Could Markets Relive 2016 Post-Election Day Performance?
Euro/dollar could suffer if 2016 repeats itself US stocks could further benefit from Trump’s win […]
The 2024 U.S. Elections: Economic Implications
Summary Election Day is in the rearview mirror. Although the outcome of every race has […]
RBA Decision: Vigilance Sustained
The RBA Board left the cash rate unchanged at 4.35%, as expected. Disinflation on track […]
RBA November Meeting: Cash Rate Unchanged Until February
With the September quarter CPI data confirming that the disinflation remains on track and supply-side […]
US Elections Update: The Race to White House Tightens
Trump closes in on Harris’s lead in the polls Neck and neck race spurs market […]
ECB Review: A Rate Cut – and Awaiting More Data
Today, the ECB cut rates for the third time this year, bringing the deposit rate […]
This Time Is Not Different For China
Summary High profile policy announcements from China have captured financial markets’ attention over the past […]
What’s in Store for Gold in Q4?
Gold outperforms other asset classes; provides protection against risk events Tailwinds could persist as Q4 […]
RBNZ October 2024 Monetary Policy Review: The Wait is Over
Today the RBNZ cut the OCR by 50bps to 4.75%, meeting Westpac and market expectations. […]
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 […]