Thoughts – Insights

"The Day Today" - 9th May 2019

Trump tells a rally in Florida China “broke the deal” Bank of Japan Gov Kuroda says “confidence in the central bank’s policy is a big factor behind market trust in the country’s currency” Reserve Bank of New Zealand’s Gov Orr was in front . . . To read this article, please log in or sign…

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"The Day Today" - 8th May 2019

New Zealand rate cut due to slowing global growth, domestic growth, outlook for employment US/China trade worries roil Asian equity markets, the official news agency, Xinhua, said the US approach was “regrettable” China trade data shows . . . To read this article, please log in or sign up to one of our subscription packages….

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"The Day Today" - 7 May 2019

Japan stocks re-open after the big golden week holiday, -0.7%, wobbling after Trump Tariff tensions RBA leaves rates unchanged, but revised down their inflation and growth forecasts. RBA: Focus of their Statement was unemployment: the board “recognized that there was still spare capacity in the economy and that a further improvement in the labor market was likely…

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"The Day Today" - 3rd May 2019

US/China trade deal may be signed next week according to some reports, if so it will be well short of what Trump wanted (cybertheft, state subsidies, etc) Yuan and yen currency reserves “may be one enhancement option” instead of relying on the $ so much, say finance ministers and central bankers from the

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