EU and UK Struck a Deal to Reform Northern Irish Protocol
Markets The EU and the UK struck a deal to reform the Northern Irish Protocol. […]
Australian Q4 Business Indicators Survey: Inventories, Sales, and Company Profits; First Impressions
Inventory levels decline, following a sharp run-up, confirming a large subtraction from Q4 growth. Sales […]
Week Ahead – Inflation Issues Sinking In
US Disinflation trends are struggling and now Wall Street will look to see if improving […]
Week Ahead – US ISM PMIs and Eurozone CPI Data Enter the Spotlight
Following a relatively busy week, the calendar becomes lighter next week. However, that doesn’t mean […]
Cliff Notes: Mixed Signals to Keep Central Banks on Tightening Path
Key insights from the week that was. Critical data for Australia’s economy was mixed this […]
We Have Lifted Both RBA Cash Rate Forecast and FOMC Forecast
We have lifted our forecast terminal RBA cash rate from 3.85% to 4.1%. We have […]
Aussie Dips After Soft Wage Data
The Australian dollar has extended its losses on Wednesday. In North American trade, AUD/USD is […]
Risk Sentiment Stabilized, Dollar Looks Into FOMC Minutes
Risk sentiment appears to have stabilized as markets enter into US session. There have been […]
Outcome of Fed March Meeting Becoming Fat-Tailed Towards a Possible 50 bps Rate Hike
Markets US Treasuries went into full sell-off mode again yesterday following February US PMI’s. The […]
Australia Westpac leading index ticked up, growth below trend through most of 2023
Australia Westpac-MI leading index ticked up slightly in January. Growth in the three to nine […]
Sentiment Shaky Ahead of Fed Minutes and “Higher For Longer” Rates
Asian shares traded mostly lower on Tuesday along with US and European futures as investors […]
Australia retail sales rose 1.9% mom in Jan, flat on average over the past few months
Australia retail sales turnover rose 1.9% mom to AUD 35.09B in January, above expectation of […]