Opinion

The biggest risk on China’s horizon - corporate debt

Chinese debt growth rates have been very high and rising so we need to question the sustainability of it’s economic growth. If Chinese growth stalls, there will be an immediate, negative flow on to the AUD and our share market.

Tuesday 12 April 2016 by
Week in review

Trading Desk – The ‘big 4’ raise mortgage rates

Last week, the ‘big 4’ banks increased their variable mortgage rates, to compensate for higher capital requirements due to be implemented mid-2016. Yields finished marginally lower, with government bonds down at 1.82% and 2.61% for the 3 year and 10 year respectively. In trading, the highlight was BHP Billiton bonds with four out of five lines added to the DirectBonds list

Tuesday 27 October 2015 by
Opinion

China GDP achieves plan again

China’s real GDP growth in the 3rd Quarter of 2015 was 6.9% (annualised) according to official figures released on Monday. The official target for 2015 is 7.0% p.a. growth, and so far in 2015, the results released show China is on track. But is it really?

Tuesday 20 October 2015 by
Week in review

Trading Desk – uncertainty guides investors

The RBA's minutes released last week maintained its accommodative stance and data dependent outlook. With the Australian dollar faltering following concerns over China last week, the preference for high quality paper continued to be highlighted

Monday 24 August 2015 by
Week in review

From the Trading Desk

Greece accepts austerity measures, doubts about China’s 7% growth rate, UK and US interest rate rises on the cards

Monday 20 July 2015 by
Week in review

From the Trading Desk

Drama continues in Greece where banks have been closed for a fortnight, markets kept watch on China’s stock market and as expected, the RBA left the cash rate unchanged at 2%

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