Market insights

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,...

Australian economic growth and inflation have been moderating since early-to-mid 2023 and the call is growing louder (unwarranted in our view) for the Government and the RBA to take policy action to stem and reverse the tide. According to the latest quarterly (Q4...

The rally in risk assets continued strongly in February with almost all major share and credit markets making gains. The further rally was helped by more signs of soft economic landing for the US as well as hope of government initiatives to prime growth in China....

Economic data released in February showed most major economies showing slow growth bordering recession. A notable exception is the United States where most economic readings point to improving growth and off a firm base in the second half of 2023. The slow growth...