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What’s happening in Australia and around the world?

  • 13 May 2019
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Asia week ahead: Tariffed!
10 May 2019

Asia week ahead: Tariffed!

The US might make good on its threat of bumping up tariffs on Chinese products and China may reciprocate. But even as trade talks resume there is little…

Fairness in consumer credit markets
10 May 2019

Fairness in consumer credit markets

Making sure you are treated fairly when applying for credit is becoming much more reliant on data that shows what you do, rather than who you are, writes…

Japan: Mixed messages
Japan
10 May 2019

Japan: Mixed messages

In Japan, the macro picture paints a bit of a muddy picture. Both investment and net trade don't really help us much with the outlook for the rest of…

Fed rate cuts unlikely despite US inflation miss
Quick take
United States
10 May 2019

Fed rate cuts unlikely despite US inflation miss

The latest downside surprise on US inflation won't help resolve market pessimism towards the Fed policy outlook. But with wage pressures continuing to…

If it’s just the economy, stupid, Trump’s in a good position for 2020
Opinion by James Knightley
9 May 2019

If it’s just the economy, stupid, Trump’s in a good position for 2020

Swing States win elections, and given the strong economic performance of the big 5, any challenger is immediately going to be on the defensive

FX Talking: Trading blows
FX Talking
13 May 2019

FX Talking: Trading blows

The re-opening of the US-China trade war has come as a surprise. We suspect a deal will be concluded in 3Q19, but until then, investors look set to play…

May economic update: Just when things were looking up
Report
10 May 2019

May economic update: Just when things were looking up

Just as pockets of optimism had begun to emerge in the global economy, trade tensions are back, though we still think a US-China trade deal remains…

US President Trump Monetary Policy May Monthly Update Inflation GDP FX External trade Emerging markets Election Asia

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