RBA Still In Denial
Interbank futures are currently implying a 25% chance of a rate cut at the next Board meeting on November 3rd . I discuss five reasons why the RBA...
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Weekly Impressions - Australia's Political Culture at a Crossroads
The decision by the Coalition government to replace its leader, Tony Abbott, with Malcolm Turnbull dominated developments in Australia in the past...
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Weekly Impressions
The key company announcement during the week in Australia came from Woodside Petroleum, that it had provided Oil Search a confidential, all scrip,...
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Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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