«

»

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

 

PDF24    Send article as PDF   
pub-5731955080761916

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

Follow

Get every new post on this blog delivered to your Inbox.

Join other followers:

%d bloggers like this: