GLOBAL MARKETS RESEARCH

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LATEST UPDATES

Risk assets have been boosted amid speculation the US is considering lifting trade tariffs on China in order to appease markets.

There’s still no sign of an end to the US China trade dispute as the end of the cease-fire period draws closer.

In the first AMW of the New Year we investigate the important issue of the likelihood of a US recession occurring over the next 12-18 months.

RECENT updates

There’s still no sign of an end to the US China trade dispute as the end of the cease-fire period draws closer.

Theresa May has won the confidence vote in her government, so she can battle on with Brexit.

Augmented Yield Curves in the US and Australia – what do they tell us about the growth outlook for Australia and the US?

Theresa May’s government faced a massive defeat in Parliament with a 230 vote loss on their Brexit withdrawal agreement.

The US government shutdown is now in its 25th day but the direction of the global economy is a bigger concern.

In the first AMW of the New Year we investigate the important issue of the likelihood of a US recession occurring over the next 12-18 months.

The shutdown impacting parts of the US government remains, the passing of Theresa May’s meaningful vote on Brexit seems unlikely and negative data from Europe has some wondering whether the region is already in recession.

Fed Chair Jay Powell’s comments at the Economic Club in Washington supports risk sentiment.

FOMC Minutes just released show Fed more dovish than post Dec-18-19 meeting statement/presser suggested

Positive sentiment in the US on Friday and in the APAC session yesterday has carried through into overnight markets notwithstanding a downside surprise in the US non-manufacturing ISM report.

It was far from a quiet Christmas period, with volatility driven by data, trade concerns, a government shutdown and a very different attitude coming from the US Fed.

December witnessed the widest AUD/USD monthly range of the year (3.77 cents).

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