June 20, 2015

Essential Asia: On the Rebound

A macro strategist’s view on Asian economies and markets

  • Soft domestic macro performances compounded by the rebound in USD restrained regional FX appreciation.
  • China and RBA cut rates further, extending their accommodative policy stances, while Korea kept rates unchanged.
  • It is not yet time for reflation trades.

For full analysis, download report: Essential Asia: On the Rebound (PDF, 612 KB)

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