Shane Oliver
Shane Oliver
bit consistent consumer decline demand economy expect fall pull rate starting
It's consistent with an economy that's starting to pull back up in Korea, with a bit of consumer demand starting to come through again. I would expect the unemployment rate will start to decline and will fall further.
cent consensus december growth per profit year
Consensus expectations are for profit growth of 13.4 per cent for the year to the December quarter.
bail coal iron jump prices rely shows trade
It shows you can't rely on another big jump in coal and iron ore prices to bail out the trade deficit.
appears correction due period
A correction or period of consolidation is due and this now appears to be happening.
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.
australian earnings market share strong thanks
So on this basis, and thanks to very strong earnings growth, the Australian share market is still cheap.
effort largely linked risk
You need to put effort into determining the return, which is largely linked to the risk of the borrower.
asian consumer fuels general japan performance picture profit shares spending
The general picture is for a substantial performance in Asian shares as consumer spending in Japan and China, in particular, fuels profit growth.
along bit chinese continues economy few investment motor past solid toward
The Chinese economy continues to motor along at a pretty solid pace. There has been a bit of a rebalancing of the economy over the past few years away from fixed-asset investment toward the consumer.
china commodity driving growth remains strong
The China growth story, which has been driving commodity prices, remains as strong as ever,
high households housing interest market petrol pressure rates remains slowing
The housing market remains in the doldrums. With the housing market still slowing and households under pressure from high petrol prices, interest rates will remain on hold.
continues data fed homes market pressure sales ultimately
The homes sales data is more important, because if the market continues to slow, that will ultimately take pressure off the U.S. Fed Reserve.