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Showing 11 - 20 of 56 results for "ERG"

Chief economist update: Where sentiment goes, there too is spending

BENJAMIN ONG  |  MONDAY, 18 FEB 2019
The University of Michigan's latest update on consumer confidence indicates that there's hope still for household spending. Recall the reported big drop in US retail spending (down 1.2% in the month of December) that I penned is consistent with ...

Chief economist update: A pretty portrait of an emerging market

BENJAMIN ONG  |  MONDAY, 11 FEB 2019
Citing Sean Taylor - DWS chief investment officer for Asia Pacific and head of emerging market equities - Financial Standard editor, Darren Snyder, penned a report titled, "Asia, emerging markets to lead in 2019" last week. "Speaking at the Financial ...

Chief economist update: Anatomy of an RBA rate cut

BENJAMIN ONG  |  WEDNESDAY, 30 JAN 2019
I've got chills, they're multiplying and I fear that the RBA is about to lose control. Apologies for sounding like doctor gloom lately but the list of stats indicating that the Australian central bank would be forced into a counter-offensive ...

Chief economist update: Oil slick

BENJAMIN ONG  |  WEDNESDAY, 7 NOV 2018
The last time we talked about oil, prices were surging and reaching for the skies. Crude oil price started to take off roundabout April this year after OPEC announced that its production cuts - starting on the 1 January 2017 and supposed to last for ...

Chief economist update: Still the lucky country?

BENJAMIN ONG  |  FRIDAY, 19 OCT 2018
Financial markets remain in a state of flux as investors' chills appear to be multiplying on growing concerns over: Wall Street's heightened volatility, Fed rate rises and the risk of a policy mistake, Trump's protectionist policy, China's ...

Chief economist update: That other Fed policy towards normalcy

BENJAMIN ONG  |  THURSDAY, 4 OCT 2018
Latest data updates indicate that the US economic juggernaut continues to power on. The ISM non-manufacturing index shot up from 58.5 in August to a higher than expected 61.6 in September - its highest level on record. In addition, the ADP private sector ...

Chief economist update: Fed's on target, BOJ takes out target

BENJAMIN ONG  |  THURSDAY, 3 MAY 2018
The US Federal Reserve's 1-2 May FOMC meeting was both expected and a non-event - it kept the fed funds rate target at 1.5%-1.75% and more or less cut and pasted the FOMC Statement at its 20-21 March meeting. Well, maybe less, for May's statement was ...

LGIAsuper appoints chief executive

KANIKA SOOD  |  MONDAY, 16 APR 2018
LGIAsuper has ended a five-month search for a chief executive, appointing a former McKinsey & Company implementation leader. Kate Farrar takes on the role at LGIAsuper having been at McKinsey & Company for nearly two years. Before that, she was a managing ...

Trump-flation returns

BENJAMIN ONG  |  FRIDAY, 29 SEP 2017
Love him or loathe him, Donald Trump remains the stuff of headlines going into and since he won the 8 November 2016 US presidential election. Reports abound about Trump versus Kim, Trump versus NATO, Trump versus the NFL, Trump versus Alec Baldwin and ...

As clear as it gets

BENJAMIN ONG  |  WEDNESDAY, 27 SEP 2017
Seven in two. Seven Fed officials over the past two days have spoken, putting forward their individual rationales over the rationality or not of the Fed's ongoing path towards normalisation given the prevailing strong growth/labour market and below ...