Weekly Macro
In a nutshell... INDICES, - S&P only breaking above 2460/72 would confirm the end of the tactical correction - SHCOMP the best conduit for the...
302 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
917 Views
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
2k Views
Bulls Expanding Rally Breadth
Equity hedge bets were taken off on December 7-8 after the S&P powered above 2,016/20 projection opening the way for continued strength. US...
237 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
339 Views