USD Reprieve, but a Lot to Prove, NZD Facing Economic and Political Headwinds
USD had a reprieve so far this week after hitting new lows for the year last week. However, EM currencies, in particular, have held most of their...
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Australian Govt Infrastructure Boom Is Leading Private Capex Recovery
Q2 Australian construction work done surged on Wednesday by a record. While lumpy work at an LNG project drove this increase, the data also showed...
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Trump in His Element Responding to Harvey
North Korea and Hurricane Harvey are dominating attention in the market. The market is bracing for some disruption to the US economy. Gasoline...
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Lines in the Sand that Will Take Us Lower
We would like to reiterate and update our risk aversion signals and what are the bigger US and global break points and tie a few points together....
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RBA Holding Still Waiting for Big Waves to Hit
I will keep it brief; this is a quick comment from the road, as I am on a marketing trip this week and next in New York/Boston/London spreading the...
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