Tags » Australia & NZ

Dearth of capital investment

Interesting graph from RBA governor Glenn Stevens.

A striking feature of the global economy, according to World Bank and OECD data, is the low rate of capital investment spending by businesses.

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US & Canada

Why our prep-school diplomats fail against Putin and ISIS | New York Post

“Why do our “best and brightest” fail when faced with a man like Putin?” Ralph Peters asks. “Or with charismatic fanatics? Or Iranian negotiators? Why do they misread our enemies so consistently, from Hitler and Stalin to Abu Bakr al-Baghdadi, the Islamic State’s self-proclaimed caliph?” 203 more words

US & Canada

Deflation in Australia?

The Eurozone experienced negative CPI growth over December/January.

Australia shows consumer price growth declining at the end of 2014. The next CPI update (Q1 2015), at end of April, is likely to reflect further slowing. 14 more words

UK & Europe

Goldman describes Australia’s lost decade | Macrobusiness

Posted by Houses and Holes. Reproduced with kind permission from Macrobusiness.

Goldman’s Tim Toohey has quantified the unwinding commodity super-cycle for ‘Straya':

Lower commodity prices risk $0.5trn in forgone earnings…

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Australia & NZ

Health Care (Australia)

A chart of Australia’s ASX 200 Health Care , compared to Financials-x-Property and the overall index over the last 15 years, shows that outperformance of the Health Care sector is not just a recent occurrence. 11 more words

Stock Markets

Health Care

One of the top-performing sectors, both in the US and Australia, is Health Care.

The strength of a momentum strategy is the ability to identify and concentrate investment in outperforming sectors like this. 21 more words

US & Canada