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    China Watch

    Chinese Data Surprised to Downside in July. Tariff Delay Won’t Help Arrest Slowdown

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    Fundamental Analysis

    Reprieve: Roughly 60% of New Tariffs Delayed

    Wells Fargo Securities Wells Fargo Securities -
    Special Topics

    Political Turmoil In Italy Signals Further Widening Yield Spread

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    Fundamental Analysis

    Down Under For Longer

    Wells Fargo Securities Wells Fargo Securities -
    Fundamental Analysis

    RBA Statement on Monetary Policy Sees Deterioration in Outlook

    Westpac Banking Corporation Westpac Banking Corporation -
    Fundamental Analysis

    As the Trade War Fires Up, What’s Next for Markets?

    XM.com XM.com -
    Fundamental Analysis

    US-China Trade: Three Trade War Scenarios – ‘No Deal’ Now Our Baseline

    Danske Bank Danske Bank -
    Fundamental Analysis

    RBNZ: Review Of The August 2019 Monetary Policy Statement

    Westpac Banking Corporation Westpac Banking Corporation -
    Central Bank Views

    RBNZ Cut Policy Rate by -50 bps, Hinting Negative Interest Rate

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    Fundamental Analysis

    RBA Remains on Hold in August; Revised Inflation and Unemployment Forecasts Point to Further Cuts

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    Special Topics

    US’ Designation of China as Currency Manipulator Makes it Harder to Reach Trade Deal

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    FX Strategy: USD/CNY Breaks 7 But Devaluation is Not On the Cards

    Danske Bank Danske Bank -
    Fundamental Analysis

    FOMC to Cut to 1.375% by December 2019 as Trade War Escalates

    Westpac Banking Corporation Westpac Banking Corporation -
    Fundamental Analysis

    FOMC Cuts Rates 25 Bps, But Two Members Dissent

    Wells Fargo Securities Wells Fargo Securities -
    Central Bank Views

    FOMC Review – Market Disappointed as Powell Described Rate Cut as “Mid-Cycle Adjustment”

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    Fundamental Analysis

    Was the Fed’s Rate Hike in December a “Policy Mistake”?

    Wells Fargo Securities Wells Fargo Securities -
    Fundamental Analysis

    Brexit Monitor: There is Always a But

    Danske Bank Danske Bank -
    Special Topics

    Japan- Korea Trade Tensions – Removal of Preferential Treatment to Korea Signals Trade Tension Should Escalate

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    Fundamental Analysis

    ECB: Right Back Where We Started From

    Wells Fargo Securities Wells Fargo Securities -
    Central Bank Views

    ECB Review – Hinting Easing Without Giving Details

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    Fundamental Analysis

    ECB Review: The Grande Finale is Scheduled for 12 September

    Danske Bank Danske Bank -
    Fundamental Analysis

    RBNZ: OCR Limbo… How LowCan It Go?

    Westpac Banking Corporation Westpac Banking Corporation -
    Special Topics

    Brexit Update – New PM, Old Challenge

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    Fundamental Analysis

    RBA to Cut Cash Rate to 0.75% in October & to 0.50% in February

    Westpac Banking Corporation Westpac Banking Corporation -
    Fundamental Analysis

    A Flashlight for the FOMC Blackout Period

    Wells Fargo Securities Wells Fargo Securities -
    Fundamental Analysis

    RBA’s Big Challenge with Unemployment

    Westpac Banking Corporation Westpac Banking Corporation -
    Fundamental Analysis

    Slow Growth, Low Inflation: What’s the ECB to Do?

    Wells Fargo Securities Wells Fargo Securities -
    Fundamental Analysis

    What’s Next for Sterling as Britain Flirts with a No-Deal Brexit?

    XM.com XM.com -
    Central Bank Views

    RBA’s July Minutes – Cutting Rate to Weaken Aussie and Lower Unemployment Rate

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    Fundamental Analysis

    RBA Board Minutes Signal a Pause in the Easing Cycle

    Westpac Banking Corporation Westpac Banking Corporation -
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