The week that was & the week ahead

May 19th, 2017 The Constant Blogs

Economist Stephen Koukoulas charts the week in finance with a preview of what’s to come.

An appreciation of depreciation: budget 2017’s biggest surprise

May 18th, 2017 Talking Finance

In last week’s budget panel Louis Christopher of SQM Research introduced us to a budget curveball that may limit the depreciation claims investors can make on their properties. Louis is back with more details and fields the burning question: Are we headed for a property crash?

Wage growth is low, but at least it’s stopped falling

May 18th, 2017 Full Interviews

Jo Masters from ANZ Research has an update on this week’s raft of economic data.

The highlights: wage growth has stabilised, under employment is still a concern and the RBA will most likely rest steady on the interest rates.

The 4th industrial revolution, Trump, Iron ore, US dollar

April 22nd, 2017 Weekly Overview

I’ve had an epiphany! I was going to call it my eureka moment, but I’ve already done that. 

My epiphany relates to the Fourth Industrial Revolution – it’s not about technology or automation, it’s about the dominance of customers. So the winner will always be the best product as you’ll discover in my Overview today.

I’ve also included a fascinating interview with professor of international economics Richard Baldwin. He’s got some great insights into future uses of technology like virtual and augmented reality and he reckons we’re about to have our own steam revolution in Australia. 

There’s a salutary tale about downsizing the family home that nobody over the age of 60 can afford to miss. I’ll explain the nuances of RBA board meeting minutes, look at the rapid drop in Iron Ore and give you Greenspan’s nonagenarian view on Trump’s US dollar.

Strengthening aluminium prices leads to upgrade of Alumina, but GBST’s downward revision of guidance is not appreciated

February 8th, 2017 Research Watch

This week, strengthening aluminium prices has led Macquarie Wealth Management to upgrade its view of Alumina, Morgans initiates coverage of gold explorer and developer Eastern Goldfields, and analysis of the record Australian trade surplus levels for December.




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