en-au Copyright 2008- BT Financial Group BT's Chief Economist Chris Caton and our expert product managers provide a recorded regular update on current market conditions. The updates are current, quick and easy to listen to. http://www.bt.com.au/rss/Chris-Caton.jpg 144 144 http://www.bt.com.au/bt-market-insights/podcasts/three-minute-market-update.asp http://www.bt.com.au/bt-market-insights/podcasts/three-minute-market-update.asp Business BT Financial Group BT's regular updates on current market conditions. BT's Chief Economist Chris Caton and our expert product managers provide a recorded regular update on current market conditions. The updates are current, quick and easy to listen to. BT Financial Group InternetContent@btfinancialgroup.com (BT Digital) No invest, investing, economist, stocks, stock, markets, australia, australian, global, economic, update, volatility, economics, business, news Fri, 24 May 2013 08:35:00 +1000 Fri, 24 May 2013 08:35:00 +1000 InternetContent@btfinancialgroup.com (BT Digital) 30 We should recover slightly from yesterday's -2% tumble, Nikkei -7% due to an unofficial purchasing managers index from China. FTSE and DAX fell more than 2% but the US shrugged it off: Dow -0.1%, S&P -0.3% We should recover slightly from yesterday's -2% tumble, Nikkei -7% due to an unofficial purchasing managers index from China. FTSE and DAX fell more than 2% but the US shrugged it off: Dow -0.1%, S&P -0.3% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130524-Chris-Caton-Update.pdf Fri, 24 May 2013 06:35:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130524-Chris-Caton-Update.mp3 3:02 We'll be down; down in US, up in EU - FTSE +0.5%, DAX +0.7%, Dow -0.5%, S&P -0.8% - FOMC minutes highlighted that the recovery may be slowing and Bernanke saying they are open to changing the QE rate, EU markets didn't see the late fall in US. We'll be down; down in US, up in EU - FTSE +0.5%, DAX +0.7%, Dow -0.5%, S&P -0.8% - FOMC minutes highlighted that the recovery may be slowing and Bernanke saying they are open to changing the QE rate, EU markets didn't see the late fall in US. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130523-Chris-Caton-Update.pdf Thu, 23 May 2013 07:45:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130523-Chris-Caton-Update.mp3 3:29 We may start down despite US rise (FTSE +0.7%, DAX +0.2%, Dow +0.3%, S&P +0.2%) due to St Louis Fed's chief James Bullard supporting quantitative easing. We may start down despite US rise (FTSE +0.7%, DAX +0.2%, Dow +0.3%, S&P +0.2%) due to St Louis Fed's chief James Bullard supporting quantitative easing. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130522-Chris-Caton-Update.pdf Wed, 22 May 2013 06:45:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130522-Chris-Caton-Update.mp3 2:18 US consumer cofidence index highest since July 2007 - pre-GFC - Dow +0.8, S&P +1%, FTSE +0.5%, DAX +0.3% US consumer cofidence index highest since July 2007 - pre-GFC - Dow +0.8, S&P +1%, FTSE +0.5%, DAX +0.3% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130520-Chris-Caton-Update.pdf Mon, 20 May 2013 06:25:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130520-Chris-Caton-Update.mp3 3:45 We'll start flat. Europe did nothing but US fell: Dow -0.3%, S&P -0.5% as jobless claims rose and housing starts fell 16%. We'll start flat. Europe did nothing but US fell: Dow -0.3%, S&P -0.5% as jobless claims rose and housing starts fell 16%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130517-Chris-Caton-Update.pdf Fri, 17 May 2013 06:35:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130517-Chris-Caton-Update.mp3 2:44 US industrial production fell 0.5% but home building rose, cheering markets: FTSE +0.1%, DAX +0.3%, Dow 0.4%, S&P 0.5% US industrial production fell 0.5% but home building rose, cheering markets: FTSE +0.1%, DAX +0.3%, Dow 0.4%, S&P 0.5% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130516-Chris-Caton-Update.pdf Thu, 16 May 2013 06:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130516-Chris-Caton-Update.mp3 2:51 We'll start well as we survived the budget and overseas markets were higher: FTSE +0.8%, DAX +0.7%, SP +1%, Dow +0.8% We'll start well as we survived the budget and overseas markets were higher: FTSE +0.8%, DAX +0.7%, SP +1%, Dow +0.8% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130515-Chris-Caton-Update.pdf Wed, 15 May 2013 06:35:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130515-Chris-Caton-Update.mp3 3:57 Almost nothing happened despite retail sales +0.1%, held down by falling gasoline prices. FTSE +0.1%, DAX flat, S&P flat, Dow -0.2% Almost nothing happened despite retail sales +0.1%, held down by falling gasoline prices. FTSE +0.1%, DAX flat, S&P flat, Dow -0.2% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130514-Chris-Caton-Update.pdf Tue, 14 May 2013 06:35:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130514-Chris-Caton-Update.mp3 3:32 We'll start +0.2% with the AUD at USD1.002 - falling below parity briefly on Friday - FTSE +0.5%, DAX +0.2%, SP +0.4% (+1.2% week), Dow +0.2% We'll start +0.2% with the AUD at USD1.002 - falling below parity briefly on Friday - FTSE +0.5%, DAX +0.2%, SP +0.4% (+1.2% week), Dow +0.2% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130513-Chris-Caton-Update.pdf Mon, 13 May 2013 07:15:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130513-Chris-Caton-Update.mp3 3:42 No direction for ASX today: FTSE and DAX +0.1%, SP -0.4%, Dow -0.1%, but still above 15,000. No direction for ASX today: FTSE and DAX +0.1%, SP -0.4%, Dow -0.1%, but still above 15,000. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130510-Chris-Caton-Update.pdf Fri, 10 May 2013 07:15:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130510-Chris-Caton-Update.mp3 4:23 We'll be up +0.5% with a positive due to policy boosting in Australia and Japan, with our rate cut : Nikkei +3.5% - but had been closed on Monday, FTSE +0.5%, DAX +0.9%, S&P +0.5%, Dow +0.6%. We'll be up +0.5% with a positive due to policy boosting in Australia and Japan, with our rate cut : Nikkei +3.5% - but had been closed on Monday, FTSE +0.5%, DAX +0.9%, S&P +0.5%, Dow +0.6%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130508-Chris-Caton-Update.pdf Wed, 8 May 2013 06:25:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130508-Chris-Caton-Update.mp3 3:31 We may start +0.25% despite no economic or company news, but the RBA board meets today. FTSE closed, DAX -0.1%, S&P +0.2%, Dow flat. We may start +0.25% despite no economic or company news, but the RBA board meets today. FTSE closed, DAX -0.1%, S&P +0.2%, Dow flat. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130507-Chris-Caton-Update.pdf Tue, 7 May 2013 06:25:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130507-Chris-Caton-Update.mp3 3:40 Another good session, FTSE +0.9%, DAX +0.2%, Dow and S&P +1% - US had a surprisingly good labour market report, +165,000 jobs (concensus expecting +150,000), previous month revised up as well. Another good session, FTSE +0.9%, DAX +0.2%, Dow and S&P +1% - US had a surprisingly good labour market report, +165,000 jobs (concensus expecting +150,000), previous month revised up as well. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130506-Chris-Caton-Update.pdf Mon, 6 May 2013 06:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130506-Chris-Caton-Update.mp3 6:01 We could be up +0.5% at the opening after a good night: FTSE +0.1%, DAX +0.6%, Dow and S&P +0.9% after the European Central Bank cut bench rate by 25 basis points and suggested implementing a negative interest rate. We could be up +0.5% at the opening after a good night: FTSE +0.1%, DAX +0.6%, Dow and S&P +0.9% after the European Central Bank cut bench rate by 25 basis points and suggested implementing a negative interest rate. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130503-Chris-Caton-Update.pdf Fri, 3 May 2013 06:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130503-Chris-Caton-Update.mp3 4:24 We'll be down; US April Manufacturing ISM fell and construction spending down leading to a weak night: both indices US -0.9%, FTSE -0.33% with most trading closed. We'll be down; US April Manufacturing ISM fell and construction spending down leading to a weak night: both indices US -0.9%, FTSE -0.33% with most trading closed. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130502-Chris-Caton-Update.pdf Thu, 2 May 2013 07:30:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130502-Chris-Caton-Update.mp3 3:36 We should start well today, AUD at USD 1.037 after a mixed night, S&P +0.25% (closing at an all-time record high, up 12% this year) Dow +0.1%, FTSE -0.4%, DAX +0.5%. We should start well today, AUD at USD 1.037 after a mixed night, S&P +0.25% (closing at an all-time record high, up 12% this year) Dow +0.1%, FTSE -0.4%, DAX +0.5%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/05-may/20130501-Chris-Caton-Update.pdf Wed, 1 May 2013 07:30:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/05-may/20130501-Chris-Caton-Update.mp3 3:56 US Q1 GDP increased 2.5% (forecast ~ 3%), held back by government spending, and inflation is lower than necessary to hit fiscal targets. Uniformly negative: FTSE -0.25%, DAX -0.2%, SP -0.2%, Dow bucked the trend: +0.1% US Q1 GDP increased 2.5% (forecast ~ 3%), held back by government spending, and inflation is lower than necessary to hit fiscal targets. Uniformly negative: FTSE -0.25%, DAX -0.2%, SP -0.2%, Dow bucked the trend: +0.1% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130429-Chris-Caton-Update.pdf Mon, 29 Apr 2013 10:30:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130429-Chris-Caton-Update.mp3 5:05 We're set for another gain at the opening. US durable goods orders fell, mainly due to aircraft, so core orders rose. Weekly jobless claims showed a small fall. FTSE +0.2%, DAX +1%, SP +0.4%, Dow +0.2%. We're set for another gain at the opening. US durable goods orders fell, mainly due to aircraft, so core orders rose. Weekly jobless claims showed a small fall. FTSE +0.2%, DAX +1%, SP +0.4%, Dow +0.2%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130426-Chris-Caton-Update.pdf Fri, 26 Apr 2013 07:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130426-Chris-Caton-Update.mp3 3:44 We'll be up +1% after a good night everywhere: FTSE +2%, DAX +2.4%, and better else: Bourse +3.6%. US opened up and stayed up, due to earnings reports: SP and Dow +1%. We'll be up +1% after a good night everywhere: FTSE +2%, DAX +2.4%, and better else: Bourse +3.6%. US opened up and stayed up, due to earnings reports: SP and Dow +1%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130424-Chris-Caton-Update.pdf Wed, 24 Apr 2013 07:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130424-Chris-Caton-Update.mp3 4:36 We'll be off to a handy start this morning despite a quiet session overseas: FTSE -0.1%, DAX +0.2%, S&P +0.5%, Dow +0.1% We'll be off to a handy start this morning despite a quiet session overseas: FTSE -0.1%, DAX +0.2%, S&P +0.5%, Dow +0.1% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130423-Chris-Caton-Update.pdf Tue, 23 Apr 2013 07:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130423-Chris-Caton-Update.mp3 3:34 We'll start well although the dollar fell slightly in a quiet session. FTSE +0.7%, DAX -0.2%, S&P +0.9%, Dow +0.1% - Microsoft and Google had big gains in earnings, but they're not on the Dow, IBM is, and had poor earnings. We'll start well although the dollar fell slightly in a quiet session. FTSE +0.7%, DAX -0.2%, S&P +0.9%, Dow +0.1% - Microsoft and Google had big gains in earnings, but they're not on the Dow, IBM is, and had poor earnings. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130422-Chris-Caton-Update.pdf Mon, 22 Apr 2013 07:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130422-Chris-Caton-Update.mp3 3:01 We'll be down but not much as we fell yesterday. The weak week continues - FTSE flat, DAX -0.4%, SP -0.7%, Dow -0.6%, for the week: -3% and -2.2% respectively, due to poor earnings from Ebay and weak economic data. We'll be down but not much as we fell yesterday. The weak week continues - FTSE flat, DAX -0.4%, SP -0.7%, Dow -0.6%, for the week: -3% and -2.2% respectively, due to poor earnings from Ebay and weak economic data. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130419-Chris-Caton-Update.pdf Fri, 19 Apr 2013 07:50:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130419-Chris-Caton-Update.mp3 3:45 The Fed's Beige Book from Wednesday showed moderate growth of the US economy, an improvement from the previous Beige Book. The Fed's Beige Book from Wednesday showed moderate growth of the US economy, an improvement from the previous Beige Book. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130418-Andrew-Dowie-Update.pdf Thu, 18 Apr 2013 07:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130418-Andrew-Dowie-Update.mp3 2:14 The attack in Boston had no effect on markets. Not a bad night, but Europe was still down: FTSE -0.6%, DAX -0.4%; US rose, higher all day: Dow +1.1%, SP +1.4% - not quite recovering everything from the day before. AUD has recovered in line with gold. The attack in Boston had no effect on markets. Not a bad night, but Europe was still down: FTSE -0.6%, DAX -0.4%; US rose, higher all day: Dow +1.1%, SP +1.4% - not quite recovering everything from the day before. AUD has recovered in line with gold. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130417-Chris-Caton-Update.pdf Wed, 17 Apr 2013 07:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130417-Chris-Caton-Update.mp3 5:22 We'll be -1.25% at the opening after a poor night due to the Q1 GDP growth for China being less than expect (7.7%, down from 7.9% but consensus expected 8%). FTSE -0.6%, DAX -0.4%, US had the worst single day since 7 November: SP -2.3%, Dow -1.8%. We were saved slightly by the dollar falling, AUD now USD 1.03. We'll be -1.25% at the opening after a poor night due to the Q1 GDP growth for China being less than expect (7.7%, down from 7.9% but consensus expected 8%). FTSE -0.6%, DAX -0.4%, US had the worst single day since 7 November: SP -2.3%, Dow -1.8%. We were saved slightly by the dollar falling, AUD now USD 1.03. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130416-Chris-Caton-Update.pdf Tue, 16 Apr 2013 07:25:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130416-Chris-Caton-Update.mp3 3:21 A down night to end the week: FTSE -0.5%, DAX -1.6%, S&P -0.3%, Dow flat - due to dispappointing US retail sales for March. A down night to end the week: FTSE -0.5%, DAX -1.6%, S&P -0.3%, Dow flat - due to dispappointing US retail sales for March. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130415-Chris-Caton-Update.pdf Mon, 15 Apr 2013 07:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130415-Chris-Caton-Update.mp3 5:01 We'll be up after another positive session overnight: FTSE +0.4%, DAX +0.8%, S&P and Dow +0.4% and another record high. We'll be up after another positive session overnight: FTSE +0.4%, DAX +0.8%, S&P and Dow +0.4% and another record high. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130412-Chris-Caton-Update.pdf Fri, 12 Apr 2013 07:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130412-Chris-Caton-Update.mp3 3:52 We'll be buoyed by good night, best for some time, FT +1.2%, DAX +2.3%, SP +1.2%, Dow +0.9% - maybe due to strong data from China, maybe to the positive FOMC release. We'll be buoyed by good night, best for some time, FT +1.2%, DAX +2.3%, SP +1.2%, Dow +0.9% - maybe due to strong data from China, maybe to the positive FOMC release. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130411-Chris-Caton-Update.pdf Thu, 11 Apr 2013 06:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130411-Chris-Caton-Update.mp3 4:56 We'll be helped by a mostly positive night overseas due to the Chinese inflation announcement: FTSE +0.6%, DAX -0.3%, S&P and Dow +0.4%; Dow at yet another all time closing high. We'll be helped by a mostly positive night overseas due to the Chinese inflation announcement: FTSE +0.6%, DAX -0.3%, S&P and Dow +0.4%; Dow at yet another all time closing high. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130410-Chris-Caton-Update.pdf Wed, 10 Apr 2013 06:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130410-Chris-Caton-Update.mp3 3:16 We should be +0.3% with US up last night after starting flat Dow +0.3%, S&P +0.3%, FTSE also up: +0.4%. We should be +0.3% with US up last night after starting flat Dow +0.3%, S&P +0.3%, FTSE also up: +0.4%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130409-Chris-Caton-Update.pdf Tue, 9 Apr 2013 06:35:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130409-Chris-Caton-Update.mp3 2:28 All significant European markets down more than 1%, US slumped early then rose all day but never made it back to the start, all due to a poor US employment report. S&P -0.4%, Dow -0.2%. All significant European markets down more than 1%, US slumped early then rose all day but never made it back to the start, all due to a poor US employment report. S&P -0.4%, Dow -0.2%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130408-Chris-Caton-Update.pdf Mon, 8 Apr 2013 07:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130408-Chris-Caton-Update.mp3 5:10 We may be up as the US was up with the Bank of Japan announcing a massive increase in quantitative easing, Nikkei starting down then ending +2.2%. FTSE -1%, DAX -0.7%, S&P and Dow +0.4%. US inital jobless claims rose for the third week in a row in the US but markets moved yesterday for that, so Japan was a greater influence. We may be up as the US was up with the Bank of Japan announcing a massive increase in quantitative easing, Nikkei starting down then ending +2.2%. FTSE -1%, DAX -0.7%, S&P and Dow +0.4%. US inital jobless claims rose for the third week in a row in the US but markets moved yesterday for that, so Japan was a greater influence. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130405-Chris-Caton-Update.pdf Fri, 5 Apr 2013 07:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130405-Chris-Caton-Update.mp3 4:55 We'll be off to a poor start: -0.5% after a soft night: FTSE -1.1%, DAX -0.9%, Dow -0.9%, S&P -1.1% - due to overreaction to the ADP employment estimate and the non-manufacturing ISM falling in March. We'll be off to a poor start: -0.5% after a soft night: FTSE -1.1%, DAX -0.9%, Dow -0.9%, S&P -1.1% - due to overreaction to the ADP employment estimate and the non-manufacturing ISM falling in March. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130404-Chris-Caton-Update.pdf Thu, 4 Apr 2013 07:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130404-Chris-Caton-Update.mp3 4:17 We'll be up today after markets were up everywhere:FTSE +1.2%, DAX +1.3%, S&P +0.4%, Dow +0.5% - new all time closing high for both - and the data from Europe good with the purchasing managers index up. We'll be up today after markets were up everywhere:FTSE +1.2%, DAX +1.3%, S&P +0.4%, Dow +0.5% - new all time closing high for both - and the data from Europe good with the purchasing managers index up. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130403-Chris-Caton-Update.pdf Wed, 3 Apr 2013 07:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130403-Chris-Caton-Update.mp3 2:54 S&P rose +0.4% on Thursday, hitting a record high (as did the Dow) but gave it back on Monday. The Dow was flat on Monday so still near that record high. March ISM was disappointing which caused the falls on Monday. The Reserve will leave rates unchanged today. S&P rose +0.4% on Thursday, hitting a record high (as did the Dow) but gave it back on Monday. The Dow was flat on Monday so still near that record high. March ISM was disappointing which caused the falls on Monday. The Reserve will leave rates unchanged today. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/04-april/20130402-Chris-Caton-Update.pdf Tue, 2 Apr 2013 08:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/04-april/20130402-Chris-Caton-Update.mp3 3:12 We'll start -0.25%, AUD = 104.4 US cents after a mildly negative night: FTSE -0.2%, DAX -1.1%, US opened down but nearly squared it off: S&P -0.06%, Dow -0.2% - due to nothing much coming out of Europe. Pending home sales for February fell, but had risen sharply in January. We'll start -0.25%, AUD = 104.4 US cents after a mildly negative night: FTSE -0.2%, DAX -1.1%, US opened down but nearly squared it off: S&P -0.06%, Dow -0.2% - due to nothing much coming out of Europe. Pending home sales for February fell, but had risen sharply in January. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130328-Chris-Caton-Update.pdf Thu, 28 Mar 2013 07:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130328-Chris-Caton-Update.mp3 3:53 US Durable goods index was -3.8% in January (revised to -5.2%), consensus expecting a rebound to +4%, the actual for February was +5.7%, centred on volatile defence components; Case-Shiller Index maintained its growth performance. US Durable goods index was -3.8% in January (revised to -5.2%), consensus expecting a rebound to +4%, the actual for February was +5.7%, centred on volatile defence components; Case-Shiller Index maintained its growth performance. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130327-Andrew-Dowie-Update.pdf Wed, 27 Mar 2013 08:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130327-Andrew-Dowie-Update.mp3 5:27 We'll be down dramatically at the start - an overreaction to a down night but not hugely so, given the Cypian situation: FTSE -0.2%, DAX -0.5%, S&P -0.3%, Dow -0.4%. We'll be down dramatically at the start - an overreaction to a down night but not hugely so, given the Cypian situation: FTSE -0.2%, DAX -0.5%, S&P -0.3%, Dow -0.4%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130326-Chris-Caton-Update.pdf Tue, 26 Mar 2013 05:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130326-Chris-Caton-Update.mp3 5:04 Futures Index +0.5% but we may do better at the start. Positive in the US, shrugging off concerns about Cyprus as they come up with an alternative plan: FTSE +0.1%, DAX -0.3%, S&P +0.7%, Dow +0.6% (-0.2% & square for week). Futures Index +0.5% but we may do better at the start. Positive in the US, shrugging off concerns about Cyprus as they come up with an alternative plan: FTSE +0.1%, DAX -0.3%, S&P +0.7%, Dow +0.6% (-0.2% & square for week). InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130325-Chris-Caton-Update.pdf Mon, 25 Mar 2013 07:25:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130325-Chris-Caton-Update.mp3 4:56 We'll be affected after a down day everywhere due to more concern about Cyprus: FTSE -0.7%, DAX -0.9%, S&P -0.8%, Dow -0.6% US jobless cliams now the lowest in 5 years, home sales rose slightly. We'll be affected after a down day everywhere due to more concern about Cyprus: FTSE -0.7%, DAX -0.9%, S&P -0.8%, Dow -0.6% US jobless cliams now the lowest in 5 years, home sales rose slightly. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130322-Chris-Caton-Update.pdf Fri, 22 Mar 2013 07:25:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130322-Chris-Caton-Update.mp3 4:26 ASX may be +0.4% at the opening with good news after 3 days of market weakness, due to the FOMC statement about Cyprus: FTSE -0.1%, DAX +0.7%, S&P +0.7%, Dow +0.4%. ASX may be +0.4% at the opening with good news after 3 days of market weakness, due to the FOMC statement about Cyprus: FTSE -0.1%, DAX +0.7%, S&P +0.7%, Dow +0.4%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130321-Chris-Caton-Update.pdf Thu, 21 Mar 2013 07:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130321-Chris-Caton-Update.mp3 3:35 US housing starts rebounded to 917,000 from 910,000; US building permits up 4.6%, 11th monthly rise in a row, highest since June 2008. US housing starts rebounded to 917,000 from 910,000; US building permits up 4.6%, 11th monthly rise in a row, highest since June 2008. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130320-Andrew-Dowie-Update.pdf Wed, 20 Mar 2013 07:45:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130320-Andrew-Dowie-Update.mp3 2:44 February CPI month-to-month +0.7% (concensus: +0.5%), largest since June 2009 but mostly because of petrol, and up from January's flat reading. February CPI month-to-month +0.7% (concensus: +0.5%), largest since June 2009 but mostly because of petrol, and up from January's flat reading. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130318-Andrew-Dowie-Update.pdf Mon, 18 Mar 2013 08:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130318-Andrew-Dowie-Update.mp3 5:33 A good positive session - FTSE +0.7%, DAX +1.1%, Dow & S&P +0.6%. Dow's 10th rise in a row, a streak not seen since '96, only 8 since '48 but ominously the longest streak, of 13, was in '87 before the crash. A good positive session - FTSE +0.7%, DAX +1.1%, Dow & S&P +0.6%. Dow's 10th rise in a row, a streak not seen since '96, only 8 since '48 but ominously the longest streak, of 13, was in '87 before the crash. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130315-Chris-Caton-Update.pdf Fri, 15 Mar 2013 07:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130315-Chris-Caton-Update.mp3 5:08 Markets treading water overseas but we may rise to correct yesterday's fall - FTSE +0.1%, DAX -0.2%, S&P -0.2%, Dow flat. Markets treading water overseas but we may rise to correct yesterday's fall - FTSE +0.1%, DAX -0.2%, S&P -0.2%, Dow flat. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130314-Chris-Caton-Update.pdf Thu, 14 Mar 2013 07:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130314-Chris-Caton-Update.mp3 4:05 Markets treading water overseas but we may rise to correct yesterday's fall - FTSE +0.1%, DAX -0.2%, S&P -0.2%, Dow flat. Markets treading water overseas but we may rise to correct yesterday's fall - FTSE +0.1%, DAX -0.2%, S&P -0.2%, Dow flat. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130313-Chris-Caton-Update.pdf Wed, 13 Mar 2013 07:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130313-Chris-Caton-Update.mp3 3:34 There is not much to report as there were no economic data releases in the US and Europe. The FTSE was up by 0.3%, the DAX was close to flat, and the S&P and Dow were both up by 0.3%. There is not much to report as there were no economic data releases in the US and Europe. The FTSE was up by 0.3%, the DAX was close to flat, and the S&P and Dow were both up by 0.3%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130312-Chris-Caton-Update.pdf Tue, 12 Mar 2013 09:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130312-Chris-Caton-Update.mp3 1:43 We'll start +0.4% after a good night. FTSE +0.7%, DAX +0.6%, S&P +0.4%, Dow+0.5%, fourth record high in a row, and it and the S&P rose for 6 sessions straight. S&P has risen 123.9% since it's low on the back of good employment figures. We'll start +0.4% after a good night. FTSE +0.7%, DAX +0.6%, S&P +0.4%, Dow+0.5%, fourth record high in a row, and it and the S&P rose for 6 sessions straight. S&P has risen 123.9% since it's low on the back of good employment figures. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130311-Chris-Caton-Update.pdf Mon, 11 Mar 2013 08:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130311-Chris-Caton-Update.mp3 4:10 DAX +0.3%, FTSE, S&P and Dow +0.2% - Yesterday ECB, Bank of England, Bank of Japan met and kept policy unchanged, and US 4-week avergae of jobless claims at its lowest point in 4 years. DAX +0.3%, FTSE, S&P and Dow +0.2% - Yesterday ECB, Bank of England, Bank of Japan met and kept policy unchanged, and US 4-week avergae of jobless claims at its lowest point in 4 years. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130308-Chris-Caton-Update.pdf Fri, 8 Mar 2013 08:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130308-Chris-Caton-Update.mp3 2:41 Nothing much in Europe, FTSE -0.1%, DAX +0.6%, US had a seesawing day and ended S&P +0.1%, Dow +0.3%. Australian GDP result was middle of the road suggesting we're growing, but slowly, and consumer spending is lower than expected. Nothing much in Europe, FTSE -0.1%, DAX +0.6%, US had a seesawing day and ended S&P +0.1%, Dow +0.3%. Australian GDP result was middle of the road suggesting we're growing, but slowly, and consumer spending is lower than expected. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130307-Chris-Caton-Update.pdf Thu, 7 Mar 2013 08:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130307-Chris-Caton-Update.mp3 3:27 We'll be up +0.5% after a very good session. Economic retail sales in Europe saw DAX +2.3%, FTSE +1.4%. US followed, driven by reassessment of China and non-manufacturing ISM gains (+3% GDP), Dow +0.9%, S&P +1%, Dow now at an all-time record high. We'll be up +0.5% after a very good session. Economic retail sales in Europe saw DAX +2.3%, FTSE +1.4%. US followed, driven by reassessment of China and non-manufacturing ISM gains (+3% GDP), Dow +0.9%, S&P +1%, Dow now at an all-time record high. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130306-Chris-Caton-Update.pdf Wed, 6 Mar 2013 08:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130306-Chris-Caton-Update.mp3 4:26 We may gain 0.7-0.75% on the opening due to US markets; FTSE -0.5%, DAX -0.2%, US stayed down until the afternoon but ended up Dow +0.3%, SP +0.4%. There was concern over new measures in China to subdue property speculation and inflation and the US sequester came into operation - $85bn of cuts but markets rose anyway. We may gain 0.7-0.75% on the opening due to US markets; FTSE -0.5%, DAX -0.2%, US stayed down until the afternoon but ended up Dow +0.3%, SP +0.4%. There was concern over new measures in China to subdue property speculation and inflation and the US sequester came into operation - $85bn of cuts but markets rose anyway. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130305-Chris-Caton-Update.pdf Tue, 5 Mar 2013 08:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130305-Chris-Caton-Update.mp3 3:24 FTSE +0.3%, DAX -0.4%, S&P and Dow +0.2% - both recovering over the week from their reaction to the Italian election. US personal income data fell 3.6%, second largest decline ever. FTSE +0.3%, DAX -0.4%, S&P and Dow +0.2% - both recovering over the week from their reaction to the Italian election. US personal income data fell 3.6%, second largest decline ever. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130304-Chris-Caton-Update.pdf Mon, 4 Mar 2013 08:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130304-Chris-Caton-Update.mp3 5:03 Generally positive: FTSE +0.5%, DAX +.9%, Japan +2.7%, Hong Kong +2%; US let the side down SP Dow -0.1%. The ASX is +9.8% for the year to date, the best start to a year in the history of the ASX500. Generally positive: FTSE +0.5%, DAX +.9%, Japan +2.7%, Hong Kong +2%; US let the side down SP Dow -0.1%. The ASX is +9.8% for the year to date, the best start to a year in the history of the ASX500. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/03-march/20130301-Chris-Caton-Update.pdf Fri, 1 Mar 2013 08:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/03-march/20130301-Chris-Caton-Update.mp3 5:25 US January durable goods report -5.2%, down from December's +3.7%, consensus expecting -4.8% - but that's misleading, as it was affected by cuts in military spending, slowdown in aircraft production and the fiscal cliff. Orders ex-transport +1.9%. US January durable goods report -5.2%, down from December's +3.7%, consensus expecting -4.8% - but that's misleading, as it was affected by cuts in military spending, slowdown in aircraft production and the fiscal cliff. Orders ex-transport +1.9%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130228-Andrew-Dowie-Update.pdf Thu, 28 Feb 2013 08:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130228-Andrew-Dowie-Update.mp3 4:53 US housing data: December Case-Schiller +6.8%, bang on concensus; Q4 national index +7.3%, new home sales in January 2013 highest since July 2008. US housing data: December Case-Schiller +6.8%, bang on concensus; Q4 national index +7.3%, new home sales in January 2013 highest since July 2008. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130227-Andrew-Dowie-Update.pdf Wed, 27 Feb 2013 08:15:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130227-Andrew-Dowie-Update.mp3 4:45 Dallas Fed Manufacturing Index dipped to 2.2 from January's 5.5, concensus expecting 3.5, due to weakness all round except for the outlook. Dallas Fed Manufacturing Index dipped to 2.2 from January's 5.5, concensus expecting 3.5, due to weakness all round except for the outlook. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130226-Andrew-Dowie-Update.pdf Tue, 26 Feb 2013 07:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130226-Andrew-Dowie-Update.mp3 2:33 We will rise this morning after a good session on Friday: FTSE +0.7%, DAX +1%, Dow & S&P +0.9% Dow square for the week, S&P -0.3%, which was a good result after the overreaction to the FOMC announcement earlier. We will rise this morning after a good session on Friday: FTSE +0.7%, DAX +1%, Dow & S&P +0.9% Dow square for the week, S&P -0.3%, which was a good result after the overreaction to the FOMC announcement earlier. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130225-Chris-Caton-Update.pdf Mon, 25 Feb 2013 07:15:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130225-Chris-Caton-Update.mp3 3:10 Flat all week and flat on Friday: FTSE flat, DAX -0.5%, S&P -0.1%, Dow +0.1% - US industrial production weaker than expected but consumer sentiment is quite good. Flat all week and flat on Friday: FTSE flat, DAX -0.5%, S&P -0.1%, Dow +0.1% - US industrial production weaker than expected but consumer sentiment is quite good. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130218-Chris-Caton-Update.pdf Mon, 18 Feb 2013 07:15:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130218-Chris-Caton-Update.mp3 3:46 Disappointing GDP reports across Europe led to a risk-off tone in early trade, S&P recovered due to good jobless data, Italian grown -2.7% over the year. Disappointing GDP reports across Europe led to a risk-off tone in early trade, S&P recovered due to good jobless data, Italian grown -2.7% over the year. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130215-James-Kerr-Update.pdf Fri, 15 Feb 2013 09:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130215-James-Kerr-Update.mp3 3:29 US National Federation of Independent Businesses' report came in at 88.9, up from December's 88.0, with Consensus expecting 89.0; second monthly gain, but a country mile away from October's 93.1. US National Federation of Independent Businesses' report came in at 88.9, up from December's 88.0, with Consensus expecting 89.0; second monthly gain, but a country mile away from October's 93.1. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130214-Andrew-Dowie-Update.pdf Thu, 14 Feb 2013 07:15:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130214-Andrew-Dowie-Update.mp3 3:34 US National Federation of Independent Businesses' report came in at 88.9, up from December's 88.0, with Consensus expecting 89.0; second monthly gain, but a country mile away from October's 93.1. US National Federation of Independent Businesses' report came in at 88.9, up from December's 88.0, with Consensus expecting 89.0; second monthly gain, but a country mile away from October's 93.1. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130213-Andrew-Dowie-Update.pdf Wed, 13 Feb 2013 07:15:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130213-Andrew-Dowie-Update.mp3 3:34 A mixed week ended up - FTSE +0.6%, DAX +0.8%, S&P +0.6%, Dow +0.4% - as the balance of trade for December improved significantly. A mixed week ended up - FTSE +0.6%, DAX +0.8%, S&P +0.6%, Dow +0.4% - as the balance of trade for December improved significantly. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130211-Chris-Caton-Update.pdf Mon, 11 Feb 2013 07:15:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130211-Chris-Caton-Update.mp3 3:46 US initial jobless claims for Febuary 2 were down 5,000, matching consensus; output growth should recover but is coupled with a rise in CPI. US initial jobless claims for Febuary 2 were down 5,000, matching consensus; output growth should recover but is coupled with a rise in CPI. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130208-Andrew-Dowie-Update.pdf Fri, 8 Feb 2013 08:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130208-Andrew-Dowie-Update.mp3 3:34 US January Non-manufacturing (services) ISM fell to 55.2 from 55.7, but higher than consensus' 55.0. US January Non-manufacturing (services) ISM fell to 55.2 from 55.7, but higher than consensus' 55.0. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130206-Andrew-Dowie-Update.pdf Wed, 6 Feb 2013 09:45:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130206-Andrew-Dowie-Update.mp3 2:08 We'll start -0.75% with markets down all over world - FTSE -1.6%, DAX -2.5%, S&P -1.1%, Dow -0.9% - Europe the main story with a corruption scansdal in Spain & concerns about the upcoming elections in Italy. We'll start -0.75% with markets down all over world - FTSE -1.6%, DAX -2.5%, S&P -1.1%, Dow -0.9% - Europe the main story with a corruption scansdal in Spain & concerns about the upcoming elections in Italy. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130205-Chris-Caton-Update.pdf Tue, 5 Feb 2013 08:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130205-Chris-Caton-Update.mp3 3:19 There's more good news to report. The FTSE rose by 1.1% and the German market by 0.7%. In the US, the S&P was up by 1%, and the DOW up by 1.1%. For the Australian market, the Futures market suggests an opening of half a percent higher, and our currency is at 104 US cents. There's more good news to report. The FTSE rose by 1.1% and the German market by 0.7%. In the US, the S&P was up by 1%, and the DOW up by 1.1%. For the Australian market, the Futures market suggests an opening of half a percent higher, and our currency is at 104 US cents. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130204-Chris-Caton-Update.pdf Mon, 4 Feb 2013 09:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130204-Chris-Caton-Update.mp3 6:09 Some good economic news but not enough to please markets: FTSE -0.7%, DAX -0.5%, US positive early but ended down, S&P -0.3%, Dow -0.4%. SP +5% for the month of January (ASX +4.9%), +15.1% for the year and +121.4% since early March 2009 trough. Some good economic news but not enough to please markets: FTSE -0.7%, DAX -0.5%, US positive early but ended down, S&P -0.3%, Dow -0.4%. SP +5% for the month of January (ASX +4.9%), +15.1% for the year and +121.4% since early March 2009 trough. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/02-february/20130201-Chris-Caton-Update.pdf Fri, 1 Feb 2013 08:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/02-february/20130201-Chris-Caton-Update.mp3 4:20 Nothing much happened overnight. The FTSE market was down by 0.25%, the German market was down by 0.5%, the Dow down by 0.3%, and the S&P down by 0.4%. Nothing much happened overnight. The FTSE market was down by 0.25%, the German market was down by 0.5%, the Dow down by 0.3%, and the S&P down by 0.4%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130131-Chris-Caton-Update.pdf Thu, 31 Jan 2013 09:05:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130131-Chris-Caton-Update.mp3 4:19 Expect another good start today - we've had nine in a row - with overseas markets all strong: FTSE +0.7%,DAX +0.2%, S&P and Dow +0.5%. Expect another good start today - we've had nine in a row - with overseas markets all strong: FTSE +0.7%,DAX +0.2%, S&P and Dow +0.5%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130130-Chris-Caton-Update.pdf Wed, 30 Jan 2013 08:05:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130130-Chris-Caton-Update.mp3 4:04 Not much movement on Monday: FTSE +0.2%, DAX -0.3%, Dow ended its up streak, -0.1%, S&P -0.2% but stayed about 1500. Not much movement on Monday: FTSE +0.2%, DAX -0.3%, Dow ended its up streak, -0.1%, S&P -0.2% but stayed about 1500. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130129-Chris-Caton-Update.pdf Tue, 29 Jan 2013 08:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130129-Chris-Caton-Update.mp3 3:41 S&P up to 1502, highest since 2007, FTSE +0.8%, AUD fell to USD1.045; warning for investors with Apple's reporting lowered revenue. S&P up to 1502, highest since 2007, FTSE +0.8%, AUD fell to USD1.045; warning for investors with Apple's reporting lowered revenue. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130125-James-Kerr-Update.pdf Fri, 25 Jan 2013 09:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130125-James-Kerr-Update.mp3 3:29 Federal Housing Finance Agency's November Home Price Index +0.6% for the month, matching consensus. Federal Housing Finance Agency's November Home Price Index +0.6% for the month, matching consensus. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130124-Andrew-Dowie-Update.pdf Thu, 24 Jan 2013 09:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130124-Andrew-Dowie-Update.mp3 2:45 December's existing home sales release recorded a one percent decline in sales volume, with Consensus calling for an up one percent figure. So with this December publication out of the way and putting things into some semblance of perspective, on the Quarterly Metric, quarter four sales were at 4.9 million units annualised and quarter three were at 4.66 million and quarter two at 4.54 million. December's existing home sales release recorded a one percent decline in sales volume, with Consensus calling for an up one percent figure. So with this December publication out of the way and putting things into some semblance of perspective, on the Quarterly Metric, quarter four sales were at 4.9 million units annualised and quarter three were at 4.66 million and quarter two at 4.54 million. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130123-Andrew-Dowie-Update.pdf Wed, 23 Jan 2013 09:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130123-Andrew-Dowie-Update.mp3 3:38 The January release of the University of Michigan's Index of Consumer Sentiment was supposed to print a 75.0, a strong rebound from December's 72.9. The driver for this forecast January up tick being essentially two things, relief over the last minute fiscal cliff agreement and the ensuing equity market rally. The January release of the University of Michigan's Index of Consumer Sentiment was supposed to print a 75.0, a strong rebound from December's 72.9. The driver for this forecast January up tick being essentially two things, relief over the last minute fiscal cliff agreement and the ensuing equity market rally. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130121-Andrew-Dowie-Update.pdf Mon, 21 Jan 2013 09:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130121-Andrew-Dowie-Update.mp3 3:13 US initial jobless claims declined by 37,000 to 335,000, well below the 369,000 consensus; housing starts increased to a seasonally adjusted annualised rate of 954,000 in December, beating consensus' bullish 890,000 and a 12.1% increase from November's print. US initial jobless claims declined by 37,000 to 335,000, well below the 369,000 consensus; housing starts increased to a seasonally adjusted annualised rate of 954,000 in December, beating consensus' bullish 890,000 and a 12.1% increase from November's print. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130118-Andrew-Dowie-Update.pdf Fri, 18 Jan 2013 07:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130118-Andrew-Dowie-Update.mp3 7:32 US December industrial production +0.3%, matching consensus despite the dampner of the fiscal cliff, now highest since June 2008. December's manufacturing +2.4% annualised, again despite the fiscal cliff. Inflation comfortably below the Fed's 2% target and right on their projection. US December industrial production +0.3%, matching consensus despite the dampner of the fiscal cliff, now highest since June 2008. December's manufacturing +2.4% annualised, again despite the fiscal cliff. Inflation comfortably below the Fed's 2% target and right on their projection. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130117-Andrew-Dowie-Update.pdf Thu, 17 Jan 2013 08:20:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130117-Andrew-Dowie-Update.mp3 6:51 US December retail sales an encouraging +0.5% (consensus +0.2%); November's were also revised up to +0.4% from +0.3%. December PPI -0.2%, consensus -0.1%, due to falling energy prices. January Empire State Manufacturing index consensus flat, actual -7.78% US December retail sales an encouraging +0.5% (consensus +0.2%); November's were also revised up to +0.4% from +0.3%. December PPI -0.2%, consensus -0.1%, due to falling energy prices. January Empire State Manufacturing index consensus flat, actual -7.78% InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130116-Andrew-Dowie-Update.pdf Wed, 16 Jan 2013 08:05:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130116-Andrew-Dowie-Update.mp3 5:55 Markets remained cautious, awaiting the US Fed president's speech on monetary policy, although the AUD and European bonds were higher. Markets remained cautious, awaiting the US Fed president's speech on monetary policy, although the AUD and European bonds were higher. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130115-James-Kerr-Update.pdf Tue, 15 Jan 2013 08:40:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130115-James-Kerr-Update.mp3 2:20 November trade deficit $48.7bn - widest since April and the largest one-month increase since Jan 2011: up 16%; consensus expecting $41.3bn after October's $42.1bn. December import price index -0.1% with concensus expecting +0.1%, annualised figure an encouraging -1.5%. November trade deficit $48.7bn - widest since April and the largest one-month increase since Jan 2011: up 16%; consensus expecting $41.3bn after October's $42.1bn. December import price index -0.1% with concensus expecting +0.1%, annualised figure an encouraging -1.5%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130114-Andrew-Dowie-Update.pdf Mon, 14 Jan 2013 07:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130114-Andrew-Dowie-Update.mp3 4:20 Initial jobless claims for Jan 5 increased slightly, contrary to the expected slight decline. November Wholesale inventories +0.6%, triple 0.2% consensus; offset by the October revision but the fifth consecutive increase. Initial jobless claims for Jan 5 increased slightly, contrary to the expected slight decline. November Wholesale inventories +0.6%, triple 0.2% consensus; offset by the October revision but the fifth consecutive increase. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130111-Andrew-Dowie-Update.pdf Fri, 11 Jan 2013 07:30:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130111-Andrew-Dowie-Update.mp3 3:54 November consumer credit expected to fall to $12.7bn from October's $14.1bn but actual came in at $16bn with borrowing accelerating, especially in student loans and car finance. November consumer credit expected to fall to $12.7bn from October's $14.1bn but actual came in at $16bn with borrowing accelerating, especially in student loans and car finance. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130110-Andrew-Dowie-Update.pdf Thu, 10 Jan 2013 07:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130110-Andrew-Dowie-Update.mp3 2:26 US December NFIB optimism index not exactly overflowing with optimism at 88.0, above the 87.2 concensus but still the 2nd lowest print since March 2010; probably driven by the fiscal cliff empasse. US December NFIB optimism index not exactly overflowing with optimism at 88.0, above the 87.2 concensus but still the 2nd lowest print since March 2010; probably driven by the fiscal cliff empasse. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130109-Andrew-Dowie-Update.pdf Wed, 9 Jan 2013 07:20:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130109-Andrew-Dowie-Update.mp3 2:51 The US December employment report matched the lacklustre concensus expectation of 7.8% unemployment but the gain in payrolls suggests greater health in the economy. The US December employment report matched the lacklustre concensus expectation of 7.8% unemployment but the gain in payrolls suggests greater health in the economy. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130107-Andrew-Dowie-Update.pdf Mon, 7 Jan 2013 06:46:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130107-Andrew-Dowie-Update.mp3 3:58 US weekly initial jobless claims - 360,000 concensus, actual 372,000 increase with a 'strong holiday effect' due to office closures; 4 week average still 360,000. ADP private payrolls December saw an increase of 215,000, well above 140,00 estimate. US weekly initial jobless claims - 360,000 concensus, actual 372,000 increase with a 'strong holiday effect' due to office closures; 4 week average still 360,000. ADP private payrolls December saw an increase of 215,000, well above 140,00 estimate. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130104-Andrew-Dowie-Update.pdf Fri, 4 Jan 2013 07:27:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130104-Andrew-Dowie-Update.mp3 3:14 US December ISM manufacturing report rebounded from 49.5 of November with concensus expecting 50.5, actual 50.7, just beating estimate and more importantly returning to expansionary territory. However, November construction spending -0.3% against the concensus +0.6%. US December ISM manufacturing report rebounded from 49.5 of November with concensus expecting 50.5, actual 50.7, just beating estimate and more importantly returning to expansionary territory. However, November construction spending -0.3% against the concensus +0.6%. InternetContent@btfinancialgroup.com (BT Digital) BT Financial Group http://www.bt.com.au/downloads/podcasts/2013/01-january/20130103-Andrew-Dowie-Update.pdf Thu, 3 Jan 2013 07:06:00 +1100 http://www.bt.com.au/downloads/podcasts/2013/01-january/20130103-Andrew-Dowie-Update.mp3 3:16