Chief economist update: Weaker yen strengthening Japan
BENJAMIN ONG  |  THURSDAY, 28 NOV 2019
Apart from underwriting improved growth in the Japanese economy, the yen's depreciation should help in the Bank of Japan's efforts to bring inflation up to its 2% target.
Chief economist update: As low as Lowe will go
BENJAMIN ONG  |  WEDNESDAY, 27 NOV 2019
The RBA's growth and inflation forecasts and the Taylor Rule calls for just one more rate cut next year.
Chief economist update: Let's talk about debt
BENJAMIN ONG  |  TUESDAY, 26 NOV 2019
In trying to look "fiscally responsible", the Morrison government is encouraging households to borrow and spend to boost economic activity and growth. After all, interest rates are at record lows.
Chief economist update: US consumer power
BENJAMIN ONG  |  MONDAY, 25 NOV 2019
The US-China trade deal/no trade deal seesaw continues to drive the markets' daily ups and downs. But behind the day-to-day swings is the rise and rise on Wall Street - to new record highs.
Chief economist update: Cloudy 2020 vision for OECD
BENJAMIN ONG  |  FRIDAY, 22 NOV 2019
The OECD's warning on "trade policy uncertainty" comes at a time when the expected de-escalation of the Sino-US trade friction appears to have a hit a stumbling block.
Chief economist update: Reversal of fortune
BENJAMIN ONG  |  WEDNESDAY, 20 NOV 2019
Is the RBA correct in waiting for the lagged effects of monetary policy to filter into general economic activity?
Chief economist update: The PBOC stimulates
BENJAMIN ONG  |  TUESDAY, 19 NOV 2019
Faced with slowing growth and above target inflation, what's a central bank to do? In the case of the People's Bank of China, it's going for growth.
The AUD is key
BENJAMIN ONG  |  MONDAY, 18 NOV 2019
The Aussie dollar is key to how low Lowe goes.
Chief economist update: How low will Lowe go?
BENJAMIN ONG  |  FRIDAY, 15 NOV 2019
If financial markets were waiting for the Australian labour market report to raise the odds of another RBA rate reduction, they're too late. Now only one question remains.
Chief economist update: Lower iron ore a boon to the Aussie budget
BENJAMIN ONG  |  THURSDAY, 14 NOV 2019
In the case of iron ore prices, it's a tale of two markets this year - a bull market in the first half; a bear in the second. Whether it goes up, down or remains steady from here has a direct bearing on Australia
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