Market Insights

Market Drivers

Risk assets were mostly stronger in March although with greater volatility later in the month amid growing doubts about the ability of President Trump to deliver his promised fiscal expansion as well as amid shifting views about the US Federal Reserve’s rate hiking... Read more...

Economic Roundup

Global economic growth continued to broaden through March with most key regions of the world showing signs of stronger economic growth. While doubts are starting to arise about whether the US Trump Administration will be able to generate its planned fiscal spending in... Read more...

In Search of Normal

What are normal interest rates that many central banks may aim to achieve over the next year or two now that global economic growth is reasonably well entrenched and needs no special support from super-low interest rates? Is this even a relevant question given that... Read more...

Tightening Squeeze

Interest rates are drifting higher led by economic developments in the United States and China. In Australia too, bank lending interest rates have started to move up and may continue to do so, even though there are no signs of untoward lift in inflation or a lift in... Read more...