GLOBAL MARKETS RESEARCH

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The main focus tonight will be what President Trump has to say at the opening of the World Economic Forum in Davos.

The US was on holiday Monday so it’s been a quiet session all round.

Calculating confidence intervals around cash rate futures pricing and the Reserve Bank's economic forecasts, we estimated an average probability of QE through to mid-2021 of about one-third. 

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Our Head of FX Research shares his views on how the AUD will perform against the USD in the first half of 2020 – listen now.

The US was on holiday Monday so it’s been a quiet session all round.

Calculating confidence intervals around cash rate futures pricing and the Reserve Bank’s economic forecasts, we estimated an average probability of QE through to mid-2021 of about one-third. 

The rally in US equities continued at the end of the week, with the optimism spreading to Europe.

US equities rose higher still on the back of the latest US retail numbers.

Equities have posted further gains and new record highs.

The US and China will sign the phase one trade deal tonight.

There are reports the US Treasury Department will no-longer consider China a currency manipulator.

The social cost of the bushfire disaster has been immense, with no precise way to gauge the economic impact until official data becomes available.

In our first podcast of 2020, Ray Attrill discusses the week’s economic news and the broader prospects for the year ahead.

We’re ending the week with risk sentiment at its best level of the year.

Markets have now largely unwound the risk-off moves that have occurred since Friday.

It’s been a particularly bad 24 hours for the AUD (if you aren’t an Australian exporter, that is).

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