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…

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…

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…

13 September 2018 Bob Cunneen, Senior Economist and Portfolio Specialist                               Australian dollar vs commodity prices                                            Source: Reserve Bank of…

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…

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.

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…

22 August 2018 Bob Cunneen, Senior Economist and Portfolio Specialist                                                      Source: Datastream  Australia’s nominal wages growth has been weak over recent years. Wages are growing at only a 2.1%…

Bob Cunneen, Senior Economist and Portfolio Specialist                                     Turkey’s currency vs bond yield                                                    …

Highlights: US economic growth shot to an annualised 4.1% in the June quarter but the market is questioning whether this is sustainable. The impact of US and Chinese tariffs has been noticeable in Asian export growth but US manufacturing activity is yet to be hit hard. In Australia, the RBA continues to keep rates on…