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Carsten Brzeski ... (+10)
  • Carsten Brzeski
  • Chris Turner
  • Iris Pang
  • James Knightley
  • James Smith
  • Mark Cliffe
  • Padhraic Garvey
  • CFA
  • Raoul Leering
  • Rob Carnell
EUR 188.06

September Economic Update: Getting real on “no deal”

The real-world impact of the failure of politicians to agree on cross-border ‘deals' is becoming obvious. Financial markets don't like it, and investors are shifting into safe havens. With business confidence sagging, pressure is on for politicians to get deals done. Read more in our latest economic update

09/06/19 September 6, 2019 15 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 6 September 2019

The US data downplaying a recession risk and reports of the US and China returning to the negotiation table in October renew risk appetite.

09/06/19 September 6, 2019 12 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 5 September 2019

Markets seem happier. Equity futures are largely in the green today. Yet if this is a relief rally, it may prove all too short-lived

09/05/19 September 5, 2019 8 EN
Rob Carnell
  • Rob Carnell
PREMIUM

Australia: GDP grows 0.5% in 2Q

The prospect of further Reserve Bank of Australia (RBA) easing before the year-end is looking more remote after the economy grew 0.5% in the second quarter

09/04/19 September 4, 2019 3 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good Morning Asia - 3 September 2019

The uncertainty about the US-China trade continues to rule the markets, setting the month of September off with a risk-aversion.

09/03/19 September 3, 2019 7 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 2 September 2019

Ignoring the ongoing trade war saga, Brexit debacle and the weekend's clashes in HK SAR, today we turn our focus to the natural world, and what it can mean for financial markets.

09/02/19 September 2, 2019 8 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 30 August 2019

An olive branch from China, but this trade war is far from over. We don't think China is about to acquiesce without the US removing a lot of existing tariffs and holding off from new ones, and the US needs a big concession from China on IP and openness, or it too will appear weak.

08/30/19 August 30, 2019 7 EN
Rob Carnell
  • Rob Carnell
PREMIUM

Korean 2020 budget

South Korea's budget for 2020 includes an increase in government spending of 9.3%.

08/29/19 August 29, 2019 3 EN
Rob Carnell
  • Rob Carnell
EUR 94.03

Brexit - hoist on my own petard*

After my Day-ahead commentary yesterday suggested "literally nothing" occurring, the correct entry should have been "further political bafflement". I will insert that as a stock phrase for the time being

08/29/19 August 29, 2019 3 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 28 August 2019

The latest tit-for-tat-retaliation in the trade war may have given China new confidence that it has tools with which it can push back against the US - one of these is the CNY - we are revising our CNY forecasts upward.

08/28/19 August 28, 2019 6 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good mornING Asia - 27 August 2019

The G-7 meeting in Biarritz, France, has ended with little tangible progress. And following what seems like a relentless back and forth over the trade-war, markets simply look too worn out to follow the latest optimistic swing with any conviction.

08/27/19 August 27, 2019 5 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 26 August 2019

The trading week in Asia is likely to kick off with a significant risk-aversion as the US-China trade tensions move up a notch with both sides preparing for even higher import tariffs.

08/26/19 August 26, 2019 6 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 23 August 2019

After yesterday's 25bp rate cut from Indonesian central bank taking markets by surprise, there are only a couple of CPI releases from Asia to provide fare for data-hungry markets today.

08/23/19 August 23, 2019 21 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 22 August 2019

The last 24 hours have delivered lots of central bank minutes for markets to absorb - but the net result seems to be more easing coming across the world.

08/22/19 August 22, 2019 7 EN
Rob Carnell
  • Rob Carnell
PREMIUM

Financial Markets: Play your cards right

Higher? Lower? Nothing for a pair, not in this game. Forget Macroeconomics, what you need to work these markets is an advanced degree in Game-shows.

08/21/19 August 21, 2019 3 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good mornING Asia - 19 August 2019

The trade tensions will continue to decide the course for markets this week as they also look for policy hints at Jackson Hole symposium on Friday.

08/19/19 August 19, 2019 9 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 16 August 2019

Trade and recession worries continue to grip markets

08/16/19 August 16, 2019 10 EN
Rob Carnell
  • Rob Carnell
PREMIUM

Australian employment comes in strong

A 41K increase in employment in July - most of it full-time, does not really tally with thoughts of a near-term further easing from the RBA, or a much weaker AUD.

08/15/19 August 15, 2019 3 EN
Rob Carnell
  • Rob Carnell
PREMIUM

Tariff reprieve

Markets are responding with muted relief to the latest round in the trade saga - but nothing has really changed

08/14/19 August 14, 2019 3 EN
Iris Pang ... (+4)
  • Iris Pang
  • Nicky Mapa
  • Prakash Sakpal
  • Rob Carnell
EUR 94.03

Good MornING Asia - 8 August 2019

Asian central bank easing cycle has intensified with the Philippines BSP joining the race today, possibly cutting rates by more than the usual 25bp.

08/08/19 August 8, 2019 10 EN
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