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INSIGHTS, TRENDS AND CASE STUDIES

The Yuan has served to undermine all of the gains in the AUD generated by yesterday’s good employment report.

Could slowing inflation cause the Bank of England to rethink the prospect of an August rate rise?

The move higher in front end yields boosted the USD, although the greenback was already on the ascendency early in the overnight sessions.

Trump in Helsinki and the EU in Beijing didn’t really move markets but the dissent in the UK has weakened the pound.

China’s M2 money supply grew less than expected on Friday.

The global economy remains in reasonable shape right now despite some pressures on Emerging Market economies.

Whilst Trump is overseas, the stock market has rebounded from yesterday’s falls, whilst Brent Crude continues to fall.

The US has imposed extra tariffs on Chinese imports. Gavin Friend discusses the market reaction.

The next battle for Theresa May is in Brussels – will the EU accept her proposal, at least as a starting point? Plus, US ‘poised’ to release $200bn China tariff list, puncturing risk-positive offshore sentiment.

The markets outside of the British Isles have seen some positive sentiment, including Australia.

Theresa May has presented her Brexit strategy with the full support of her cabinet, apparently.

The Fed, ECB and the BoE seem a little more hawkish, indicating that, whatever is going on in the background, their economies seem to be faring well.

NAB’s USD non-rural commodity price index declined by over 3% q/q in Q2 2018. This only partially reversed the large gain made in the previous quarter and, as a result, it is still 7.5% higher than a year ago. The fall in Q2 mainly reflected a decline in iron ore and metallurgical coal prices, although LNG export prices – linked to the price of oil – rose.

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