Money Matters: Chinese Monetary Aggregates Point to Accelerating RMB Weakness.
Friday saw the release of the Monthly Chinese monetary aggregates. M2 rose 11.6% year-over-year. Although this is one the lowest percentage growth...
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What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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Liquidity and Technical Drivers of Hybrids
Bank hybrids have been issued in the Australian financial landscape for over 20 years in various forms. While drivers of performance have varied...
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Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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