What a Half Year
The first half of the year ends on a positive note for equities and not […]
Week Ahead – FOMC Minutes and US Jobs Report Eyed, RBA May Hike Again
US It will be an eventful week, the ISM manufacturing report, the fourth of July […]
Weekly Economic & Financial Commentary: Higher for Longer
Summary United States: Hot Economic Data Accompanies the Heart of Summer The U.S. economic data […]
Will RBA Surprise the Market for a Third Time?
On Tuesday, at 04:30 GMT, the Reserve Bank of Australia (RBA) will announce its July […]
Week Ahead – Will US Nonfarm Payrolls and RBA Decision Rock the Boat?
Markets have been left somewhat bruised from a fresh round of hawkish gunfire from central […]
We Confirm Our Call for 0.25% Increase in Cash Rate Next Week
The Reserve Bank Board meets next week on July 4. We confirm our view that […]
Cliff Notes: Persistence of Underlying Inflation Continues to Trouble Policy Makers
Key insights from the week that was. The main data release for Australia this week […]
Inflation (Headline and Core) Should Reaccelerate Due to Base Effects
Markets In yesterday’s Sintra panel discussion with ECB Lagarde, Fed Powell, BoE Bailey and BoJ […]
Aussie Slides to 3-Week Low as CPI Falls Sharply
Australian inflation declines more than expected AUD/USD slides in response to the inflation report US […]
Near-Term Recession Fears are Clearly Overdone
Markets US eco data turned out to be the intraday game-changer, achieving what rather hawkish ECB […]
Strong Data and Soft Inflation Boost Appetite
US stocks shrugged off the early week pessimism on the back as of a set […]
Australia retail sales rose 0.7% mom, boosted by sales events
Australia retail sales turnover rose 0.7% mom to AUD 35.52B in May, well above expectation […]