Chief economist update: No credit to the RBA
BENJAMIN ONG  |  MONDAY, 1 APR 2019
If the RBA's very own Financial Aggregates report doesn't convince the board to consider an interest rate cut very, very soon, by the time it does it may all be too little too late.
Chief economist update: The Fed should act now
BENJAMIN ONG  |  FRIDAY, 29 MAR 2019
Last night's US GDP growth downgrade to an annualised rate of 2.2% in the December quarter indicates the slowdown is gathering momentum.
Chief economist update: A question of when?
BENJAMIN ONG  |  THURSDAY, 28 MAR 2019
Before the yield curve goes deeper into negative territory and as proven many times throughout history - a recession is coming.
Chief economist update: Japan should raise taxes another day
BENJAMIN ONG  |  WEDNESDAY, 27 MAR 2019
In both 1997 and 2014 the Japanese economy was deemed strong enough to withstand an increase in tax on spending. On both occasions a recession ensued.
Chief economist update: Woe to the world
BENJAMIN ONG  |  MONDAY, 25 MAR 2019
Other central banks around the world can still save the day with their new policy changes.
Chief economist update: RBA repeats history
BENJAMIN ONG  |  FRIDAY, 22 MAR 2019
The lesson from 2011 is that the RBA's non-proactive response forced it to lower interest rates by more than it should, if only it paid attention to the slowing employment growth trend.
Chief economist update: Fed on ice
BENJAMIN ONG  |  THURSDAY, 21 MAR 2019
The Fed gave the markets what they expected - it kept rates at 2.25%-2.5%.
Chief economist update: BOJ decision announced and ignored
BENJAMIN ONG  |  WEDNESDAY, 20 MAR 2019
In case you failed to notice, the Bank of Japan (BOJ) concluded a two-day monetary policy meeting not long ago - 14-15 March. Don't worry, you haven't missed much (or anything).
Chief economist update: The AUD's resilience
BENJAMIN ONG  |  TUESDAY, 19 MAR 2019
Year to date, the AUD has appreciated by 0.9% versus the greenback.
Chief economist update: Be fearful when indicators show no fear
BENJAMIN ONG  |  MONDAY, 18 MAR 2019
In case you haven't noticed, the volatility ("fear") gauges of both the equity and bond markets have been coming down since the Fed announced its pause early this year.
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