commodity prices

A Super Week

Clime Asset Management

Retirement funding is becoming an ever-growing burden on government budgets and 10-year bonds are not offering a fair risk-adjusted return, even after recent corrections. Adding fuel to the flames – relentless foreign indebtedness growth, reliance on foreign equity, low inflation and wage growth, declining export commodity prices, record low cash... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market popped on the open with global market optimism and then profit taking in banks and weak China data took the market down before recovering banks pushed up the market in the last few hours. The global markets are running on stimulus while multiples are stretched beyond historical levels…but... Show More

Commodity prices indicate a rebound in Australian inflation

Nikko Asset Management Australia

Over the past five years, inflation has been slowing in Australia despite relatively strong employment and GDP. Many forecasters had expected a falling Australian dollar to lead to higher inflation; however, this has not been the case. In our view, the reason for this is that the real driver of... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started negative and then fell hard before bouncing back to deliver a solid negative day in line with the US sentiment over the weekend. The negative performance today puts the local market into third consecutive negative weeks. Over the past 12mths, we have not had four consecutive negative... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started positive and then ran out of puff by the close to finish mainly flat. Gold sector remains key with rising market risk as the Spot Gold in USD creates a positive technical signal and Spot Gold in AUD remains in historical high levels. Latest data out of... Show More

Opportunity in emerging markets amid falling global growth, says Saxo

Saxo Capital Markets Australia

Emerging markets have been battered by a debt-induced perfect storm, a dizzy US dollar and crumbling commodities prices. However, according to Saxo Bank’s Essential Trades for Q4, there is hope – and investment opportunity. This is despite the fact that the pretend-and-extend cycle of denial persists, whereby the same experiment... Show More

What is going on with commodities?

Pendal Group

The renewed weakness of commodity prices was taken by some as a sign that global economic growth may be faltering dramatically. It shouldn’t surprise that there is a strong link between commodity prices and global GDP growth, as shown in the left chart. Importantly, however, there is no evidence in... Show More