Chart of the Day: RBA Has a Problem
The day after the Reserve Bank of Australia (RBA) chose to dial back its concern over the CPI inflation's increasingly serial target undershoot,...
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AUD May Suffer a Redux of the Old Economy Blues
Around two decades ago AUD was languishing at record lows labelled an old economy left out by the ‘new IT economy.' It feels a bit like its...
144 Views
IT Disruption Driving up Asia EM Currencies, GBP Risk Builds, AUD Yield Advantage Gone
Investors are pursuing gains in equity markets; in particular, EM markets that are big exporters of IT goods. These capital flows are tending to...
113 Views
Political Risk for a Number of Currencies (AUD, NZD, GBP and CAD)
It is getting harder to know where to turn with political risk in the UK palpable. A dual citizenship debacle in Australia, NAFTA negotiations...
126 Views
Diverging EM Assets and Currencies, Global Investor Jitters, AUD Vulnerable
The USD has strengthened since September after trending down for the first eight months of the year. Its gains have stalled in recent weeks, and...
112 Views