The RBA’s Inflation focus could move the AUD In the last Reserve Bank of Australia meeting (RBA) the RBA paused interest rates. However, they still signalled more interest rate hikes could be to come. What was the main concern that meant the RBA signalled there could be more hikes to come?

That’s what markets want to know. Is the expected 25 bps rate hike on Wednesday the last hike in the current cycle from the Federal Reserve? Ever since the last weaker US CPI print on July 12 market’s have been turning more positive on risk in anticipation of an eventual turning

Gold and silver both enjoyed a surge higher on the weak US CPI print from last Wednesday on July 12th as could be anticipated. The headline came in below expectations at 3%, but the core came in below the market’s minimum expectations at 4.8%. So, falling inflation data was the reason

Mark your calendars for Wednesday, July 19! At 07:00 UK time, as market’s may well witness a significant event that could have a notable impact on the GBP; the release of the UK inflation data. Investors, analysts, and traders will be eagerly awaiting this report to gauge the country’s progress in

Just under three quarters of all US economic activity comes from consumer spending. US retails sales data contains evidence of around one third of that activity. So, this print can give a big hint at the overall state of the economy. However, the report does have a weakness in that it

The US CPI print on Wednesday at 1330UK time sits in a light calendar week for US data. The CPI print is likely to draw significant attention tomorrow to see how the US is doing in their fight against inflation. Headline inflation expected to fall again. Over the last year headline

To start the year analysts were optimistic about oil prices. China’s recovery from Covid was expected to boost demand, supply was expected to tighten in the second half of the year, and when Russia sent troops into Ukraine the sanctions imposed on them was expected to further reduce oil supply. However,

On Wednesday July 12th the RBNZ meet at 0300am UK time. In the last RBNZ meeting at the end of May the bank signalled that they have finished hiking interest rates. The RBNZ see inflation returning to 2% by the end of 2025 and this helped fuel a move higher in

Labour data is viewed through an inflationary/deflationary lens right now. Although the Fed wants to ensure ‘maximum employment’, right now a labour market miss will be welcomed by the Fed as an inflationary fight win. The basic relationship between employment and inflation is explained via the Phillip’s curve below: When employment