Some of the big changes in the past five months

Some of the big changes in the past five months. The chart attached highlights a number of the significant changes that have occurred in currencies, commodities and indices from Sept 2014. Brian Thomas, Head of Retail Funds Management at Perennial, makes the following observations: 1) Low interest rates will underpin property prices and the share market, particularly in the first half of 2015. 2) We expect a further interest rate cut of 25 basis points in the next few months, although the market has priced in the possibility of more interest rate cuts with rates below 2%. 3) The oil price will stabilise as more production is sidelined, particularly in US Shale. 4) The weak Australian economy may force the Government to think harder about increasing the spend on infrastructure. 5) A weaker Australian dollar to weaken further to around 74c at year end. 6) Overseas issues and higher share valuations to bring about some volatility/re - rating of shares in the second half of 2015. Full commentary is here: (VIEW LINK)


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