Good morning. The dollar is trading on a stronger footing ahead of a producer price report that could lend further support. Firmness in the components that feed into the Federal Reserve’s preferred inflation...

• Geopolitical jitters. US/Iran tensions dampen sentiment. Equities lower, oil firmer. Cyclical currencies like AUD & NZD weaken. AUD at ~2-month low.• Data pulse. US CPI confirmed an oil-driven acceleration...

Surprising no one, the Bank of Canada left its policy settings on hold this morning, while warning that it faces a ‘dilemma’ in responding to the risks bearing down on the economy. Higher energy...

Annual headline inflation hit a three-year high in the United States last month, but decelerated slightly on a monthly basis while a measure of underlying price pressures eased—averting a widely feared...

• Market wobbles. Renewed tensions in the Middle East dampen sentiment. Tech stocks slip back again. AUD still on the backfoot. AUD underperforms.• Macro news. AU consumer confidence falls further below...

Good morning. Financial markets are staging a muted recovery as the selloff in US technology stocks eases and tensions in the Middle East ratchet lower. Major indices are on course to extend yesterday’s...

• Market swings. Modest improvement in sentiment overnight after risk aversion on Friday. Markets bring forward US rate hike pricing. AUD near 2-month low.• US data. Better than expected US jobs report...

Of all the rituals of finance most ripe for disruption by artificial intelligence, few are as deserving as the quadrennial spectacle of sell-side World Cup analysis. Like clockwork, the world’s biggest...

Good morning. The dollar is trading near a two-month high, lifted by three forces pulling in the same direction: a blockbuster payrolls report that has triggered a hawkish reappraisal of the Federal Reserve’s...

US labour markets gained momentum in May, firming market expectations for a rate hike from the Federal Reserve by year end. According to the Bureau of Labor Statistics, 172,000 jobs were added in the month—representing...