Interest Rate View Change
Last week we took the signs of easing labour market conditions contained in the September labour...
Easing Labour Market Conditions
A persistently tight labour market is a key concern for central banks as they try to contain...
A Second Phase?
Analysts are split between whether official interest rates in most major economies, including in...
A Tricky Pause
The cash rate remains on uneasy pause at 4.10% is the verdict after the first monetary policy...
Economic Updates Market Drivers
Market Drivers - October 2023
Risk assets weakened again in September as central banks reaffirmed that interest rates would need...
A Recession of Sorts
Australia is yet to breach the two consecutive quarters of GDP that defines conventionally a...
Economic Updates Market Drivers
Market Drivers - September 2023
Risk assets weakened in August as evidence of firmer US economic activity; Europe possibly avoiding...
Labour Market Tipping Point
Two key data points released last week say that Australia’s labour market may have reached a...
A Fine Balance
Financial markets are starting to look towards the end of central bank rate hikes as well as...