As the week closes, things to consider heading into the weekend include taper timing, developments in europe and the RBA Starting with Europe - last night...

Jordan Eliseo

The Perth Mint

As the week closes, things to consider heading into the weekend include taper timing, developments in europe and the RBA Starting with Europe - last night proved how far they are from being out of the woods economically (socially/politically its even worse). Whilst i don't buy that inflation is good, it's what markets/politicians want - and will pressure ECB, especially with short term rates showing stress. Across the pond, taper timing is where the focus is, but the bigger question is being ignored - can the Fed ever end QE? They thought they'd wrap it up by early 2014 - there's no chance of that, and ignoring the PMI - employment is weakening, whatever the unemployment rate might say. Which leads to the RBA. A few people saying we're at the bottom of the cycle, but if Europe eases and the Fed can't taper (at least meaningfully), can the RBA ever hike?


Gold bull since early 2000. Have spent +20yrs working in investment analytics, research & portfolio construction. Author of two books on investing in gold and the causes of the GFC. Lover of markets, competition & technology

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