Australia Market and Currency Year to Date Performance

The Australia Market ASX 200 has tracked the S&P 500 closely so far this year but in the last few days, the Australia large cap index increased the spread to 2% year to date. The surge can be attributed to: 1. The conclusion of negotiations over the Australia – Japan Free Trade agreement The agreement […]

US Labor Participation Rate Uptick

The March US non farm payroll came in at 192k just a nudge below consensus expectation of 200k. The whisper number going around the market was alot higher than 200k as it was looking for revisions and catch up from the bad weather seen from December 2013 to February 2014. Major indexes initially had an […]

2014 Fed Tapering Schedule

Forecast of 2014 Fed Tapering Schedule at Current Rate. At the current pace, tapering of treasury and MBS purchases is expected to cease by Q3/Q4 2014.   2014 Fed Tapering Schedule  2014  Meeting Dates Original Fed Buying Amount Tapering Rate After Tapering Monthly Buying Amount $75 Billion December 17-18 $10 Billion $65 Billion January 28-29 […]

Growthpoint Properties (GOZ)

ASX listed GOZ is a stapled security of Growthpoint Properties Australia Limited and Growthpoint Properties Australia Trust with approx 44% of income from owning offices (B grade) and 56% from industrials. As the result of focusing on B grade properties and industrials, the cap rate of the portfolio at 8-9% range is higher than other […]