Oliver's Insights
Australia’s less than certain election result
24 August 2010
- The unclear Australian election result has added to investor uncertainty in Australia and doesn’t augur well for stable visionary policymaking for the next term of government.
- Beyond a few financial market jitters and lost opportunities until the next election, the uncertain election outcome doesn’t justify big falls in Australian investment markets, as it’s unlikely to threaten Australia’s favourable longer-term prospects.
View Australia’s less than certain election result (PDF - 208 Kb)
Inflation, deflation or just 'lowflation'?
9 August 2010
- It is hard to see the surge in wheat prices over the last two months having anything other than a minor temporary impact on the rate of inflation.
- More fundamentally, thanks to continuing excess capacity in major industrialised countries, deflation is more of a risk than a surge in inflation.
- This means continuing low global interest rates and bond yields for some time to come.
- Deflation is less of a threat in Asia and Australia.
View Inflation, deflation or just 'lowflation'? (PDF - 333 Kb)
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