Retail sales lacking conviction:
Households still saving? Pretty much, yeah:
Building approvals bumbling along a bit - low rates still a necessity:
Consumer sentiment - well, that's about a par score:
Household debt levels pretty flat since 2005, but interest repayments have dropped sharply thanks to cuts in the cash rate:
Household wealth increasing, thanks to property recovery and equities valuations boost:
Housing? Sydney dwelling prices are blasting off the top of the charts!
Brisbane and Adelaide, a poor show:
Housing loan approvals heading parabolic:
Export volumes: resources, eye-ahh!
Bulk commodity exports? Yikes... (#deluge).
Interest rates: cash rate has dropped since this chart (to 1 August) to a stimulatory 2.50%:
Bond yields, um...
A tremendous run for Aussie and US stocks:
But, as I've warned, you'll do better over the long haul in industrials and financials than you will in resources:
Div yields, yeah they are OK (stronger for non-resources):
Forward PE's are heading to the mid-teens:
Currency - wonderful news with the Aussie dollar now below 90 US cents:
That's all for this month, folks!