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Showing 111 - 120 of 1553 results for %22Expectations Index%22

Chief economist update: Fundamentally overvalued

BENJAMIN ONG  |  FRIDAY, 17 JAN 2020
... fixed-term deposits (around 1.5%) and 1.19% from Australian 10-year bonds. Never mind that company earnings growth expectations remain muted - Morgan Stanley forecasts 2019-20 earnings per share growth of 3.8% - with the Australian economy expected to ...

Chief economist update: Aussie Black Friday spend will end Saturday

BENJAMIN ONG  |  MONDAY, 13 JAN 2020
... spending. The ABS reported that retail sales jumped by 0.9% in the month of November. This is more than double market expectations for a 0.4% increase and follows increases of 0.1% in October and 0.2% in September. According to Ben James, director of ...

Chief economist update: More jobs dull rate cut bets

BENJAMIN ONG  |  FRIDAY, 20 DEC 2019
... country's labour market. This is because good news is bad news - that is, the good news on jobs bring bad news on expectations for another RBA interest rate reduction come February 2020, and based on seasonally adjusted figures, the 'Labour Force ...

Chief economist update: It's Christmas time in the city

BENJAMIN ONG  |  MONDAY, 9 DEC 2019
... and the highest reading in seven months. Both the current conditions index (up 3.6 points to 115.2) and the expectations index (up 1.6 points to 88.9) increased over the month. "let it snow, let it snow, let it snow". Yes Virginia, it's snowing jobs. ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... income research and alternatives. "Many active fixed income managers are rebasing their fees, as the actual return expectations have come down," Sebire says. "If the yield to maturity on [government bond indices] is less than 2%, it is just not fair ...

ACSI, AFIC respond to Westpac scandal

ELIZABETH MCARTHUR  |  TUESDAY, 26 NOV 2019
... Westpac. "The actions taken today reflect the seriousness of the incidents and the failure of the bank to meet community expectations. ACSI will continue to engage with Westpac on a range of issues to determine whether further action is needed," ACSI ...

Chief economist update: US consumer power

BENJAMIN ONG  |  MONDAY, 25 NOV 2019
... and 60% of S&P 500 companies have reported a positive revenue surprise." A good result but... a result of managed expectations? Factset notes that: "For Q3 2019, the blended earnings decline for the S&P 500 is -2.3%. If -2.3% is the actual decline for ...

Chief economist update: How low will Lowe go?

BENJAMIN ONG  |  FRIDAY, 15 NOV 2019
RBA rate cut expectations strengthened after the release of worse-than-expected Australian labour market report. Duh! If financial markets were waiting for the jobs report to raise the odds of another Reserve Bank of Australia (RBA) rate reduction ...

Chief economist update: Good news is good news

BENJAMIN ONG  |  MONDAY, 4 NOV 2019
... best. The US labour market remains robust with the economy adding 128,000 jobs in October, way more than consensus expectations for just an 89,000 gain and the unemployment rate remained near September's 50-year low of 3.5% in September to 3.6% last ...

Chief economist update: Fed pause could be a short one

BENJAMIN ONG  |  FRIDAY, 1 NOV 2019
... month; the core PCE price inflation rate decelerated to 1.7% from 1.8% over the same period. Not only that, inflation expectations - as measured by the yield differential between 10-year Treasuries and Treasury Inflation Protected Securities (TIPS) - ...