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Weekend Links 16-17 June, 2018

June 16, 2018 - 08:02 -- Admin

    All night joint, Frank Andrew, 1946, Art Gallery of NSW I will load more later but I need to run kids around first – G   Global Macro, Markets & Investing Trump announces $50bn in China tariffs, escalating possibility of trade war – Guardian       Americas         Asia

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MB Fund May Performance

June 16, 2018 - 05:39 -- Admin

May continued to see positive returns across our portfolios,  our Australian fund was up 2% and the rest were up around 1% over the month. These returns came as protectionist trade rows flared and markets belatedly realised that European growth is slowing more sharply than expected – themes that we were relatively well positioned for.

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Weekend Chartfest 16 – 17 June, 2018

June 15, 2018 - 22:47 -- Admin

Australia Australia – change in 20% deposit for median priced dwelling, major cities 2008-2018     Australian mortgage rates     Australia – Credit impulse and house prices (1)     Australian lending growth and house prices (2)     Housing Finance, Annual Growth – Owner occupiers     Housing Finance, Annual Growth – specufestors

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Macro Afternoon

June 15, 2018 - 16:30 -- Admin

A mixed end to a big week here in Asia with only Australian stocks putting on a solid bid, although Japanese stocks rallied later in the afternoon as Governor Kuroda was upbeat about Japanese growth prospects. Trump is having another go at China with a new round of tariffs set to be announced today, ramping

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Luci Ellis: Infrasctucture sucks

June 15, 2018 - 16:08 -- Admin

For once the RBA’s Luci Ellis making good sense: I’m grateful for the opportunity to speak to you today, and conscious of the infrastructure expertise in the room. There wouldn’t be anything I could add to what you know about project design, selection or funding. What I would like to do today is place infrastructure

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Chinese house prices reaccelerate

June 15, 2018 - 15:57 -- Admin

Hmm, Chinese house prices are out today and there’s life in this sucker yet. Monthly gains accelerated for the fourth straight month to 0.7% though year on year was flat at 4.7%: Here is the raw data: The seventy city price balance chart shows a reasonably broad-based acceleration: Though it is clearly still weighted heavily

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Australian dollar burning ignites ASX

June 15, 2018 - 13:12 -- Admin

The AUD is still under pressure this morning: Bonds are bid: XJO has launched: Dalian is soft: Big miners are up: Big oil is up: Big Gold is up: Even Big Scum has rebounded as yields fall: And Puswad: A word of warning, Shanghai is breaking down as capital flight intensifies: But for today the

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More on rising mortgage arrears

June 15, 2018 - 11:45 -- Admin

Via S&P: Arrears on the mortgages underlying Australian residential mortgage-backed securities (RMBS) increased during the past year, according to S&P Global Ratings’ first-quarter 2018 edition of “RMBS Performance Watch: Australia.” Mortgage arrears continued to rise in resource states, where conditions for mortgage performance have remained more challenging. S&P Global Ratings has updated its arrears data

How did the MB Fund beat the “bond kings”?

June 15, 2018 - 11:30 -- Admin

It’s over and the MB Fund won. The “bond kings” Jeff Gundlach and Bill Gross have been vanquished. How did the MB fund do it? First, recall that Jeff Gundlach has been for the past six months telling everyone to buy emerging markets and commodities. Second, Bill Gross has been telling everyone to bet on a

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Tracking today’s house prices falls versus previous corrections

June 15, 2018 - 11:00 -- Admin

By Leith van Onselen CoreLogic’s Cameron Kusher has released interesting analysis looking at prior housing corrections, which saw some major capitals post double-digit peak-to-trough losses: This week’s blog presents the recent periods in which dwelling values have fallen across each capital city and how long values have taken following these falls for values to eclipse

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