Insights

Crude surged on the muted impact of shale, while a sterling spike and strong labour data were welcome in the UK.

arnings reports in spotlight ahead of next week's Fed policy meeting.

In his upcoming speech at Davos, Tony Abbott needs to work hard to sell the G20 Summit to world leaders, while also detailing what Australia hopes to achieve in the process.

Fitch makes a strong case for NAB to sell its UK assets, while intrigue still surrounds Murray Goulburn and Kirin's stakes in WCB.

It's no longer the growth machine of Europe, but that hasn't stopped Germany from embarking on a domestic spending spree while preaching austerity to the rest of Europe.

Since the height of the Eurozone public debt crisis in September/October 2011, global shares are up 58% and Australian shares are up 37%. After such strong gains an obvious issue is whether shares have got ahead of themselves, leaving them vulnerable to a fall. This note looks at the risks.

Rising valuations on the ASX prompts a portfolio review and a signal to prepare an ANZ for CBA switch.

Small resources stocks are set for a good recovery as base metals prices firm.

The household products company has returned from the brink, and is driving ahead with a range of reforms.

This week we look at Telstra, Transurban, Super Retail Group, Woodside Petroleum and GPT Group.

The Australian dollar surged after official data showed the consumer price index climbed 2.7% for 2013, beating expectations for 2.5%.

The good oil on Caltex, eBet, and picking the market line.

Gauging the outlook for tine, and listed funds for SMSF portfolios.

It would be unwise for the Reserve Bank to raise rates amid a temporary inflation spike. Doing so would threaten economic rebalancing and the dollar's depreciation.

Rio Tinto and BHP Billiton have delivered record production volumes, but falling commodity prices mean they need to reduce costs quickly if they are to deliver the shareholder returns expected.

Critics of renewables are citing last week's heatwave to suggest solar and wind are unreliable and their growth risks power black-outs. Yet they actually proved to be remarkably predictable - key to ensuring reliability.