The weekly wrap: banks lag for a change 21 August 2009 4:44PM The big four banks underperformed the index this week (ending Thursday) - the first time that has happened in a month. The ASX 200 fell 1.3 per cent and the big banks on average fell 3.1 per cent. read more
The weekly wrap: analysts catch up with the bank stock rally 14 August 2009 8:17PM For the third week in a row, the Big Four banks have on average significantly outperformed the ASX 200. This week (ending Thursday) the ASX 200 has added another 2.5 per cent to the big banks' 5.3 per.. read more
The weekly wrap: RBS turns bullish on banks 07 August 2009 4:23PM It was a remarkable week for the banks last week, meaning the week ending July 31. The ASX 200 jumped 3.1 per cent that week, which in itself is a very big weekly gain, but the big four banks jumped a.. read more
The weekly wrap 2: Macquarie Equities flexible 07 August 2009 4:22PM At the same time as RBS was quietly earning its reputation as leading banking sector bear, Macquarie was becoming leading bull, basing its view on "look-through cycle" earnings forecasts. Having decid.. read more
The weekly wrap 3: ANZ and Westpac rallies done for now 07 August 2009 4:21PM It hasn't all been upgrades this week, however. Macquarie actually downgraded ANZ to neutral from outperform this week, suggesting that while the fundamental story still looked good, the market had be.. read more
The weekly wrap 4: downgrades for Bendigo 07 August 2009 4:20PM If only that were true for Bendigo and Adelaide Bank. As has been noted in this report often before, the regional banks have suffered more markedly in the GFC than the big banks. read more
The weekly wrap: ANZ rallies in weaker bank sector 24 July 2009 4:18PM After a six per cent surge last week, the ASX 200 battled higher this week (ended Thursday). The previous rally high, set in June, offered resistance but ultimately the index has settled 1.7 per cent.. read more
The weekly wrap 3: Macquarie divides once more 24 July 2009 4:17PM So a rally too far, or a rally representing a justifiable return from the confidence abyss? Perhaps Macquarie Group is testament to the current level of uncertainty. read more
The weekly wrap 2: cynicism over NAB and ANZ motives 24 July 2009 4:17PM When ANZ raised capital last week the bank's intentions were accepted as being of a "war chest" nature, to pursue further acquisition opportunities in Asia. A 9.5 per cent tier one capital ratio in th.. read more
The weekly wrap: NAB leads bank stock rally 17 July 2009 4:39PM Over the last few weeks, Australian banks have taken a back seat to volatility in commodity prices and resource sector stocks. As commodity prices rose, peaked, and fell again, sparking a similar resp.. read more