Comments from NAB:
- Up to a 40% chance the Reserve Bank of Australia cash rate goes below 2%
- The capex subindex points to moderate expansion in non mining
- "Confidence also fell across all industries except manufacturing and wholesale, suggesting common factors such as political and broader economic uncertainty may be at play ... perhaps the rate cut acted as a stark reminder of the significant headwinds facing the economy"
- "We still see another rate cut in coming months ... most likely May but the April meeting is live and data-dependent"


Dollar Slides as Softer US Inflation Dims Fed Rate Hike Expectations
South Korea Central Bank Set to Raise Interest Rates as Inflation Stays Elevated
China Q2 2026 GDP Misses Forecast as Weak Domestic Demand Offsets Export Strength
Goldman Sees Foreign Investors Driving India Stock Market Recovery
European Stocks Slip as Middle East Tensions and Hormuz Threat Rattle Markets
Dollar Holds Steady Ahead of U.S. CPI as Oil Surge, Middle East Tensions Keep Markets on Edge
China Home Prices Fall Again in June Despite Slower Pace of Decline
US-Iran Strikes Escalate as Strait of Hormuz Crisis Pushes Oil Prices Higher
Dollar Eases as Middle East Conflict, Fed Outlook and Japan Pension Policy Drive FX Markets
US Inflation Expected to Ease in June, but Fed Rate Hike Risks Persist Amid Middle East Tensions
Oil Prices Surge as U.S.-Iran Conflict Escalates and Strait of Hormuz Risks Grow
Gold Price Holds Near $4,000 as Middle East Tensions and Fed Rate Hike Bets Grow
Japanese Yen Holds Steady as Intervention Hopes Grow Ahead of U.S. CPI Data
BOJ May Raise Japan Growth Forecast While Keeping Focus on Inflation Risks
Asian Stocks Slide as Oil Surge, U.S.-Iran Tensions and Fed Rate Bets Weigh on Markets
Australia Consumer Sentiment Rises in July as Fuel Price Relief Lifts Confidence
Singapore GDP Grows 5.7% in Q2 2026 as AI-Driven Manufacturing Boosts Economy 



