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Australia and NZ weekly 22 April 2024
Friday edition: analysis and forecasts for this week's key releases.
By
Luci Ellis
,
Andrew Hanlan
,
Matthew Hassan
&
,
Elliot Clarke
,
Justin Smirk
,
Ryan Wells
,
Illiana Jain
,
Kelly Eckhold
,
Satish Ranchhod
,
Darren Gibbs
&
Michael Gordon
April 19 2024
-
Cliff Notes: seeking clarity on labour market conditions
Key insights from the week that was.
By
Elliot Clarke
,
Ryan Wells
&
Illiana Jain
April 19 2024
-
Strategy Views on a Page
A summary of Westpac Strategy Group's key market views
April 19 2024
-
A lack of shock and awe
The United States is an outlier among advanced economies, so how much signal should policymakers elsewhere take from recent upside surprises on US inflation? Less than some people seem to think.
-
Markets Daily
The US dollar and bond yields rose amid hawkish Fedspeak and some solid US economic data. Equities fell slightly.
April 19 2024
-
Around the Grounds
Today's note includes comments on Santos, BHP, Transurban and VW.
-
FinanceAM
The US dollar and bond yields rose amid hawkish Fedspeak and some solid US economic data. Equities fell slightly.
- NZ Weekly Economic Insight 19 April 2024
A two-minute round-up on the New Zealand economy and markets from Chief Economist Kelly Eckhold.
-
What's Priced In
Monetary Policy Watch
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ForeX Focus
The US calendars are devoid of any key data until advance Q1 GDP 25 April, potentially constraining US yields until then. Into next week's BoJ meeting, it won’t be lost on market participants that Ueda has been sounding more confident that inflation is moving more sustainably towards target, which can stabilise JPY temporarily. The strong USD is meeting objections from a growing number of policymakers in Asia. At most this all adds up to USD consolidation near term. A sub-consensus Q1 Aus CPI 24 April could ignite talk that the RBA can ease ahead of the Fed.
By
Richard Franulovich
,
Imre Speizer
,
Robert Rennie
&
&
Tim Riddell
April 18 2024
20
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