Shane Oliver
Shane Oliver
assessment bounce house mark prices start sustained unlikely
Our assessment is that house prices may have a bounce but this is unlikely to mark the start of a sustained recovery.
asian past stocks themselves turned
Asian stocks have completely turned themselves around the past decade, and they're going higher.
argued australian collapse commodity dollar europe fall few global growth impending prices seems strong stronger telling thanks time
Some have argued the fall in the Australian dollar at a time when commodity prices are still strong is telling us global growth is about to collapse. However, there are few indicators of any impending collapse in global growth or commodity prices. In fact, global growth seems to be strengthening thanks to stronger growth in Europe and Japan.
lasting relevance zealand
Developments in New Zealand are of little relevance to Australia, so won't have a lasting impact.
globally hostage largely market
Our market will be largely hostage to what's going on globally this week.
appears correction due period
A correction or period of consolidation is due and this now appears to be happening.
australian close easing fed interest investors likely monetary policy quite rates renewed shifting starting toward widening wonder
U.S. interest rates are pretty close to the top. By year- end it is quite likely the Fed will be shifting toward easing monetary policy and investors will be starting to wonder about a renewed widening in the Australian and U.S. interest-rate gap.