| 19 Dec 2008 |  |  |
Australian Markets Weekly |
|  | Glenn Stevens unplugged: 'The last cut is the deepest'. Ben Cousins wins Bronlow No. 2. NSW Premier Jeff Kennett appointed under controversial circumstances . |
| 15 Dec 2008 |  |  |
Australian Markets Weekly |
|  | We have cut our already below consensus forecast for GDP in 2009 of 1.3% to 0.5%. Cash rates are now expected to fall to 3%. Downside risk still evident as Japan and China's crash becomes evident. |
| 5 Dec 2008 |  |  |
Australian Markets Weekly |
|  | Central banks are making deep slashes to policy rates, taking them to historic lows. |
| 28 Nov 2008 |  |  |
Australian Markets Weekly |
|  | Stock markets have had a better week but volatility is still very high by historical norms. Business investment intentions remain robust, as mining underpins the growth outlook. |
| 21 Nov 2008 |  |  |
Australian Markets Weekly |
|  | Situation still serious, Governor says but let's not be overly gloomy. Market pricing for 125 bps in December: overdone? Australia has a lot of policy firepower to support growth. |
| 17 Nov 2008 |  |  |
Australian Markets Weekly |
|  | Our NAB Business Survey for October showed a record plunge in business confidence and conditions are pointing to subdued Non-farm GDP. |
| 7 Nov 2008 |  |  |
Australian Markets Weekly |
|  | Stock markets dreadfully difficult but banks' cost of funds fall, as rescue packages get some traction. |
| 3 Nov 2008 |  |  |
Australian Markets Weekly |
|  | RBA's Battellino balances gloom and doom talk. Says Australian housing/ mortgage markets and economy in good shape. |
| 24 Oct 2008 |  |  |
Australian Markets Weekly |
|  | Volatility still very high AUD movements unprecedented. But funding costs for banks are improving. RBA concerned about deteriorating economy and we still expect 50bps in November. |
| 20 Oct 2008 |  |  |
Australian Markets Weekly |
|  | Volatility in markets has hit record highs testing times for investors. Fears of China recession hit Australia. Rudd Government reacts with policy package which is substantial, well targeted and ti... |
| 15 Oct 2008 |  |  |
Australian Markets Weekly |
|  | RBA shows the leads with aggressive 100 bps cut. (Delayed) follow up coordinated 50 bps rate cuts fail to inspire confidence. |
| 3 Oct 2008 |  |  |
Australian Markets Weekly |
|  | Global forecasts unchanged. But risks of very hard landing rise. Nab lowers its Australian RBA Rate Outlook to 5% by early 2009. The RBA to start with 50 points next week. |
| 29 Sep 2008 |  |  |
Australian Markets Weekly |
|  | Markets waiting on decisive action on the US$700bn rescue package. |
| 22 Sep 2008 |  |  |
Australian Markets Weekly |
|  | After a wild ride in the markets, Wall Street stocks rallied in anticipation of a bank bail-out package from the US Government. |
| 15 Sep 2008 |  |  |
Australian Markets Weekly |
|  | Market pricing has reduced the chances of a further cut by the RBA to about 68%. |