4th Feb 2012


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"Moderation in economic growth appears to be continuing, partly reflecting a cooling of the housing market," said the Federal Open Market Committee


  • Retail: Coles Beating Woolies
    Its 25 years since the turnaround at Woolworths was kicked off by retailing legend Paul Simons who decided to use ... read more
  • Trade: Surplus Up, But Better Than Expected
    Trade data out yesterday for December, the second quarter and the first six months of the 2011-12 financial year p ... read more
  • Feature: Bonds: Boom, Boom, Bubble?
    Who would have thought the US could get to a position where it could even think of getting investors to pay the go ... read more
  • Economies: Doing Better, Including China?
    Just as we had mixed news from the Japanese and Australian economies on Tuesday, yesterday we got the same story f ... read more
  • Housing: 2011 Was A Miserable Year
    We've all known that 2011 wasn't a good year for housing or house prices, and this week we have had that confirmed ... read more
  • Updates: Markets’ Great January, ERA’s Loss, Funtastic Recovers, Boral Quits Indonesia
    So how did markets go in January?  Australian shares had a very solid month, among the best of major marke ... read more
  • Updates: Woolies' Weak Aust. Supermarkets Story
    In one respect it was a clever bit of marketing by Woolworths yesterday to announce the restructuring an ... read more
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    Recessionary Fears Weigh On Wesfarmers’ $4 Billion
    The global sub-prime crisis and this week’s recessionary fears have rehashed concerns about Wesfarmers' (WES) ability to refinance almost $4 billion in debt by October, with the ... read more
    Aluminia Cuts Underlying Earnings Forecast
    Shares in aluminium producer, Alumina (AWC) fell on Thursday after the company said it cut its underlying earnings for financial year 2007 to $409 million from previously estimat ... read more
    ASX Falls On US Recessionary Fears
    Last updated at 1:30PM AEST January 7. The Australian stock market has opened significantly lower today following a tumble on Wall Street last Friday, as a sharp rise ... read more
    Feature: Bonds: Boom, Boom, Bubble?
    Who would have thought the US could get to a position where it could even think of getting investors to pay the government to lend it money. Switzerland, with its financial re ... read more
    Feature: 2012, Cautious Optimism
    Australian inflation is easing, interest cuts are on the cards for the Reserve Bank and despite much of the gloomy comments about the local economy; things are not all that bad. ... read more
    Feature: Out With 2011, In With The Same In 2012?
    Another weak week for global markets, especially commodities led by gold, and the euro. As we approach 2012. AMP Capital Investors’ Chief Economist, Dr Shane Oliver looks back ... read more
    Updates: Markets’ Great January, ERA’s Loss, Funtastic Recovers, Boral Quits Indonesia
    So how did markets go in January?  Australian shares had a very solid month, among the best of major markets and outperformed the US and some European bourses. The mar ... read more
    Deals: Rationalisation In Pipelines?
    According to the market, APA Group's $1.06 billion takeover offer for fellow pipeliner, Hastings Diversified Utilities Fund (HDF), is over before the shouting starts. ... read more
    Deals: UGL Completes Takeover, Whitehaven/Aston Talk Merger
    Infrastructure services, group, UGL has concluded the purchase of UK property consultancy DTZ Holdings for 77.5 million pounds ($A118 million), in a move to expand its ... read more
    US: Growth Solid, But Detail Weak
    The US economy's performance in the December quarter and 2011 underlined the performance of much of the global economy: warm in places, cool in others. The ... read more
    Steel: World Output Slows, 2012 Outlook Mixed
    For Australia, the most important global indicator isn't the prices of copper, gold or oil, or even Chinese GDP. It's the performance of the global steel industry and the leve ... read more
    Gold: 2012 Could See Price Rise, But Is Peak Ahead?
    Could the gold boom of the past 10 years be about to peak? Certainly many surveys are warning investors that gold prices could trade around current levels for the first half o ... read more
    Retail: Coles Beating Woolies
    Its 25 years since the turnaround at Woolworths was kicked off by retailing legend Paul Simons who decided to use the phrase: 'The fresh food people" to tag the struggling retail ... read more
    Trade: Surplus Up, But Better Than Expected
    Trade data out yesterday for December, the second quarter and the first six months of the 2011-12 financial year put the lie to suggestions that our minerals boom has been derail ... read more
    Feature: Bonds: Boom, Boom, Bubble?
    Who would have thought the US could get to a position where it could even think of getting investors to pay the government to lend it money. Switzerland, with its financial re ... read more
    Qantas Booms, Your Say On That Bid
    And finally, apart from last year's Telstra T3 sale nothing has generated reader reaction like the Qantas bid did. Thankfully it is over but Qantas can benefit from the experien ... read more
    Your Say On TLS, Drought, Interest Rates And More
    A mixed group of comments from T3, to the drought, to the Rinker battle and several other situations.Here’s a selection of the best comments from the last two week’s comments on ... read more
    Air Blog
    Telstra remains the big issue for the Air Blog commentary and this week it was joined by the drought.Here's a selection of the week's postings.Watch The Drought: the Yanks Are!By ... read more

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