An Extended Forecast for A Stronger Australian Dollar

(This is an excerpt from an article I originally published on Seeking Alpha on September 28, 2014. Click here to read the entire piece.) Australia’s Bureau of Resources and Energy Economics (BREE) recently released its September, 2014 quarterly report on Australia’s resources and energy sectors and analysis of key commodity markets. Each report includes forecasts … Read more

A Deceptively Strong August Jobs Report for Australia

(This is an excerpt from an article I originally published on Seeking Alpha on September 11, 2014. Click here to read the entire piece.) The August employment report from the Australian Bureau of Statistics (ABS) delivered a tremendous surge in jobs. The additional 121,000 people employed in August far exceeded the “consensus forecast” of 15,000. … Read more

Bad Signs: The Australian Dollar Trips As Iron Ore Stumbles Over $100

(This is an excerpt from an article I originally published on Seeking Alpha on May 20, 2014. Click here to read the entire piece.) The miners of iron ore spent the last few years ramping up production capacity, and now they are ramping up production. The price of iron ore has steadily fallen in 2014 … Read more

Stevens Passes On Jawboning the Australian Dollar and Sticks to A Familiar Script

(This is an excerpt from an article I originally published on Seeking Alpha on March 27, 2014. Click here to read the entire piece.) The Australian dollar (FXA) has been incredibly resilient in recent weeks. Weak economic data from China and concerns about excessive debt in the Chinese economy have barely dented the recent momentum. … Read more

It Had to Happen – An Outright Call for Iron Ore Collusion

(This is an excerpt from an article I originally published on Seeking Alpha on March 26, 2015. Click here to read the entire piece.) {snip} The response was swift. The The Australian Competition and Consumer Commission (ACCC) released a statement indicating it will investigate the context and nature of comments made by Andrew Forrest, founder … Read more