Tags » 1.Market Observations

13 Jan 2018 (AFR) - Retailers in epic fight - Landlords feel the power of online disruption

(13 January 2018, AFR, p40, by Tony Boyd)

‘Shopping centre landlords are starting to feel the disruptive power of online shopping as an increasing number of troubled retailers rebel against exorbitant rents. 74 more words

1.Market Observations

13 Jan 2018 (AFR) - Australian shares end downbeat week with marginal gains

(13 January 2018, AFR, p27, by Sarah Turner)

‘Australian shares ended with slight gains on Friday but lost ground over the week, with an advance in the mining sector not enough to offset weakness in consumer staples and real estate stocks. 54 more words

1.Market Observations

13 Jan 2018 (AFR) - Contagion risk embedded in big bond bubble

(13 January 2018, AFR, p25, by Christopher Joye)

‘Is the fixed-rate government bond market – to be distinguished from floating-rate securities – in the mother-of-all bubbles? 56 more words

1.Market Observations

12 Jan 2018 (AFR) - Bond ice age thaw will send shockwaves through global markets

(12 January 2018, AFR, p29, by Ambrose Evans- Pritchard)

‘Each super-cycle for bonds over the past two centuries has lasted the span of a career. The tide is immensely powerful. 176 more words

1.Market Observations

12 Jan 2018 (AFR) - UK pension funds sell down stocks on market bubble warning

(12 January 2018, AFR, p28, by Sarah Jones)

‘If the basic tenet of investing is knowing when to buy and sell, the stock market boom has taken that decision out of the hands of some money managers. 86 more words

1.Market Observations

12 Jan 2018 (AFR) - Investors uneasy after yield spike in US 10-year bonds

(12 January 2018, AFR, p1, 25, by Sarah Turner)

‘This week’s spike in 10-year US treasury yields appeared to take markets by surprise and left some investors wondering if the move is a… 86 more words

1.Market Observations

12 Jan 2018 (TheAge) - 'Astronomical': New iPhone X pushes retail sales sky high

(12 January 2018, The Age, p5, Peter Martin)

‘So big was the spending splurge on the new iPhone X that it pushed pre-Christmas retail sales to a record high in November, confounding expectations of a weak lead in to Christmas. 58 more words

1.Market Observations