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Strategy Views on a Page
A summary of Westpac Strategy Group's key market views
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Timing and tactics
Nothing the RBA will learn in the next five weeks makes it worth waiting until the August meeting to cut the cash rate. Beyond the next move, things are less clear-cut and – as for other economies – increasingly driven by domestic considerations not global common shocks.
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AUD Rates Morning Chartpacks - 4 July 2025
Morning ACGB, Semi, SSA relative value chartpacks.
July 04 2025
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Around the Grounds
Today’s note includes comments on HSBC, VW, Fleetpartners and MoneyMe.
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FinanceAM
Stronger than expected US payrolls data caused bond yields to jump, lifting the US dollar, and the S&P500 rose 0.8% to a fresh record high. The US fiscal bill was passed.
- NZ Weekly Economic Insight 4 July 2025
A two-minute video update on the New Zealand economy and markets from Chief Economist Kelly Eckhold.
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PNG July Update
The July PNG Economic Update reviews the overall economic situation in Papua New Guinea, the state of the local financial markets and how global events could impact on local businesses.
-
ForeX Focus
Weekly FX strategy thoughts on AUD, NZD and crosses.
July 03 2025
20
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