Research Content
Analysis of the latest monthly data which was slightly weaker than expected and its potential impact on an already robust AUD fixed income market.
A look also at interest rate convergence trades and how they could impact the AUD vs crosses.
Research content: There is surely a huge gulf between the market’s expectations for the future, derived from recent political policies...
A projection of the US's Government Deficit and Debt should there be a repeat of the policies enacted by Trump in his first term (which...
Brief note post US election highlighting how global fiscal profligacy would eventually impact asset prices. Research that demonstrates...
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