Wednesday, May 9 2007

• Interest Rates Differentials Driving The Weakness In The US Dollar
• Housing Slows
• Qantas Wants Stability And No More Bids
• PBL’s Split
• The Federal Budget: Some Snippets
• RCT – ABN Amro rates the stock as Hold
• CSR – Deutsche Bank rates the stock as Hold
• GUD – UBS rates the stock as Neutral 2

Tuesday, May 8 2007

• APA Says Qantas Bid Has Lapsed
• Uranium Futures Trade To US$140-lb
• Gold Finally Ready To Move Beyond US$700-oz ?
• Fairfax
• Rinker Falls?
• Economy Sweet For Budget
• IPL’s Surprise Boom

Monday, May 7 2007

• The Week Ahead: Budget Perks
• Beware Food Inflation
• Gold Defies US Dollar
• What The Qantas Bid’s Failure Means
• Qantas Bid Dead
• No Joy In Markets And Commodities
• All Sweet For The Economy
• MXG – Merrill Lynch rates the stock as Neutral, Medium Risk
• BSG – Merrill Lynch rates the stock as Buy, High Risk
• CXP – Credit Suisse rates the stock as Underperform – Target $6.64 (was $6.35)
• Ansell Goes Brazilian

Friday, May 4 2007

• When Will Central Banks Stop Selling Gold?
• Arasor Passes A Predictive Test Of Potential
• US Fed’s Hedge Fund Warning
• Date 2 ….And What About Ten?
• Date 1: Starting With Qantas
• WAN Still Rides The Boom
• Westpac Does OK, St George Does Better

Thursday, May 3 2007

• Asian Steel Prices May See Short-Term Strength
• Rudi On Thursday
• Uninspiring Outlook For Gold, Silver More Positive
• Conditions Remain Supportive For Base Metals
• Coles, QAN, TLS
• Orica CEO Interviewed
• Coal Cuts In Newcastle