Market Overview

Quick RecapThe RBA cut rates as anticipated by most traders today in what looks like a low-risk insurance payment for the economy and domestic inflation. But with no clear further easing bias and a...

The RBA has cut the official cash rate by 0.25% taking it to 1.5%, a new record low.Money markets had priced in around a 70% probability of a cut and economists were split roughly 80%/20% in favour of...

Quick recapStocks are showing signs they may have peaked as psychology shifts a little. That's hardly surprising given oil's continued collapse and after such a solid run together with the recent loss...

Early Friday trade was all about the Yen JPY/AUD after the BOJ disappointed traders by easing policy but not to the extent that the market was hoping, causing some wild gyrations in both USD/JPY...

Investment markets and key developments over the past week While Australian shares push higher over the last week, other major share markets declined. US shares fell as oil prices declined, Eurozone...

I won’t go into huge depth about the BOJ meeting, but it’s fair to say they delivered the minimum. The vote count painted the clearest picture and there was little appetite to increase the...

Quick RecapThe Fed put a rate cut, possibly as soon as September, back on the table overnight. But the US dollar fell. As the Aussie dollar bounces back toward 75 cents and Euro rallies back toward...

Quick RecapThe Fed put a rate cut, possibly as soon as September, back on the table overnight. But the US dollar fell. As the Aussie dollar bounces back toward 75 cents and Euro rallies back toward...

Although not held in the most recent Rivkin Blue Chip portfolio, Woolworths Ltd (AX:WOW) has been a regular feature in this portfolio in the past. As a very well recognised business in Australia, most...

Quick RecapThe release at 11.30am this morning of Australia's second quarter CPI data is probably the single most anticipated data release for Aussie dollar traders in ages. That's because after the...

The Australian dollar have proven stubbornly resilient in recent months, raising doubts about my year-end call that it would fall to US65c. That said, a number of forces appear to be now conspiring to...

Key megatrends relevant for investors are: slower growth in household debt; the backlash against economic rationalism & rise of populism; geopolitical tensions; aging and slowing populations; low...

Quick RecapStocks continue to push higher in the US with another new weekly high close. But signs are there that a top is forming. Elsewhere the US dollar (AX:USD) remains strong with the Euro...

Cable was again the centre of attention on Friday, and having begun the session looking quite well bid it continued its recent choppy action by heading sharply lower following the release of the very...