Andrew Blattman – MD of IPH discusses the history of the business and some commentary around the FY result. Show More
IPH
Market bounced hard on the news that FBI gave a clear run for the market preferred Democrat candidate for the US presidency. Every sector except gold had a bounce but market has ignored three key elements. When it comes to this US election, nothing can be discounted and nothing can... Show More
Market resumed belting position and investors were not holding back ahead of the US election. Just about every sector was in the firing line and RBA flip flopping was never going to help sentiment. Our market has delivered negative returns for the 9 out of the last 11 days as... Show More
Market took a break from taking a belting as the US futures turned positive during our lunch time. US Fed sat on the hands as expected while BOE expected to follow the no action camp. The macro risk of US elections has been weighing on the market. The market prefers... Show More
Market took some punishment today ahead of the US Fed update. The macro risk of US Fed and BOE update before US elections have been weighing on the market. Small caps are down over 10% from the highs while large caps are down over 5%. The recent extra pain in... Show More
Market gave up pretty much all the bounce we got yesterday on a low volume Melbourne Cup day when Australia goes MIA for a few hours and Victoria goes MIA for the whole day. The first stage of central banks download was done today with BOJ and RBA. As expected... Show More
Market bounced back today after the worst weekly performance for four months. The local market has run into central bank worries, US election uncertainty, rising bond yields and weaker domestic consumer data. This week is all about Central Banks…RBA and BOJ on Tuesday while US Fed and BOE out on... Show More
Market closed negative ahead of a raft of macro data and US reporting season worries. The data continues to support US Fed rate hike while China data remains robust. The US reporting season had a good start with financials and that may continue with better rate cycle outlook. The local... Show More
Market closed mainly flat on a very volatile and choppy day. Aussie market turned out a negative weekly return to break a three straight positive weekly run. Higher oil prices and better inflation outlook from China should help market sentiment, but the markets are concerned about US tonight. We have... Show More
Market closed slightly positive on a volatile choppy day. We have a few Fed speeches to come tomorrow while the last one calmed the market on rate rise speed. FOMC minutes to come out tomorrow night while US reporting season also kicks off tonight with Alcoa. US market likely to... Show More
