09 October 2018 Bob Cunneen, Senior Economist and Portfolio Specialist China’s economic growth vs Reserve requirements Sources: Thomson Reuters. China’s economy is under pressure. The trade war with the United States has intensified and shows no signs of a ceasefire. Tariffs have now been announced for US$250 billion of…
ThreeSixty Research Market Update – October 2018
Highlights: The US economy is set to repeat the robust GDP growth achieved in the June quarter, although the figures may be boosted by short-term effects. The signing of a trade deal between the US, Mexico and Canada has managed to settle some nerves, but trade remains a key issue for investors. For the first…
Chart of the week: Is Australia in a credit crunch?
05 October 2018 Bob Cunneen, Senior Economist and Portfolio Specialist Australian credit and economic activity Source: Reserve Bank of Australia. Recent media articles* have suggested that Australia could be facing a ‘credit crunch’. Tighter lending standards for housing appear to be restraining credit availability. If credit has become hard to access,…
Chart of the week: The Fed is still talking up interest rates
Bob Cunneen, Senior Economist and Portfolio Specialist US Fed’s interest rate and inflation projections Source: US Federal Reserve *PCE – Personal Consumption Expenditures The Federal Reserve (Fed) raised…
Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, October 2018
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economic expansion is continuing. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth in China has slowed a little, with the authorities easing policy while continuing to pay close…
Chart of the week: China's Great Wall against Trump's trade war
20 September 2018 Bob Cunneen, Senior Economist and Portfolio Specialist China’s monetary condition indicators Source: Federal Reserve Bank of St Louis and Reuters Datastream President Trump has just confirmed another 10% tariff on US$200 billion in imported goods from China. This is the second round of ‘Trump’s trade war’ following the earlier 25% tariff on…
Chart of the week: Is there any hope for the Pacific Peso?
13 September 2018 Bob Cunneen, Senior Economist and Portfolio Specialist Australian dollar vs commodity prices Source: Reserve Bank of…
ThreeSixty Research Market Update – September 2018
Highlights: Trade tensions between the US and China are still a source of significant uncertainty for financial markets. Political risks and trade uncertainty have seen a vicious cycle of selling in emerging market currencies as investors react to contagion fears. US shares rose in August on the back of positive company earnings results, while European…
September Economic Update with Bob Cunneen
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty. They discuss: latest market movements across the world volatility in emerging markets, and the fall in the value of the Australian dollar vs the US dollar.
Monetary Policy Decision – Statement by Philip Lowe, RBA Governor, September 2018
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economic expansion is continuing. A number of advanced economies are growing at an above-trend rate and unemployment rates are low. Growth in China has slowed a little, with the authorities easing policy while continuing to pay close attention…