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 […]
European Central Banks Quickening Pace Of Their Monetary Easing
Summary The European Central Bank (ECB) initially adopted a cautious and gradual approach to rate […]
Soft-Landing, or No Soft-Landing, That is the Question: Part V
Part V: The FOMC, Blue Chip or the New Framework: Predicting the Fed Funds Rate […]
RBA on Gold, Seeking Sustainable Disinflation
RBA remains on hold at 4.35% as expected. The Board remains vigilant to upside risks […]
Carry Trade to Give Way to Longer-Term Investment in Asian Growth
Attractive growth opportunities in Asia will support currencies and yields despite a narrowing rate differential […]
Stocks’ Positive Reaction Might Continue Until the Second Fed Rate Cut
The Fed announced its first rate cut with a relatively balanced rhetoric History points to […]
Bank of England Review – Gradual Easing Cycle Supports GBP
At today’s monetary policy meeting the BoE left the Bank Rate unchanged at 5.00% as […]