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12 Nov 2024

12 Nov 2024

Trump trade kicking into gear

• Trump trade. Post US election repricing continues. US yields rose. Widening yield spreads are pushing up the USD. AUD on the backfoot.• US data. Trump policy agenda is USD supportive. Data wise, US CPI due tonight. Sticky core inflation could add to the USD’s upswing.• Local news. Consumer sentiment improved. Business conditions holding up. Q3 wages due today. Monthly jobs report out tomorrow. The post US-election repricing in markets extended overnight with participants continuing to factor in what the Trump policy mix of trade-tariffs, greater fiscal spending, and steps to curb US immigration will mean for the outlook. Reports...

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12 Nov 2024

Trump Trade Recovers, Pushes Dollar Higher

The almighty greenback is trading near a four-month high against its major rivals as market participants double down on the ‘Trump trade’ ahead of January’s inauguration date. With Republicans expected to cement control over both houses of Congress in the days ahead and early cabinet appointments exhibiting clear signs of a hawkish bent, the president-elect is positioned to implement an uncompromising policy agenda focused on lowering taxes, cutting immigration, rolling back the regulatory state, and raising tariffs against a broad range of trading partners – a mix that could raise inflation expectations and widen rate differentials in the dollar’s favour....

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