Week Ahead – Inflation and Recession Risks
US While Europe appears at great risk for a recession as traders bet on aggressive […]
Australia PMI composite fell to 50.5, RBA has time on their side
Australia PMI Manufacturing ticked up from 48.4 to 48.6 in June. PMI Services fell from […]
Cliff Notes: Enduring Pressures Risk Longer Cycles
Key insights from the week that was. In Australia, the June RBA meeting minutes confirmed […]
Australia’s Westpac leading index fell to -1.09%, weakness to extend into 2024
Australia Westpac Leading Index growth rate fell from -0.78% to -1.09% in May. This is […]
AUD/USD – Aussie Slides after Dovish RBA Minutes
RBA minutes state that the rate hike decision was close China’s central bank trims key […]
RBA Minutes Revealed ‘Fine Balance’ for This Month’s Surprise Hike
Asian stocks were moody, European indices traded lower, and US futures were under pressure on […]
Week Ahead – A Huge Week for BoE, SNB to Keep Hiking, CBRT a Wildcard
US It will be a quiet Monday as Wall Street observes Juneteenth. A week filled […]
Week Ahead – Can the BoE and SNB Hike by 50bps? Flash PMIs Incoming
The central bank theme will continue in the coming week with the Bank of England […]
Cliff Notes: Central Banks Seek a Delicate Balance
Key insights from the week that was. Westpac-MI Consumer Sentiment was broadly unchanged in June, […]
Growth Forecasts Lower – RBA to Hike in Both July and August
In March, when we last revised our economic forecasts, we expected growth of 1% in […]
Australia CPI slowed to 5.6% yoy in May, lowest in more than a year
Australia monthly CPI slowed notably from 6.8% yoy to 5.6% yoy in May, below expectation […]