Articles by Kyle Rodda
Market focus turns to U.S. PCE Index: Will inflation surprise again?
The latest US PCE Index data could determine whether the US Federal Reserve cuts rates in July
12:24, 26 June 2025
Bank of Japan Preview: Balancing Act in the Bond Market
The Bank of Japan is expected to keep rates unchanged with focus on its bond purchasing programme
12:12, 16 June 2025
Geopolitics and trade headwinds reignite market volatility
Risk-off sentiment returns to markets as tensions in the Middle East escalate, equities drop, oil surges, and gold attracts safe haven flows
08:32, 16 June 2025
Markets hold steady as resilient data and trade developments shape outlook
US inflation data and US-China trade talks in focus as markets recover from the Trump-Musk fallout
14:04, 9 June 2025
US Inflation in focus: will CPI provide further relief?
US inflation is expected to have risen slightly in May but the data could be distorted by tariffs
09:50, 9 June 2025
Magnificent Seven Earnings Review
The Q1 2025 earnings season for the Magnificent Seven—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta Platforms, and Tesla—revealed a shared strategic emphasis on artificial intelligence, infrastructure investment, supply chain resilience, and capital discipline.
09:14, 3 June 2025
Market caution builds as risk appetite ebbs ahead of key central bank decisions
Markets wrapped up May on a cautious note, with risk appetite faltering as volatility returned to equities and a heavy macro calendar looms.
13:24, 2 June 2025
Non-Farm Payrolls Preview: Tariffs, trade tensions, and a resilient labour market
As we enter a pivotal week for US macroeconomic data, all eyes turn to Friday’s release of the May Non-Farm Payrolls (NFP) report.
13:09, 2 June 2025
Oil Analysis: supply strategy overshadows price recovery
Oil price bounces back on Monday despite OPEC+ announcing supply increase
09:18, 2 June 2025
RBA expected to cut rates to 3.85% as inflation trends lower and downside risks increase
Markets are increasingly confident that the Reserve Bank of Australia (RBA) will cut interest rates at its 20 May policy meeting, with cash rates futures pricing as of May 19th suggesting a 96% chance of a 25 basis point reduction.
13:31, 19 May 2025
