Cliff Notes: Growth Prospects to Diverge as New Year Begins
Key insights from the week that was. This week, Australia’s Q3 GDP report and the […]
Australian Economy Likely to Stall in the Second half of 2023
The messages from the recent national accounts support our pessimistic growth outlook. The recent national […]
Fed Preview – Tightening Pressure Persists into 2023
Despite the strong November Jobs Report and ISM Services, market seems convinced that Fed will […]
Stocks Edge Higher in Cautious Trade
US futures Dow futures +0.4% at 33730 S&P futures +0.5% at 3955 Nasdaq futures +0.5% […]
ECB Preview – A Hawkish 50bp
At next week’s meeting, we expect the ECB to deliver a 50bp rate hike with […]
GBP/USD Steady, Inflation Expectations Next
The British pound is in negative territory on Thursday. In the European session, GBP/USD is […]
A Bit Flat
Equity markets look a little flat on Thursday, perhaps a sign that we’ve entered into […]
Markets and Fed are on Collision Course
Markets A third consecutive session of low trading volumes saw US Treasuries jump significantly higher. […]
Equities, Oil Fall, Bonds Gain on Recession Fears
Stocks fell for a fifth day, but the sovereign bonds gained, a hint that the […]
BoC’s Hawkish(ish) 50 bp Hike Could Be Its Last
BoC hikes by 50 bps to 4.25%, bringing cumulative tightening to 400 bps this year […]
Robust Eurozone Data Brought EURUSD Back Above 1.05
The single currency edged against most of its peers on Wednesday and managed to return […]