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No inflation slowdown, just wishful thinking
Monday 1st August 2022For those hoping that inflation was peaking (anywhere), then Friday didn’t bring good news. PCE numbers in the US are rising, E…
3 years, 5 months ago
When is a recession not really a recession?
Friday 29th July 2022US GDP fell by 0.9 percent in Q2. On top of the 1.6 percent fall in Q1 that meets the technical definition of a recession. But J…
3 years, 5 months ago
Fed hikes 75bp, no forward guidance
Thursday 28th July 2022The FOMC has met, they’ve pushed rates up 75 basis points and, whilst Jerome Powell said there would be no forward guidance, h…
3 years, 5 months ago
Shares down as consumers focus on the essentials
Wednesday 27th July 2022There gave been sizeable falls in US equities, mainly stemming from a cut to Walmart’s profit estimates. NAB’s Tapas Strickla…
3 years, 5 months ago
Then there was one (turbine)
Tuesday 26th July 2022From Wednesday one of two operating turbines on the Nordstream pipeline will be switched off, effectively halving the existing …
3 years, 5 months ago
Softer data, harder RBA
Monday 25th July 2022PMI numbers were much weaker than expected on Friday, particularly for US services, which fell quickly into a contractionary rea…
3 years, 5 months ago
ECB makes it to zero
Friday 22nd July 2022As we predicted the ECB lifted interest rates by 50 basis points yesterday, up to zero percent. NAB’s Ken Crompton says this was…
3 years, 5 months ago
Gas will trickle, Draghi will go, ECB will hike
Thursday 21st July 2022There’s some confidence in the markets this morning, despite what seems to be a compendium of bad news for Europe. NAB’s Gavin…
3 years, 5 months ago
Markets set for a tougher ECB
Wednesday 20th July 2022Markets are preparing for a big rate rise by the ECB tomorrow. NAB’s Rodrigo Catril says they are hiking when the expectation…
3 years, 5 months ago
Oil rises as Saudi’s don’t budge, gas to Europe unlikely this week
Tuesday 19th July 2022The resumption in gas supplies to Europe could well be delayed, but perhaps Russia has a legitimate reason. A bigger move this …
3 years, 5 months ago