Apr 12

A Couple of Market Outlook Reports (JV w RIMSec)

I’m a little late with the first one of these but the second is hot of the press, so to speak. The following links are Market outlook reports provided by Rim Securities, and written by yours truly for Delta Research & Advisory.

The March update (that is only 2-3 weeks old) can be downloaded here; and the April update can be downloaded here. Please note, it does have more of a fixed income focus.

We should be seeing some further Euro concerns in the short term (Portugal) and Abenomics in Japan is certainly creating a bit of interesting sharemarket, bond market and currency movement right now…in fact the Australian dollar is at a record high on trade-weighted terms which is not good for Australian exports in the short term but if Abenomics gets the results long term then it will provide an improved blueprint for Europe to work off.

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