April 20, 2015

Essential Asia: US$ Bull(ied)

A macro strategist’s view on Asian economies and markets

  • US$ bulls encountered a speed bump post FOMC and the trend ahead now looks more tentative.
  • Asian central banks may find it easier to ease in coming months with Fed rate hike expectations pushed out.
  • Our central forecasts for Asian FX remains unchanged as we are mindful about the sustainability of the recent recovery in Asian FX.

For full analysis, download report: Essential Asia: US$ Bull(ied) (PDF, 1 MB)

The AUD in November 2023

The AUD in November 2023

1 December 2023

The AUD in November AUD/USD returned to ‘normal’ levels of monthly volatility in November.

The AUD in November 2023
Markets Today – The Cool Out

Markets Today – The Cool Out

1 December 2023

After what has been a solid month for equities and bond investors, month end flows have probably play their part in the price action overnight, US equities have lost momentum, UST have led a rise in core global bond yields and the USD is stronger. US and European inflation releases favoured the notion the Fed and ECB are done with their respective tightening cycles.

Markets Today – The Cool Out
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