RBA and RBNZ in the Hot Seat, Trump’s Tirade Threatens Global Risk Appetite
US and global asset markets appear to have built in a completed US-China trade deal relatively soon. Equities have rebounded this year, despite...
456 Views
An RBA Rate Cut Next Week Is the Smart Move; Fed Firmly on Hold
The RBA should cut rates next week to signal that its inflation target still matters. Slumping inflation expectations over the last six months,...
562 Views
Low Inflation May Force the RBA’s Hand in May
The downside miss on inflation in Australia probably forces the RBA’s hand to cut rates. The RBA generally doesn’t fuss too much with appearances...
549 Views
RBA’s Debelle Strikes Optimistic Tone; Remains Lazor Focused on the State of the Labour Market
We had warned to watch out for dovish noises from the RBA this week after it changed its monetary policy meeting statement earlier in the month to...
643 Views
Watch Out for Dovish Noises from the Fed and RBA
We see scope for dovish noises from the FOMC minutes and Fed speakers. The Fed appears to be in the process of shifting towards adopting an...
665 Views