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Aug 15

RimSec August Research Update

I can’t believe its four weeks since my last post so obviously its been a terribly busy period. Anyway, something I have completed is a market/economic update and if anyone’s interested you can download it here.

The update is probably consistent with what is being said everywhere…but either way…

  • The mining investment boom is over and the RBA has decreased to a record low 2.5% to aid the economy moving forward
  • The lower Australian dollar will help the economy, and should balance inflation in the face of a weaker labour market
  • Markets believe another rate cut will occur by the end of the year
  • The global economy is growing but not at strong levels
  • Low interest rates for a long time so reduce your investment return expectations…particularly as assets get expensive as the chase for yield continues
  • There’s bound to be an increase in risky asset volatility when Bernanke does finally begin to taper QE3 so don’t invest outside your risk tolerance

 

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