Shane Oliver
Shane Oliver
effort largely linked risk
You need to put effort into determining the return, which is largely linked to the risk of the borrower.
lasting relevance zealand
Developments in New Zealand are of little relevance to Australia, so won't have a lasting impact.
asian past stocks themselves turned
Asian stocks have completely turned themselves around the past decade, and they're going higher.
bank build exactly help increased investment pressure reserve wants
This is exactly what the Reserve Bank wants because increased investment reduces inflationary pressure and will help build capacity.
approach past six
It is a significant psychological milestone, the approach of which has triggered some profit-taking over the past six weeks.
assessment australian continue earnings global higher mainstream remains shares slightly stronger thanks yields
Our assessment remains that Australian shares will continue to outperform mainstream global shares thanks to a combination of higher dividend yields and slightly stronger earnings growth.
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.
assessment australian continue course earnings global growth higher mainstream next resources shares slightly stronger thanks
Our assessment is that Australian shares will continue to outperform mainstream global shares over the next year, thanks to a combination of higher dividend yields, slightly stronger earnings growth (helped of course by the resources sector) and franking credits.
bank central consumer economic fuel interest prices rates rising slowing spending
Rising fuel prices will keep a lid on consumer spending for some time, slowing economic growth. The central bank will keep interest rates on hold.
data economic generally numbers rates recent reserve rise run soft support
Recent economic data has been on the soft side. There is nothing in the recent run of generally soft numbers that would support another rise in rates by the Reserve Bank.
globally hostage largely market
Our market will be largely hostage to what's going on globally this week.
costs easier people pushing retail seems small stock
For the retail investor, a stock that costs $1 seems easier than a big-cap stock that costs $30, $40 or $80, so people are pushing into small caps.
appear correction entered fairly global markets period share start strong
Global share markets appear to have entered a period of correction after most markets had a fairly strong start to the year.
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.