Australia a Risk Haven? Not Today, Mate
Speculation that Australia will lose its AAA rating due to political deadlock at the polls has probably been enhanced by the final downgrade to...
245 Views
We Remain Concerned Over Medium-Term Risks
Aurizon's share price has appreciated substantially during the past four months, underpinned by the recent rally in metallurgical coal prices,...
175 Views
Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
231 Views
Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
331 Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
524 Views