US Payrolls Will Take Center Stage Today
Markets This week’s US data was supposed to be key input for markets to make […]
Watch Out for September NFP
In focus today This week’s most important macro release, the US September Jobs Report, is […]
Cliff Notes: Policy’s Impact Being Felt
Key insights from the week that was. In Australia, the week began with the Federal […]
Markups and Downs
The RBA no longer says that wages growth is too high to be consistent with […]
US: ISM Shows Services Growth Picks Up in September
The ISM Services index stepped up in September, registering 54.9, up from 51.5 in August […]
Could Friday’s Data Tip the Balance in Favour of a 50bps Fed Rate Cut?
Discussions about the size of the November Fed rate cut continue Mixed labour market data […]
WTI Oil: Rising Geopolitical Risk Premiums and China Stimulus May Have Created a Medium-Term Floor at US$67.55-65.70
The recent sell-off of 18% in WTI crude oil since August has stalled. An increase […]
Crypto Market Still Falling, But Bitcoin Already Stabilised
Market picture The crypto market lost another 1.44% of its capitalisation in 24 hours to […]
NZD/USD Dips as Market Anticipates RBNZ Rate Cut
The NZD/USD pair continues its downward trend, dropping to 0.6240 in its third consecutive session […]
September CPI Preview: Sticky-Looking Core to Be Temporary
Summary The overall progress in reining in decades-high inflation should be on display with the […]
Is China Circumventing U.S. Tariffs?
Summary We have written extensively about the deterioration in the trade relationship between the U.S. […]
China – Lift to GDP Forecast After Leaders Draw Line in the Sand
Following the big stimulus and clear growth message from Chinese leaders, we revise up our […]