The Exchange Rate and the Big Pivot
A depreciating exchange rate sometimes gets interpreted as a ‘vote of no confidence’ in that […]
Cliff Notes: Continued Labour Market Resilience Constructive for Outlook
Key insights from the week that was. January’s Westpac-MI Consumer Sentiment survey suggests the Australian […]
Brent Crude – Oil Advances on Russian Sanctions. Will 100-day MA Cap Gains?
Oil prices rose due to new US sanctions on Russian oil and tankers. The Kremlin […]
December Payrolls Shifted the Needle from Two to Only One Additional 25 bps Fed Rate Cut This Year
Markets US December payrolls shifted the needle of US money markets from two to only […]
Week of Inflation Releases, US CPI in Focus
In focus today Today will be quiet in terms of data releases, as we anticipate […]
Weekly Economic & Financial Commentary: Cutting Rates, but Higher Yields
Summary United States: A Matter of Conditioning and a Matter of Fact This week brought […]
Markets Weekly Outlook – Fed Policy in Focus as US Inflation Lies Ahead
Strong US Jobs Report Impacts Fed Expectations with some analysts now predicting no cuts at […]
Weekly Focus – Bracing for Trump 2.0
A new year is upon us and for sure it shapes up to be another […]
New Zealand Dollar Near Two-Year Low: USD and China are ‘to Blame’
The NZD/USD pair has fallen to 0.5590 as of Friday, marking a two-year low driven […]
Asian-Pacific Dealings Lacking Much Other News Revolve Mostly Around PBOC
Markets The partial absence of US investors due to a national day of mourning for […]
Time for NFP, Buckle Up
In focus today The most important data release of the day will be the US […]
China’s monthly trade surplus soars to USD 104.8B as exports jumps 10.7% yoy
China’s trade data for December delivered a solid performance, reflecting resilience in exports and a […]