Commentary

Opinion

China’s debt deadline is looming large

China’s debt to GDP ratios are rapidly passing those of more mature western economies with an increasing number of regulators and economists sounding the alarm of a looming crisis. In previous seminars and articles, we have labelled this as the greatest risk for Australian investors. We upgrade the probability of a hard landing

Opinion

Global inflation at lowest level since 2009

G20 inflation has reached its lowest point since the 2009 June quarter. Economists are “puzzled” by this and it is causing many central banks to delay plans to remove post crisis stimulus measures. Readers of The Wire won’t be puzzled though as we continue our notes on the Amazon Inflation Index

Week in review

From the trading desk

US CPI weaker than expected, RBA mentioned rates will go up but not for some time, demand for RWH IAB bond following positive rating news and popular trades in Ensco, Pepper and automotive issuers

Week in review

From the trading desk

Retail sales figures expected to shift the domestic market, RBA released the Statement on Monetary Policy, redemptions in G8 and RWH Finance and continuing popular trades in Frontier, Hertz, Liberty Financial, Sydney Airports, NEXTDC and Dicker Data

Read more