Fed's pause becomes the ECB's problem
BENJAMIN ONG  |  FRIDAY, 11 JAN 2019
Needless to say, the continued appreciation of the euro vis-a-vis Uncle Sam's currency would exacerbate the negative momentum with regards to the region's growth and inflation prospects.
Fed steady with a slight chance of a rate cut
BENJAMIN ONG  |  THURSDAY, 10 JAN 2019
Fed funds futures trading show that US interest rates would remain unchanged through to the end of 2019 - with a small chance that the Fed could CUT rates by 25 bps this year or the next.
Why the RBA has reason to cut rates in 2019
BENJAMIN ONG  |  WEDNESDAY, 9 JAN 2019
Our resident chief economist explains why the continued drop in property prices could force the RBA to defy consensus and cut rates.
Chief economist update: Another year over, a new one begins
BENJAMIN ONG  |  MONDAY, 7 JAN 2019
You, I and Irene certainly need well-wishes aplenty if 2019 turns out to be anything like 2018 - where all major world equity markets produced negative returns and are at correction levels.
Chief economist update: Fed fail
BENJAMIN ONG  |  THURSDAY, 20 DEC 2018
The US Federal Reserve disappointed expectations for only a single rate hike next year. Its dot plot shows two more in 2019 plus the continued shrinking of its balance sheet.
Final call for 2019 Chief Economists Forum
DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
There are five economic factors that will determine whether investors add more risk to emerging markets portfolios in 2019. It's also at a time when EM equity valuations are relatively cheap yet investor sentiment is dim.
Investors to move on property before election: BlackRock
HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
The world's largest asset manager can't see the bottom of Australia's housing downturn and it expects investors to be ahead of the game.
Chief economist update: The clown in the White House
BENJAMIN ONG  |  TUESDAY, 18 DEC 2018
It's hard not to agree with US President Donald Trump's latest tweet.
Chief economist update: Is there a bear in there?
BENJAMIN ONG  |  MONDAY, 17 DEC 2018
What is the definition of a bear market? Technically, it is a 20% drop from its peak.
Chief economist update: ECB bids farewell to QE
BENJAMIN ONG  |  FRIDAY, 14 DEC 2018
The European Central Bank reneging on its forward guidance to end its asset purchase program would only confirm financial markets' concern over the increasing momentum of the region's economic slowdown.
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