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Category: aussie

‘These Are Our Dark Times’

June 18, 2020June 18, 2020

Around the world in 800 words, as the BOE tops up QE, Australia’s labor market stumbles and New Zealand’s economy implodes.

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1 Comment on ‘These Are Our Dark Times’

Australia Unveils Asset Purchases, Yield Targeting As Economy Set For First Recession In Three Decades

March 18, 2020March 18, 2020

“The functioning of major government bond markets has been impaired”.

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RBA Says Ready To Buy Bonds. Action Coming Thursday

March 15, 2020

“It was just a question of when”.

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RBA Cuts Rates, BoJ Shows Resolve As Central Banks Take Aim At Virus

March 2, 2020

It’s at least possible market participants will view the RBA’s cut as too little, and the BoJ’s liquidity ops as meaningless.

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1 Comment on RBA Cuts Rates, BoJ Shows Resolve As Central Banks Take Aim At Virus

‘Defining Moment’ For Markets As BoJ Kicks Off Central Bank Response After Dire Weekend News Flow

March 1, 2020March 1, 2020

“Be prepared and dust off the crisis playbook”.

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5 Comments on ‘Defining Moment’ For Markets As BoJ Kicks Off Central Bank Response After Dire Weekend News Flow

Donald’s Dollar Dilemma Deepens As Aussie Plunges Amid Global Race To The Bottom

October 1, 2019

Don’t show him a dollar chart.

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‘Shocking’ New Zealand Rate Cut Roils Currency Markets

August 6, 2019August 6, 2019

Anyone who doubted RBNZ’s willingness to deliver on Wednesday was disabused of their skepticism.

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After The Storm: Full Week Ahead Preview

August 4, 2019August 4, 2019

So much for the summer “lull”.

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6 Comments on After The Storm: Full Week Ahead Preview

As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance

July 2, 2019July 2, 2019

Tasseography Tuesday!

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1 Comment on As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance

From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview

June 16, 2019June 17, 2019

To the rescue or out of ideas and ammo?

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1 Comment on From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview

Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon

June 2, 2019June 2, 2019

“The Australian situation.”

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4 Comments on Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon

You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

June 2, 2019November 9, 2021

If you’re not excited, well, get excited.

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1 Comment on You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?

May 21, 2019May 21, 2019

“The reality is”…

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1 Comment on Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?

An Awkward Combination.

May 20, 2019

To the extent there are any good vibes, they aren’t likely to last.

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1 Comment on An Awkward Combination.

It’s All Political These Days: Full Week Ahead Preview

May 19, 2019May 19, 2019

Donald Trump likely won’t be in a good mood as the new week dawns.

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Watching, Waiting

May 7, 2019May 7, 2019

Minutes to midnight (Friday).

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Trading ‘Transitory’, Doves Down Under & Fightin’ Words: Full Week Ahead Preview

May 5, 2019November 6, 2021

Steel yourself.

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Meanwhile, Down Under…

April 24, 2019April 24, 2019

If the die wasn’t already cast, it is now.

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Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout

April 2, 2019April 2, 2019

Finally, you know it’s a languid day when cryptos are back in the news

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1 Comment on Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout

Dollars, Doves And Dictators: Full Week Ahead Preview

March 3, 2019March 3, 2019

What could go wrong?

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2 Comments on Dollars, Doves And Dictators: Full Week Ahead Preview

From Frankfurt To Tokyo To Sydney, Doves On Parade

February 19, 2019February 19, 2019

Suffice to say the dovish pivot from global central banks appears to have wings

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2 Comments on From Frankfurt To Tokyo To Sydney, Doves On Parade

State Of Emergency: Full Week Ahead Preview

February 17, 2019

Trade, car tariffs and Fed minutes.

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From Germany To Down Under, Global Slowdown Narrative Finds Validation

February 6, 2019

There was some fresh fodder for the “global slowdown” narrative on Wednesday.

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What’s The Best Way To Short China?

January 22, 2019January 22, 2019

“Which brings me to my preferred way of expressing this trade.”

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10 Comments on What’s The Best Way To Short China?

This Flash Crash Matters – Here’s Why

January 3, 2019January 3, 2019

An indelible mark.

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2 Comments on This Flash Crash Matters – Here’s Why

Cracks In The Carry Trade

April 25, 2018April 25, 2018

“For the first time since the start of 2016 (when the risk-on phase started), dollar liquidity has rolled over.”

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2 Comments on Cracks In The Carry Trade

High Drama: Full Week Ahead Preview

February 4, 2018February 4, 2018

Who’s ready for another week like last week?!

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3 Comments on High Drama: Full Week Ahead Preview

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