Preparing for inflation, but dubious of growth
While investors are expecting the new Trump administration to significantly boost inflation, a fall in real bond yields suggests they are less optimistic about growth.
ASX needs earnings fuel to extend rally
For the ASX to extend its year-to-date return it clearly is going to need more positive earnings surprises.
Inside the Aussie dollar's global domination
Currency traders say investment flows, as much as if not more than economic fundamentals, are behind the Aussie's stellar rise.
Buy, Hold, Sell: Sydney Airport, Telstra, Westpac
This week on Buy, Hold, Sell Centennial Asset Management's Matthew Kidman looks at bond proxies and yields.
US stocks climb for fourth straight week
US stocks climbed as financial companies rallied, economic data beat expectations and corporate earnings continued to show profit growth.
UK retail sales extend slide
The UK consumer finally appears to be cracking - potentially taking Britain's economic strength with it.
Traders named in rand-conspiracy probe
Some of the world's biggest banks including Macquarie and ANZ have been identified in a South African currency probe.
Kraft Heinz offers $187b for Unilever
Kraft Heinz offered to buy Unilever in a $US143 billion cash and share deal, which was immediately rejected as too low.
Upbeat earnings mood punctuated by the misses
Warnings market optimism is running too high after the election of Donald Trump and China's stimulus buzz.
Mergers and acquisitions set to explode in 2017
Healthcare regulation, mining exploration and Chinese interest is likely to give M&A; a boost in 2017.
