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- Where's the 'Beef' in Recent Earnings?
- The Fundamental Analyst submits: There seems to be a general consensus that 1Q09 earnings were better than expected. That was certainly true for the banking sector which reported some strong headline numbers but that under the surface showed low quality and in some cases dubious earnings. However a closer...
- External links 2009-06-10
- Aussie GDP Rises 0.6% in 2Q09
- The Fundamental Analyst submits: Australian GDP rose a seasonally adjusted 0.6% in the second quarter according to the ABS yesterday. GDP was also up 0.6% from 1 year ago. The government’s redistribution policies, I mean "stimulus", have had the desired effect of keeping the economy in positive growth...
- External links 2009-09-03
- Australian Retail Sales Fall in July
- The Fundamental Analyst submits: [click to enlarge charts] Data out from the ABS yesterday showed July retail sales fall a seasonally adjusted -1.0% after a revised -0.8% fall in June. Drilling down into the components, the biggest declines were in Food -1.9% and Household Goods -3.6%. Department Stores...
- External links 2009-09-09
- Rise in Impaired Assets at Australian Banks Slows in 3Q09
- The Fundamental Analyst submits: click to enlarge charts Along with the release of the RBA bulletin yesterday, were a number statistical tables worth keeping an eye on for gauging the health of the Australian banking system. Chief among them the rise in impaired assets in the...
- External links 2009-09-17
- Baltic Dry Index Tells the Real Economic Story
- The Fundamental Analyst submits: Let me preface this discussion by stating that I am not a technical analyst and don’t pretend to be. In this post you won’t see any discussion of resistance and support levels, wave counts, bollinger bands, head and shoulder patterns or channels. However that doesn’t...
- External links 2009-09-23
- U.S. Economy Improving but Lingering Problems Remain
- The Fundamental Analyst submits: The XAO rose 5.7% in September, making it the 7th consecutive monthly rise and defying many pundits' expectations, including mine, of a pullback. When everyone is expecting a pullback that’s probably as good a reason as any for it not to happen. by...
- External links 2009-09-30
- U.S. Consumer Credit Continues to Contract
- The Fundamental Analyst submits: The latest Federal Reserve report on the state of US consumer credit showed the seventh straight contraction in August with total consumer credit falling a seasonally adjusted $12 billion or at a -5.8% annual rate. Year over year, consumer credit is down -4.4%. by The...
- External links 2009-10-08
- Australian Unemployment Drops in September
- The Fundamental Analyst submits: [click to enlarge] The resiliency of the Australian Labour market continues to surprise with a seasonally adjusted 40,600 jobs added in September according to the monthly labour force data released by the ABS yesterday. Full-time employment rose by 35,400 whilst part-time...
- External links 2009-10-09
- Move Along, No Aussie Housing Bubble to See Here
- The Fundamental Analyst submits: [click to enlarge] The price of Established Australian Homes rose 4.2% in 3Q09 according to a report released by the abs today. Melbourne led the gains with a rise of 4.7% in the September quarter closely followed by a 4.4% rise...
- External links 2009-11-03
- Australian All Ordinaries Rises to 4484: Bear Rally or New Bull?
- The Fundamental Analyst submits: The All Ordinaries Index made it 6 in a row in August rising 5.5% to close at 4484. From the March low the XAO has risen 44.1% – an impressive rally by any standard. However, is it just a bear market rally or...
- External links 2009-08-31
- Australia?s Resilient Labor Market
- The Fundamental Analyst submits: [click to enlarge charts] The Australian labour market continues to defy expectations adding 32,200 jobs in July according to the monthly employment report from the ABS on Friday. Looking at the details, 16,000 full-time jobs were lost whilst 48,200 part-time jobs were added....
- External links 2009-08-09
- Australia: Unstimulating Retail Sales In June
- The Fundamental Analyst submits: [click to enlarge chart] Australian retail sales fell a seasonally adjusted -1.4% in June driven by an -8.8% fall in department store sales and a -7.4% drop in clothing and soft goods. Shoppers took a break from the intoxicating effects of the...
- External links 2009-08-05
- Update: Five Worst Bear Markets
- The Fundamental Analyst submits: A quick update of the 5 Worst Bears chart click to enlarge. Note that I have penciled in the latest bear market as ending in March, even though I would not be surprised to see the market trade down to new lows again....
- External links 2009-06-17
- Bank of International Settlements Annual Report Is a Toxic Asset Reality Check
- The Fundamental Analyst submits: It seems the Bank of International Settlements (BIS) is not buying into the green shoots meme of recovery. More specifically, they call into question the health of banks that still carry large amounts of toxic assets on their balance sheets. From the Guardian: Recovery threatened...
- External links 2009-06-30
- Declining U.S. Home Prices Slow
- The Fundamental Analyst submits: US Home prices as measured by the Case-Shiller Home Price Index continued their decline in April although at a slower pace. From their peaks, the 10 city index is now down -33.6% whilst the broader 20 city index is down -32.6%. Year over...
- External links 2009-07-01
- Nonfarm Payrolls Continue to Fall
- The Fundamental Analyst submits: June non-farm payrolls fell -467,000 after a revised loss of -322,000 in May. Expectations were for losses of approximately -365,000. The breakdown of the report is as follows: by The Fundamental Analyst
- External links 2009-07-02
- Aussie Job Ads Continue to Slide
- The Fundamental Analyst submits: click to enlarge The ANZ job ad series released today showed continued declines in total job ads, falling a seasonally adjusted 6.7% in June. Job ads on the internet fell -7.2% whilst newspaper adds rose slightly, registering a 0.2% gain. ...
- External links 2009-07-06
- Say Hello to ppip, Son of PPIP
- The Fundamental Analyst submits: When Banking Industry Lobbyist Treasury Secretary Geithner announced the PPIP program back in March, markets rallied on the prospect that banks might finally rid themselves of toxic assets. 4 Months later and the PPIP has morphed, or more correctly shrunk, into the ppip. Originally meant...
- External links 2009-07-09
- National Australia Bank Employs Mark to Fantasy to Mask Losses
- The Fundamental Analyst submits: It seems NAB is employing the same mark to fantasy accounting treatments as US banks. According to law firm Maurice Blackburn, NAB (NABZY.PK) failed to disclose the true value of its exposure to toxic CDOs. [click images to enlarge] by The Fundamental Analyst
- External links 2009-07-13
- Australian Banks Have Not Yet Reached Peak Credit Losses
- The Fundamental Analyst submits: As I’ve been saying repeatedly, Australian banks have not yet reached peak credit losses in the current cycle and all will be forced to raise new equity and/or cut dividends. Just 2 weeks after ANZ raised in excess of $2.2 billion, National Australia...
- External links 2009-07-22
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