澳洲央行會議前瞻：保持貨幣政策不變，但回到鷹派基調（繁）

澳洲央行会议前瞻：保持货币政策不变，但回到鹰派基调（简）

Play it like the Fed

The US news flow continues to be a major factor. This was evidenced by the sharp correction in the markets and how they are pricing in all central banks’ actions following the publication of a higher-than-expected core PCE for Q1. Meanwhile, financial conditions are tightening: real interest rates are higher, GDP is slowing and equity indices are correcting. At this rate, it would not be surprising to see some Fed members raise the subject again. In the meantime, we will have the March PCE in the United States (which will be high) and above all the European inflation figures early next week. E...