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Scoreboard: European slide

European markets took a hit on ECB securities purchasing news, while Wall Street ended flat and the Australian dollar gained some ground.

03 Oct 2014
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Get set for the next great $US bull run

Over the past forty years the United States dollar has experienced several boom-bust cycles spanning between 6 and 10 years. Both history and relative economic fundamentals suggest we may now be in the relatively early stages of the next great US dollar bull run.

03 Oct 2014
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The RBA's property argument is full of holes

The RBA looks to have sensibly ruled out higher loan-to-value ratios to slow house price growth, but its current proposal is still flawed simply because there's no justification for taking any action at all.

02 Oct 2014
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Silence on property breeds anxiety

While the RBA continues to voice its concerns about the Melbourne and Sydney property markets, we don't actually know enough about the impact of investor activity because Treasury hasn't done any work on it.

02 Oct 2014
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