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  • 23 July 2015
    Corporate profits - Can the US go it alone?
    In the current environment, corporate profits are the key element keeping both leverage and debt serviceability in check. In our view, US corporate profits may struggle to begin a sustainable increase without a global recovery that lifts foreign receipts.
  • 17 July 2015
    Australian dollar weakness due to expectations for Reserve Bank rate cuts
    Much of the current weakness surrounding the Australian dollar is due to market expectations for rate cuts. In our view, the signs of improvement we are starting to see in the economy should prevent the RBA from cutting the cash rate further, so we would not be surprised if the Aussie began to reverse some of its losses.
  • 15 July 2015
    Greece faces further hurdles before it can secure Eurozone deal
    The hurdles for a deal remain immense, with the German government needing parliamentary authority even to formally open negotiations with Greece. In addition, Greece requires immediate funding to pay its debts and assist in removing capital controls and reopening the banks. The longer the current situation drifts on, the greater the funding that Greece will need as its economy slides into depression.
    • Read more news
Latest news
  • 23 July 2015
    Corporate profits - Can the US go it alone?
    In the current environment, corporate profits are the key element keeping both leverage and debt serviceability in check. In our view, US corporate profits may struggle to begin a sustainable increase without a global recovery that lifts foreign receipts.
  • 17 July 2015
    Australian dollar weakness due to expectations for Reserve Bank rate cuts
    Much of the current weakness surrounding the Australian dollar is due to market expectations for rate cuts. In our view, the signs of improvement we are starting to see in the economy should prevent the RBA from cutting the cash rate further, so we would not be surprised if the Aussie began to reverse some of its losses.
  • 15 July 2015
    Greece faces further hurdles before it can secure Eurozone deal
    The hurdles for a deal remain immense, with the German government needing parliamentary authority even to formally open negotiations with Greece. In addition, Greece requires immediate funding to pay its debts and assist in removing capital controls and reopening the banks. The longer the current situation drifts on, the greater the funding that Greece will need as its economy slides into depression.
    • Read more news
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