RBA’s Big Pivot and Head Fakes Ahead
The RBA’s language change this week revealed a change in thinking driven by shifts in […]
Cliff Notes: The Detail Matters
Key insights from the week that was. While the RBA’s decision to leave the cash […]
ECB Will Conduct a Third Consecutive (and 4th in total) 25 bps Rate Cut
Markets November US CPI data came in bang in line with consensus. Monthly growth of […]
Aussie Slumps on Yuan Depreciation Speculation; US CPI and BoC Loom
Australian Dollar continued its decline today as speculation mounted that China might allow Yuan to […]
RBA Kept Rate Unchanged But Failed to Stop AUD Slide
The Reserve Bank of Australia kept its cash rate unchanged at 4.35%, maintaining it at […]
Euro Hits 2024 Low vs Sterling as ECB Dovish Expectations Build
Euro’s selloff accelerated today, breaking to a new 2024 low against Sterling. The common currency […]
Expect More Sentiment-Driven Trading Today
Markets The Chinese Politburo’s directive changed risk sentiment at the start of European trading from […]
Scandi Releases and China in Focus Overnight
In focus today In Norway, we expect core inflation to remain unchanged at 2.7% y/y […]
RBA Remains on Hold, Slowly Gaining Confidence
The RBA remains on hold with the cash rate kept at 4.35%. But the Board […]
Australia’s NAB confidence turns negative to -3 as business conditions deteriorate
Australia’s NAB Business Confidence index slid sharply to -3 in November, down from 5 in […]
Australia’s employment data beats expectations, unemployment drops below to 3.9%
Australia’s labor market showed surprising resilience in November as employment grew by 35.6k, surpassing expectations […]