 28 2018
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 06 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.
Mar 28 2018
A comprehensive assessment of the February 2018 reporting season that overwhelmingly surprised in a positive sense, but was unfortunately overshadowed by macro concerns.
1:03 PM - Australia
11:51 AM - ESG Focus
11:10 AM - Weekly Reports
10:26 AM - Weekly Reports
10:00 AM - Rudi's View
May 29 2019 - Commodities
May 31 2019 - Weekly Reports
May 28 2019 - Weekly Reports
May 28 2019 - Australia
Jun 21 2019 - Rudi's View
May 31 2019 - Rudi's View