The Day Today

"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.

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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,

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"The Day Today" - 2nd May 2019

  • Fed FOMC not as dovish as was expected with Powell seeming to look past weakish inflation
  • UK housing data strong, NHBC reported new homes up 3% on same period last year
  • Conservative/Labour talks on a customs union remain divided
  • Following Gavin Williamson’s sacking from the cabinet some call for a him to be prosecuted over Huawei leak
  • BoC Governor,

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