Markets

A star economist says these 30 risks will define markets in 2019

Deutsche Bank has produced a 30-item list of the risks it thinks will be the most important drivers of financial markets next year. Produced by Torsten Slok, Deutsche Bank’s chief international economist, the list spans everything from a market “fire sale” driven by trading algorithms to Britain leaving the EU […]
A star economist says these 30 risks will define markets in 2019
Markets

DELOITTE: Australians are shopping through gritted teeth

Australian retailers face shoppers spending through gritted teeth, plus increasing competition and aggressive discounting, according to Deloitte Access Economics’ latest Retail Forecasts report. Partner David Rumbens says strengthening employment, including a rebound in full-time job growth, and continued wealth gains from housing, were providing the basis for a lift in […]
DELOITTE: Australians are shopping through gritted teeth
Markets

How Goldman Sachs expects emerging market economies will fare in 2017

It’s going to be an interesting year ahead for emerging market economies in the wake of Donald Trump being elected as the next president of the United States. What will it mean for growth, monetary policy settings, currency movements and inflation? It’s a question that many investors are asking themselves […]
How Goldman Sachs expects emerging market economies will fare in 2017
Markets

Supermarkets are being squeezed as Australians cut back on food

Weak wages growth is squeezing retail sales of food, according to analysis by Deloitte Access Economics. Food turnover growth was just 0.7% for the year to June. But low interest rates saved non-food sales, increasing by 3.4% over the 12 months. “While supermarkets have survived the competitive environment by pushing […]
Supermarkets are being squeezed as Australians cut back on food
Markets

No, the RBA has not lost the plot

The RBA blindsided quite a few people recently with this month’s rate cut, to a modern day low of 1.75%. They then blindsided almost the entire trading and forecasting community with an aggressively downgraded outlook for inflation and what the market believes it implies about the future path of interest […]
No, the RBA has not lost the plot