Beware of bubble talk, for now
In a wide ranging speech delivered overnight in New York, Glenn Stevens, provided more colour on his prior communications in which he has bemoaned...
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The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
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Key Takeaways From the Analyst Meeting
The IU margin will remain the main challenging factor for GPSC's performance should the change in Ft be inconsistent with gas costs. GPSC's power...
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Steady Growth Momentum in the Years Ahead
Thailand's oil consumption through service stations to have seen growing momentum in 2022E Higher oil sales volume growth target set at 6-10% YoY...
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