Quick Bites | What are global fund managers thinking?
Each month, the Bank of America (BoA) publishes its Global Fund Manager Survey — a report that canvasses the views of institutional, mutual and hedge fund managers around the world. […]
Quick Bites | Europe Falls Behind the US
The European bloc was jolted out of its complacency last week after Mario Draghi, the former European Central Bank (ECB) president credited with saving the eurozone in 2012 (“whatever it […]
Quick Bites | Is the Falling Oil Price a Warning?
Last week, Brent crude fell below $70 for the first time since Dec 2021, adding to concerns that global economic growth could be softer than expected. Or perhaps it reflects […]
Quick Bites | Shine comes off Copper
The copper price is important to the Australian economy. Last year, approximately $6.6 billion of copper was exported by Australian companies. Rio Tinto and BHP as well as other resources […]
Quick Bites | A disappointing reporting season
As most readers will know, ASX-listed companies must report their financial results to shareholders at least twice a year, within two months of the end of their balance sheet date. […]
Quick Bites | China continues to disappoint
Analysts are becoming increasingly sceptical that Beijing will reach its 5% economic growth target for 2024. A real estate collapse has made consumers cautious and businesses wary, as China confronts an […]
Quick Bites | Australian Economy in a Slump
On Wednesday 4 September, we learnt that the Australian economy was in a slump: it hardly grew over the June quarter, with GDP up a barely-there 0.2%, largely on the […]
Quick Bites | Has Office Usage Peaked?
While people in Asia are spending more time in the office, workers in the US and UK are not, according to a new report from XY Sense, a company that […]
Quick Bites | US National Debt and the Election
We are getting to the pointy end of the US presidential election and markets are now focusing on the potential implications of policy differences. One area where there are significant […]
Quick Bites | 50 Most Valuable Companies
See below a breakdown of the world’s 50 most valuable companies, which represent US$34 trillion in combined market capitalisation. This highlights the dominance of the Technology sector ($19.3 trillion), followed […]