Ripples and Waves
Ripple effects from the pandemic are not over and underlying trends are not fixed. It […]
Australian Dollar Slides After CPI Stays Steady
The Australian dollar took a hit after Australian inflation was lower than expected. In the […]
Week Ahead – US and Eurozone Inflation, RBNZ Meeting to Test Rate Cut Bets
US core PCE and Eurozone flash CPIs to keep inflation worries in the foreground Japanese […]
Cliff Notes: A Game of Patience
Key insights from the week that was. In Australia, the RBA February Minutes put forward […]
Why September?
Absent a new inflationary shock, central banks’ next moves are likely to be down. We […]
Australian Dollar Pares Gains after Strong Wage Growth
The Australian dollar continues to climb and has put together a five-day winning streak. The […]
Australian Dollar Shrugs after RBA Minutes, China Rate Cut
The Australian dollar continues to rally and has extended its gains for a fifth successive […]
RBA Minutes: Plus ça change
A longer meeting, but an expected outcome – the case to hold outweighed the case […]
Subdued Trading and Anticipation for RBA Minutes
Activity in the global financial markets are rather muted today, with major European stock indexes […]
Building Up a ‘Home-Grown’ Inflation Issue?
Issues in the home-building sector are still boosting goods inflation in Australia. This week RBA […]
Australia January Labour Force: Seasonality Amplifies a Weak Underlying Trend
Employment: +0.5k (from –62.7k). Unemployment Rate: 4.1% (from 3.9%). Participation Rate: 66.8% (unchanged). January is […]
RBA minutes: High costs of persistent inflation may necessitate additional rate hike
RBA minutes from the February 5-6 meeting revealed that the Board considered both an 25bps […]