Trump talk continues
• Trump talk. More comments from US President Trump overnight, but market reaction was relatively muted. Equities rose, while oil & the USD eased.• AUD & NZD. The USD pull-back is supporting AUD & NZD. Both are near the top of their respective 1-month ranges. AU CPI due next week.• BoJ hike? BoJ meets today. Another hike expected. We think the BoJ is ‘behind the curve’. Higher rates can help the JPY lift over the medium-term. Global Trends As has been the case the past few days comments by US President Trump in a virtual appearance at the World Economic...