China Weekly Letter: Trade optimism amid further Chinese slowdown
Trump sees ‘good possibility that a deal can be made’. Weaker profit growth and PMI underline Chinese slowdown. Taiwan’s pro-independence government suffered big defeat at ‘mid-term’ elections. Trump sees ‘good possibility that a deal can be made’ It’s finally crunch...
Weekly Economic and Financial Commentary: A Great Deal to Like about this Outlook
U.S. Review “There is a great deal to like about this outlook” A speech by Federal Reserve Chairman Jerome Powell this week introduced some uncertainty into analysts’ estimates of just how many rate hikes could be left in the current...
The Weekly Bottom Line: Mama Said There’ll Be Days Like This
U.S. Highlights FOMC minutes released this week suggested that flexible could be the new gradual for the Fed. While a rate hike for December may be in the cards, future moves are now more dependent on the incoming economic data....
Dollar Looking for Economic Guidance Ahead of Busy Week
The US dollar is higher against most major pairs on Friday ahead of the G20 meeting. The greenback fell across the board on Wednesday after the market took the comments from Fed Chair Powell on interest rates to mean less...
Week ahead: G20, OPEC and NFP
It feels like I repeat this every week, but next week is going to be very interesting in the markets indeed. The G20 summit in Argentina will conclude at the weekend which potentially means fireworks at the Asian open on...
ISM Manufacturing PMI to Tick Up in November
The ISM manufacturing index, a closely watched indicator for US factory activity and thus a growth barometer will come into the light on Monday at 1500 GMT. The figure is expected to show that manufacturers regained some lost ground in November, retaining the streak of overall robust growth...
Week Ahead – Spotlight on US Jobs Report after ‘Powell Put’; RBA and BoC Meet
The coming week will be significant both in terms of data releases as well as for central bank meetings. November nonfarm payrolls out of the US will likely be the most anticipated report but it’s going to be a big...
Australia & New Zealand Weekly: Q3 GDP Preview, Housing Slowing Amidst Overall Robust Conditions
Week beginning 3 December 2018 Australia: Q3 GDP preview, housing slowing amidst overall robust conditions. RBA: policy decision and Deputy Governor Debelle speaking. Australia: Q3 partials and GDP, dwelling approvals and prices, retail, trade balance. NZ: terms of trade, building...
Weekly Focus – Growth Weakness ahead of Trade Talks
Market Movers ahead The meeting between Donald Trump and Xi Jinping this weekend could be a turning point in the trade war and there is a good chance of a deal despite more sabre rattling this week. Markets have reacted...
Market Focus On G20 Summit
The G20 Summit is about to kick start in Buenos Aires, Argentina, today and world leaders have started to arrive. In the summit a number of issues are to be discussed, including the future of work, economic sustainability, climate change...