Key insights from the week that was. A quiet week for data kept the focus on central banks and the heightened uncertainty surrounding Ukraine. The first key event for the week was the release of the RBA February meeting minutes. Following a speech and parliamentary testimony by the Governor as well as the February Statement […]
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Today’s FOMC decision is expected to leave rates unchanged at 3.50–3.75%, yet the real story lies in the widening gap between what the Fed is signaling and what markets are pricing. That tension is now Read more…
We reaffirm our view that the RBA will raise the cash rate 25bps to 4.35% next week. We reaffirm our expectation that the RBA Monetary Policy Board (MPB) will raise the cash rate a further Read more…
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