Weekly Focus – Hawkish Messages from the Fed and ECB
In a big central bank week, the ECB delivered a 25bp hike, which was no […]
China’s Sluggish—Short & Long-Term—Growth Outlook
Summary China’s post-COVID rebound has now fully matured as the latest batch of activity data […]
The End of China’s Recovery?
Over the last week, Chinese authorities have taken a series of measures to prop up […]
Ending the Week on a Positive Note, More Central Banks Next Week
Markets are ending the week on a positive note but there remains enormous uncertainty around […]
Ethereum Touches Support Level, Bitcoin Yet to Follow
Market picture The crypto market has climbed 2% in the last 24 hours to 1.04 […]
EUR/USD Analysis: +1.4% in 2 Days
The current high growth rate, which was last seen in November 2022, was the result […]
Welcome to a Bipolar World of Monetary Policies
Monetary policies and guidance of the 4 major central banks are moving in the opposite […]
Bank of Japan Still Pushing Back Against Policy Normalization
Markets The ECB hiked rates by 25 bps yesterday, bringing the deposit rate to 3.5%. […]
Bank of Japan Leaves Policy Unchanged While ECB Delivers More Tightening
Market movers today Today, we get the Michigan consumer confidence survey in the US, which […]
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 […]