What’s going on in Australia?
Australia suffers more from a surfeit of unfulfilled optimism than any genuine issues. Sure, there are some areas of economic softness, and some…
Quarterly house price growth in Australia fell 2.4%QoQ in 4Q18, accelerating the decline from 3Q18 (-1.5%). Although this still looks orderly, it does…
Lots of data coming out of China next week, but export growth will be the one we'll be looking out for. Elsewhere, Singapore's central bank meets,…
China’s fiscal stimulus has begun to work. Manufacturing PMI showed activity expanded in March. We believe this is in large part because of the…
Taiwan's exports have shrunk for five straight months amid weak demand for smart devices. But there is a silver lining from imports, which returned to…
General market tone: Risk-on The positive US labor data and news on the US-China trade negotiations underpin risk-on market sentiment.
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