It’s a rare opportunity to get to sit down with an economist of the calibre of Tim Toohey from Ellerston Capital. He was formerly the Managing Director, Chief Economist, and Head of Macro Strategy for Australia and New Zealand at Goldman Sachs, where he earned a reputation as one of... Show More
The Australian dollar has emerged a little stronger after a very busy week. Most of the headlines were positive, with the one real negative coming from the RBA. While there was no surprise in the steady hand on the cash rate at 1.5% or in much of the language of... Show More
The Australian economy is undoubtedly slowing, which was evident given the number of earnings downgrades and soft results witnessed in the most recent earnings season. And while bottom-up stock pickers try to identify those growth companies poised to rerate based on a catalyst, paying close attention to what is happening... Show More
While it is easy for investors to conclude that Australia’s run of economic growth is coming to an end with a housing slowdown, a closer balanced analysis of the economy would indicate otherwise. We believe that Australia again will transition growth to other segments in 2019 and reach its 28th... Show More
There is no doubt the Australian economy was weaker in late 2018 than it was during the first half of the year. It seems to have kicked off 2019 on a similarly weak note. Recent economic news has been unambiguously poor and it follows the dismal GDP results released last... Show More
Following the latest move by the US Federal Reserve (Fed) to lift the Fed funds rate to between 2% and 2.25%, the spread between the US and Australian cash rates has inverted to levels not seen since the currency was floated back in December 1983. Show More
"Now, data is interesting but we're not really interested in it... We look at others' loyalty programs and their big data schemes and we really question the true value that’s delivered to customers...What we'd rather do is keep our business simple, focus on what matters most to customers, because it’s... Show More
With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of disrepair we saw before the GFC. Troy Angus, Head of Large Caps at Paradice Investment Management, had only recently launched his... Show More
House prices are falling, auction clearance rates continue to drop and there is a such sharp lift in the number of properties for sale that, for the moment, no one is willing to buy at the given asking price. Show More
This article is by guest contributor, Warren Hogan for FIIG Securities. Warren is an economist and financial strategist, and ex ANZ Chief Economist. Show More