EU Walking the Tariff Talk Against Chinese Electric Vehicles.
Markets UK gilts underperformed yesterday. Yields with maturities ranging from the 2-yr (+5.1 bps) to […]
RBA November Meeting: Cash Rate Unchanged Until February
With the September quarter CPI data confirming that the disinflation remains on track and supply-side […]
What’s Normal, Anyway?
From debt ratios to interest rates to unemployment, simple averages of the past are often […]
Aussie Unsettled as US Election Risks Rise
AUD/USD starts the week fragile, trading at 5½ week lows in the mid-0.66s. The local […]
Australian Dollar Steady, RBA’s Hauser Says Rates Could Move Either Way
The Australian dollar is calm on Monday. In the European session, AUD/USD is trading at […]
China Stimulus and Headwinds
China has announced a range of stimulus measures recently. This pivot has been needed partly […]
Cliff Notes: Labour Market Powers Ahead
Key insights from the week that was. In Australia, the central data update of the […]
ECB Expected to Cut Rates by 25 bps to 3.25%
Markets Core bonds eked out some gains yesterday ahead of the ECB meeting and US […]
RBA’s Hunter: Monitoring China’s stimulus and inflation expectations closely
RBA Assistant Governor Sarah Hunter emphasized today the importance of China’s economic stimulus measures for […]
Cliff Notes: Shifting Views on the State of the Economy
Key insights from the week that was. In Australia, there was finally a sigh of […]
Australian Dollar Lower, RBA Keeps Options Open
The Australian dollar has extended its losses for a sixth straight day and is down […]
RBA’s Hauser signals no early rate cuts as inflation remains too high
RBA Deputy Governor Andrew Hauser emphasized today that inflation remains “too high” for the central […]