Episodes
Monday Nov 06, 2023
Macro and FX: Weaker USD, China data, and RBA rate decision
Monday Nov 06, 2023
Monday Nov 06, 2023
In today's podcast we discuss the weaker USD on the back of the big risk-on move across markets last week, and whether the lower long-end US bond yields in fact cancel out a bit of Powell's remarks last week. We also discuss Bank of Japan and JPY, China data this week and the lack of growth revive, and finally tomorrow RBA rate decision, with Charu Chanana and Peter Garnry.
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