|Stephen Koukoulas - All Eyes On Inflation|
Added On - 4/24/2017 8:28:13 AM
It will all be about inflation. The March quarter consumer price index on Wednesday will be a dominant guiding force for the markets and the Reserve Bank of Australia.
|The New Globalisation|
Added On - 4/21/2017 12:29:47 PM
I interviewed Richard Baldwin, professor of international economics at the Graduate Institute of International and Development Studies in Geneva
|Are Shares Better Than Property Now?|
Added On - 4/10/2017 9:31:14 AM
Is the property topping out and in any case it is all over the place
|Stephen Koukoulas - Jobs Data|
Added On - 4/10/2017 6:18:21 AM
Next week sees the release of the all-important monthly labour force data.
Added On - 3/31/2017 4:53:15 PM
Lithium miner Orocobre is now the most shorted stock on the ASX, having taken over from Myer and Aconex in the past few weeks.
|Stephen Koukoulas - House Prices|
Added On - 3/20/2017 6:59:07 AM
House prices - it's the topic on everyone's lips and it's a topic where everyone has a view. Next week sees a factual update on house prices trends with the release of the Australian Bureau of Statistics house price series for the December quarter.
|Yellen vs. Trump|
Added On - 3/17/2017 1:05:21 PM
The reason the rate hike announced by the Federal Reserve this week became so certain, so early, is that after it raised rates in December, financial conditions actually became looser, not tighter.
|544 Days Of Turnbull|
Added On - 3/14/2017 10:22:01 AM
Yes, coming up for 18 months since he toppled T. Abbott. It seems like only yesterday doesn't it?
|Stephen Koukoulas - Jobs Data|
Added On - 3/13/2017 5:31:00 PM
Amid the discussion about how strong or weak the Australian economy is, this week sees the release of the labour force data for February.
|Stephen Koukoulas - Retail Sales In Focus|
Added On - 3/6/2017 6:51:24 AM
The retail trade data for January are they key data next week. They will reveal a fulsome update on the sales period around Christmas/New Year. Recall that in December, retail sales recorded a shock 0.1 per cent decline which continued the broad trends of weaker retail sales growth.
|Kohler's Overview - Inside The GDP Numbers|
Added On - 3/3/2017 4:50:16 PM
The best and worst thing about this week's national accounts was the strength in consumer spending - household consumption contributed 0.5% of the 1.1% GDP growth number for the December quarter.
|Stephen Koukoulas - Is Australia In A Recession?|
Added On - 2/27/2017 11:29:15 AM
All will be revealed next Wednesday with the release of the December quarter GDP result.
|Alan Kohler's Overview|
Added On - 2/24/2017 3:05:46 PM
Overall I think it's fair to say that for the first time in seven years, the macro environment is supporting investment in equities and to look for opportunities to increase exposure to the market.
|Stephen Koukoulas - Capex Data|
Added On - 2/20/2017 8:37:47 AM
The big news next week is the release of private sector business investment data.
|Kohler's Overview - CBA: Not Bad, Not Cheap, Not Expensive|
Added On - 2/17/2017 3:48:11 PM
Commonwealth Bank's result this week was really impressive: net interest margin was squeezed but cost control resulted in a solid 3.5% lift in the bottom line.
|Stephen Koukoulas - Employment Data|
Added On - 2/13/2017 7:54:29 AM
How strong is the labour market? Next week sees a further update on the data for full-time and part-time employment, unemployment, underemployment and workforce participation.
|Kohler's Overview - China, The Belt and Road Initiative|
Added On - 2/10/2017 4:27:45 PM
Imagine if a third of our exports went to Europe or the United States instead of China - we'd be quite worried at the moment, and rightly so.
|Kohler's Charts - RBA On Hold|
Added On - 2/6/2017 10:01:09 AM
The RBA meets for the first time for two months on 7 February. Monetary policy and whether or not the Reserve Bank of Australia will be adjusting interest rates any time soon will return to centre stage
|Kohler's Overview - Algorithmic Minefield |
Added On - 2/3/2017 4:07:36 PM
The sharemarket is like a game of football in a minefield these days, with explosions going off regularly and investors in specific stocks getting blown to bits just as they thought they were about to kick a goal.
|Kohler's Charts - US Unemployment Rate |
Added On - 1/30/2017 9:46:51 AM
The US jobs market will take centre stage with January labour market data out on Friday.
|Kohler's Overview - US Equities Stretched|
Added On - 1/30/2017 9:38:14 AM
The Dow Jones passed 20,000 for the first time at 1.30am on Australia Day (our time) and stayed there the following day.
|Kohler's Charts - Annual Underlying Inflation|
Added On - 1/23/2017 7:12:13 AM
This week, it's all about inflation and how much the RBA will miss its target by.
|Kohler's Overview - Australian Economy
Added On - 1/20/2017 2:36:13 PM
It's pretty clear that US and global issues will dominate this year, but separately, there's a big transition going on in Australia too.
|Kohler's Charts - Small Ordinaries Index |
Added On - 12/23/2016 6:41:13 PM
The shifts between small caps and large caps this year have been massive. In August the Small Ordinaries Index had outperformed the 20 Leaders by almost 20%, but four months later that has been largely reversed.
|Kohler's Charts - Australia's Federal Budget|
Added On - 12/19/2016 10:01:59 AM
Scott Morrison, releases the Mid-Year Economic and Fiscal Outlook (MYEFO) this week.
|Kohler's Charts - US Dollar Flexes Its Muscles|
Added On - 12/16/2016 1:16:26 PM
The US dollar surged again on Thursday after the Fed raised rates for the second time, and also raised the forecasts for next year. It's now up 6% since before the US election.
|Kohler's Charts - Data Defies Trump Gloom|
Added On - 12/12/2016 12:02:35 PM
Last Tuesday, the President-elect Donald Trump declared that 'we're living through the greatest jobs theft in the history of the world', which sits rather oddly with today's chart.
|Kohler's Charts - Key Takeaways From The GDP Read|
Added On - 12/9/2016 12:34:32 PM
A couple of key points from this week’s national Accounts, which showed the first contraction in GDP since 2011.
|Kohler's Charts - National Accounts Week|
Added On - 12/2/2016 10:18:20 AM
So far the signs are that GDP for the third quarter will be weak – not minus
|Kohler's Charts - Italy Votes|
Added On - 11/28/2016 8:45:29 AM
Italy's big referendum happens next Sunday. It's about reducing the powers of the Senate to streamline the operation of government, but it has become a referendum on Prime Minister Renzi's leadership and, in many eyes, on Italy's membership of the EU.
|Kohler's Charts - Australia's Many Housing Markets|
Added On - 11/25/2016 1:08:32 PM
If you hear anyone talking about 'the housing market', ask them 'which one?'
|Kohler's Charts - Commodities & The A$ Diverge|
Added On - 11/21/2016 1:42:01 AM
The Aussie dollar broke below US74c and is clearly the thing to watch this week as markets continue to digest the result of the US election.
|Kohler's Charts - Break Between Bonds And Equities |
Added On - 11/18/2016 11:48:41 AM
There is a huge break between bonds and equities since the US election - bond prices have accelerated their declines while shares, at least in the US, have turned sharply.
|Kohler's Charts - Housing Investors Get Their Mojo Back|
Added On - 11/14/2016 8:40:25 AM
Investors get their mojo back. As the prospect of interest rate rises stretches further and further away, investors are taking advantage of the low cost of finance to buy more and presumably more expensive houses. And they're about to finish the real estate year on a high.
|Kohler's Charts - It Was A Pothole! |
Added On - 11/11/2016 1:15:08 PM
It was a pothole! Bump-bump. What the hell was that?
|Kohler's Charts - The US Election|
Added On - 11/7/2016 8:23:19 AM
There's only one thing that matters this week: the US Presidential election
|Kohler's Charts - Key RBA Forecasts|
Added On - 11/4/2016 1:56:30 PM
The RBA put out its six-monthly Statement on Monetary Policy today
|Kohler's Charts - Cup Day RBA|
Added On - 10/31/2016 8:20:18 AM
So what will the Reserve Bank do tomorrow? Nothing of course. Rates will stay on hold.
|Kohler's Charts - Ardent Leisure|
Added On - 10/28/2016 3:52:41 PM
Here is a chart of Ardent's share price the start of 2014 - all that was gained has now been lost. It's times like this week that show what a company is really made of, and unfortunately Ardent Leisure has fallen short.