Recent Blogs

FILTER POSTS

Category

Archive

All eyes on the Fed

Emily Nicol
  • As markets awaited the Fed’s policy announcement this evening, Asian equities lost ground as Japan’s consumer confidence and China’s PMI surveys signalled a subdued start to the third quarter. The euro area’s flash Q2 GDP and July inflation were expected to have moderated.

Categories : 

BoJ leaves policy unchanged but won't hesitate to ease

Emily Nicol
  • While the BoJ predictably left policy unchanged, the Policy Board emphasised that it wouldn’t hesitate to ease policy if downside risks to its inflation target materialise.

Categories : 

Policy watchers awaiting signals from Fed, BoJ & BoE

Emily Nicol
  • Monetary policy will dominate the news flow this week, with the Fed set to cut rates by 25bps on Wednesday, while the BoJ and BoE might well amend its forward guidance on the back of a more downbeat economic outlook.

Categories : 

Japan's inflationary pressures remain muted

Emily Nicol
  • Despite the strong signal that the ECB will unveil an extensive easing package in September, European and US equities made losses yesterday. And this set the tone in Asian markets today, while Japan’s Tokyo CPI figures suggested that inflationary pressures remained subdued at the start of Q3.

Categories : 

All eyes on the ECB

Emily Nicol
  • Aussie government bonds rose to record highs overnight following dovish comments from RBA Governor Lowe. Of course, all eyes today will be on the ECB’s policy decision and President Draghi’s post-meeting press conference.

Categories :