boj

Saul Eslake

Here are ten things that I think will shape the global and Australian economies in 2018, and that expect I’ll be talking about at conferences and events over the course of the coming year. Show More

Alex Joiner

The Fed is clearly well out in front in reducing monetary policy stimulus. Its stance was demonstrated again in June as the FOMC (Federal Open Market Committee) increased the Federal Funds Rate by 25bp. As a result, the target rate rose to 1.00- 1.25%, while the Committee noted that the... Show More

Pendal Group

September was a reasonably volatile month as the markets had to digest key meetings from the ECB, BOJ & Fed and deal with a renewed focus on the viability of Deutsche Bank, after the US Department of Justice (DOJ) put forward their opening bid on the mortgage-securities cases fines. The... Show More

Nikko Asset Management Australia

“Toto, I’ve a feeling we’re not in Kansas anymore” … As we look around the fixed income landscape today, we can get some idea of how Dorothy felt. In the JP Morgan Government Bond Index, which encompasses the 13 largest government bond markets, an extraordinary 30% of sovereign debt, or... Show More

Jordan Eliseo

The Official Monetary and Financial Institutions Forum (OMFIF) recently released a research report titled “The Seven Ages of Gold”, which looked at central bank activity in the gold market, over the last two centuries. It noted that net purchasing/selling patterns fell into seven distinct periods, each lasting an average of... Show More

Mathan Somasundaram

Aussie market pulled out another positive day despite overall negative sentiment in Asian markets after US Fed inaction and before BOJ stimulus rain. That’s 23 positive days out of 30 trading days since mid-June. Markets are way too calm and volatility indices keep falling….bond yields fall down to 1.87%. US... Show More

Elliot Clarke

This week we preview the Australian CPI; April FOMC and RBNZ meetings; as well as US and Euro Area Q1 GDP. Together with the Bank of Japan policy meeting, these will be the key events for markets. https://wibiq.westpac.com.au/wibiqauthoring/_uploads/file/Australia/2016/April/WestpacWeekly20160425.pdf Show More

Jordan Eliseo

Despite the overnight pullback in metals prices, it’s been another strong month for gold, with record ETF inflows, and prices moving decisively above USD $1200oz. Lately, the move in gold has coincided with risk assets rallying, no doubt driven by dovish activity in Europe and Japan. Show More

Mathan Somasundaram

Aussie market started positive with global sentiment and continued up to finish very strong. Pretty much everything is going up…currency, commodities, European markets, US markets, Asian markets…even Shanghai Composite is up for now. Super Mario is talking tonight and that should give more clarity into ECB outlook while BOJ still... Show More