| 1 Sep 2008 |  |  |
Australian Markets Weekly |
| | The market has fully priced a 25bps cut next Tuesday |
| 22 Aug 2008 | | |
Australian Markets Weekly |
| | G7 growth fundamentals deteriorate. |
| 15 Aug 2008 | | |
Australian Markets Weekly |
| | The quarterly RBA Statement on Monetary policy added to the case for a rate cut and increasing concern about China was a new feature. |
| 11 Aug 2008 | | |
Australian Markets Weekly |
| | The RBA has laid the ground-work for a 2 Sep cut. |
| 5 Aug 2008 | | |
Australian Markets Weekly |
| | The Good, The Bad & The Ugly: Trade position back in Surplus; Credit growth weak as housing credit slows to 21 year low. |
| 28 Jul 2008 | | |
Australian Markets Weekly |
| | Recent off-shore news has been negative and we are reviewing our forecast. Downward revision will be included in our June quarter Business Survey. |
| 18 Jul 2008 | | |
Australian Markets Weekly |
| | Big moves in markets this week on renewed uncertainty in the US |
| 11 Jul 2008 | | |
Australian Markets Weekly |
| | ABS reported an increase of 29,800 in June employment, much stronger than expected |
| 7 Jul 2008 | | |
Australian Markets Weekly |
| | Supply side pressures push oil to record highs. Little downside potential in near term. |
| 30 Jun 2008 | | |
Australian Markets Weekly |
| | The Fed has move back from the table: no more cuts are in the offing and a mild tightening bias is in place. |
| 23 Jun 2008 | | |
Australian Markets Weekly |
| | Exports and government policy: Australia's export volume growth in the 2000s has been surprisingly weak. |
| 16 Jun 2008 | | |
Australian Markets Weekly |
| | Central bank rate outlook: Australian economy's growth eases into Q2. |
| 10 Jun 2008 | | |
Australian Markets Weekly |
| | The RBA remains concerned about the outlook for inflation but its latest statement revealed no 'smoking gun' for a rate hike. |
| 26 May 2008 | | |
Australian Markets Weekly |
| | Treasury's Ken Henry believes Australia's inflation targeting regime has served us well and now is not he time to 'bin' inflation targeting. |
| 19 May 2008 | | |
Australian Markets Weekly |
| | Australia: The Budget was one of honoured election promises and a modest fiscal tightening, assuming the 'future funds' are not spent into the economy in 2008-09. g |
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