January 30, 2012
SOMETHING NEW - ECINYA CONCISE INSIGHT: In the markets and in the world of macro economics everything is related to everything else. Each part of the jig-saw puzzle to assist in foretelling the future in even a hazy way, is incremental, and scattered pieces of data and interpretations when presented together can add perspective to deeper and broader articles floating about in our world of information over-load. This week interesting statements came from Ben Bernanke, Judith Sloan had two interesting articles on Davos in The Australian, and US GDP looked OK but was not.
January 13, 2012
This Insight offering is Part 2 of our 2012 Overview series. Next week we will focus on global and local economics as the final instalment. This Insight covers our 2012 forecasts for the SP500 (our global proxy) and the All Ordinaries index and the context and background to these forecasts. Any forecast is a prediction and calculation related to future events. The future is difficult to predict both in relation to time and dimension. Therefore, the underlying hypothesis has to be set out so that as events unfold and time passes, the forecasts can be measured to provide confidence or provoke action. Exercise caution in your affairs as the jury is divided on prospects for the year ahead.