The rally in risk assets continued strongly again in March with almost all major share and credit markets making gains. Economic indicators released in March in the US and Australia were mostly quite firm reducing the likelihood of recession soon. Inflation has fallen...
Economic data released in March showed most major economies close to recession or experiencing slow growth. US growth remained a stronger outlier to the mostly soft growth story internationally and showed signs of stickier inflation than most. Australia stayed in the...
The focus this week in Australia is the RBA’s policy meeting today and tomorrow. The cash rate is expected to remain unchanged at 4.35% and the main point of interest is whether the RBA is still relatively hawkish hinting that further rate hikes cannot be ruled out,...