4Q18 All Over Again?
Risk assets have endured a very bumpy two weeks and as usual, the markets are looking for a scapegoat.
Analyst Team
What’s Up With The US Dollar?
This week, focus for the USD will centre on the virus, Fed speak, inflation expectations and OPEC.
Will The RBNZ Go 25bps or 50bps?
Markets are pricing in a 100% chance of a 25bsp hike by the RBNZ this upcoming week – but could there be a surprise on the cards?
BOC Set To Taper Again This Week
A C$1 billion taper from the Bank of Canada at their upcoming meeting has been fully priced in.
Medium-term Focus For NZD Intact
The NZD had a textbook “buy-the-rumour-sell-the-fact” reaction to the RBNZ’s 25-basis point rate hike last week. But has anything really changed for the currency?
Hiking Time For The RBNZ
With the August meeting covid jitters now behind the RBNZ, the coast is clear for them to start their planned hiking cycle with a 25-basis point hike in the week ahead.
Tactical Considerations For The AUD
The AUD is the biggest under-performer among the major currencies after it found a peak back in February.
All About Those Dots This Week
The incoming jobs data will be critical to the markets, as the data will give us a hint on whether the Fed will choose a slow or fast taper.
Can CPI Finally Liven Things Up?
Attention turns to the incoming US CPI print to see whether we have any stronger than expected acceleration or deceleration in price pressure.
Will The RBA Surprise Again?
The RBA took markets by surprise at their August meeting by deciding to stick to their planned September tapering.