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Preview: RBNZ Monetary Policy Statement

Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
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Weekly FX summary – 5 August 2024

quo on Wednesday. Mexico and India to stand pat on Thursday. China trade data on Wednesday and CPI on Friday.
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All eyes on equities as we head into data doldrums

The Australian dollar is like an itch I can’t stop scratching. In the first few months of this year, it suffered from a steady downward revision in growth forecasts relative to the US, but in recent
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Robust headline growth with underlying weakness

Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator
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How Market Moves Could Affect the Economy and the Fed

Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions
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The Pocket Chartroom November 1999 Prospects for a Soft Landing: Hoping for the Best

This Month’s OverviewMain Points 1
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Earnings-day volatility at 14-year highs

We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18
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Eye on Freight: Tracking Trucker Employment

Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
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Industrial Production Declined Further in June

Bottom Line: Industrial production contracted 20.2% yoy in June weaker than the15.0% decline in May. On a sequential basis, industrial production declined 1.5%
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
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