Michael Heffernan

Senior Private Wealth Adviser & Economist with PhillipCapital Melbourne. Views are my own

[Michael Heffernan @MichaelJHeff]

Trumps seeming reversals on the Trans Pacific Partnership, tariffs
generally and a putative strike on Syria coupled with and the looming US
reporting season which expects strong earnings growth of 15-18%, sets the scene for a much more positive future market performance..

[Michael Heffernan @MichaelJHeff]

My reading of US Central Bank minutes strongly suggests interest rates may lift by at least 0.5% before years out and we are more likely than not to see a rise later this year.

[Michael Heffernan @MichaelJHeff]

My take on Reserve Bank statement;- US interest rates will rise soon; our rates on hold this year; and consequently the $A will weaken.

[Michael Heffernan @MichaelJHeff]

The Australian economy showed more resilience than some commentators expected. Moreover I believe the data signals much better times ahead.

[Michael Heffernan @MichaelJHeff]

Click here for my weekly ASX newsletter. My views on the travel boom, cochlear $COH and more.
https://t.co/6HTe07aoLb

[Michael Heffernan @MichaelJHeff]

Weekly ASX market newsletter: Read the report here: https://t.co/FtoxOnzKRn
$CGF, $TNE & Topshop in Admin #ausbiz

[Michael Heffernan @MichaelJHeff]

ASX Market Report- My views on the Russian Roulette, The Bank tax, $FXJ takeover, $BHP & more
https://t.co/66kKoHGkjr #ausbiz #stocktips

[Michael Heffernan @MichaelJHeff]

The noise about surrounding Trump is a distraction .The US economy is increasingly robust and that's good for our's and world economies.

[Michael Heffernan @MichaelJHeff]

ASX Market Newsletter- My views on the #budget, the Bank ambush, $CBA, building approvals, $BLD, $CSL & more https://t.co/bPML4dgYcx #ausbiz

[Michael Heffernan @MichaelJHeff]

ASX Market Report- My thoughts on: Qantas $QAN, Dividends Make My Day (Belle De Jour), $MQG, $QBE & $MQG
https://t.co/7mKpTV6oCa #ausbiz

[Michael Heffernan @MichaelJHeff]

Another great result from Macquarie $MQG- Profit up 11% & Dividend up 16% from last year. Macquarie keep under promising & over delivering!

[Michael Heffernan @MichaelJHeff]

Click Here: ASX stock market report for insights on $A2M, $BKL, $CCL, the French Election, the Banks & more.
https://t.co/KHvJHGy16z #ausbiz

[Michael Heffernan @MichaelJHeff]

My latest newsletter to clients: My thoughts on $TLS, $TTS, $BXB, $CGF, stock tips & more. Click Here- https://t.co/a82Mt4X3sG #ausbiz #ASX

[Michael Heffernan @MichaelJHeff]

Happy Easter- This weeks ASX newsletter on $BHP, CIMIC's ($CIM) Indian play, TPG & $TLS on mobile spectrum: https://t.co/Lm24rIH5lY #ausbiz

[Michael Heffernan @MichaelJHeff]

Telstras 7% share price fall looks overdone as TPG's mobile foray takes 3 years, all going well, and only then with a 6-7% market share.

[Michael Heffernan @MichaelJHeff]

Catch my weekly ASX newsletter here for my thoughts on House Prices, #RBA $CIM, $FLT& $WEB
https://t.co/hSsm9McbsY #ausbiz #dividend #ASX

[Michael Heffernan @MichaelJHeff]

Reserve Bank "jawbones"about lending for houses, but its generally upbeat about the economy -so rates look to be on hold for some time yet.

[Michael Heffernan @MichaelJHeff]

The ASX 200 index up 3.2% in March- only a breath away from 6000- so long as the world doesn't fall in a hole- market looks good for 2017.

[Michael Heffernan @MichaelJHeff]

Weekly ASX newsletter- My views on: #childcare funding $GEM, $FET, #RBA, #smiggles $PMV, KFC & $CKF, #brexit
https://t.co/k3FaEtS8aM #ausbiz

[Michael Heffernan @MichaelJHeff]

Australian Stock market weekly report- US Economy Cooking with Gas $CSL $COH $RHC $ALL #SnowyMountains
https://t.co/r6gtGJdCGa #ausbiz #ASX