Australian Economy Hitting Its Stride, but AUD Is Pricing a Growth Stumble
The US wages data and trade policy announcements that may come before end week will keep global markets on edge. There is scope for a corrective...
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Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
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RBA May Tweak Guidance
Last week we wrote that an “RBA rate cut may soon be back on the table.” The RBA releases its monthly interest rate decision statement on Tuesday...
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RBA Rate Cut May Soon Be Back on the Table
In our view, downside risk for Australian interest rates and the AUD have increased significantly. The persistent increase in bank funding costs...
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New Australian PM Offers a Path to AUD Redemption
The AUD sunk and then rebounded again on political developments this week. The ascendency of Scott Morrison to PM offers the ruling party a road...
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