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David Llewellyn-Smith
Australian dollar sucked into Chinese debt-deflation By David Llewellyn-Smith - Sep 19, 2023

Morgan Stanley (NYSE:MS) today notes the risks to Australian trade in the China crash. The slowdown in China’s medium-term growth will spill over to the rest of the world via four channels:...

Alfonso Peccatiello
4 Key Macro Charts to Understand the Global Economy Right Now By Alfonso Peccatiello - Sep 18, 2023

The ECB hiked interest rates to 4% and I think they made a policy mistake.Lagarde keeps throwing fuel on the fire as the European economy is already feeling the tightening much harder and faster than...

David Bassanese
Fed fun and games By David Bassanese - Sep 18, 2023

Global markets Global equities consolidated last week despite a slightly higher-than-expected US core CPI and a further gain in bond yields. The ongoing rise in oil prices is emerging as a new market...

David Llewellyn-Smith
Australian dollar 40 cents when? By David Llewellyn-Smith - Sep 18, 2023 3

Friday night saw more strong DXY price action as it held all the gains: AUD tried and failed again: The AUD short came in a bit: CNY is pancaked: The machines are buying oil: Dirt not so...

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