Dear %%first_name%%,
Former Reserve Bank director and banking chief economist John Edwards reportedly made the call that we could see eight interest rate increases in two years. What would this mean for stocks? In today’s note, I discuss this call, the bond market and more.
Also in the Switzer Super Report, Paul Rickard shares his views on how to play the major banks. Will they need to raise more capital? Plus, James Dunn takes a look at the five largest pure-play fund managers listed on the Australian Securities Exchange.
In Buy, Sell, Hold – what the brokers say, brokers upgraded BHP Billiton and Origin energy, but Flight Centre was in the not-so-good books. And an iron ore company, a building materials company, a retailer and an insurer were among this week’s stock picks.
Sincerely,
Peter Switzer
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In our July webinar, Peter Switzer and Paul Rickard discussed stocks to watch in the new financial year.