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*Impeachment enquiry increases political uncertainty *Asian indices slump on weak risk sentiment *Afterpay surges 13% on GS re-rating
ThinkMarkets 25/09/2019
*JPY falls overnight on Trump developments *Kuroda's comments tilt dovish *USDJPY support levels to watch
*Can RBA now hold in October? *Lowe's speech was more balanced than expected *ASX 200 sell-off driven by crude oil
ThinkMarkets 24/09/2019
*Boris Johnson stepped over his limit, Supreme court delivered a decree against him *Trade optimism continued to provide some support for the positive sentiment * U...
*Boris Johnson suffered his biggest defeat today *Parliament could be re-convening *Opposition leaders are likely to take the no-deal Brexit off the table
*Decision due to 10.30 AM *Expect another suspension if Boris wins today *General election next course of action *Sterling bulls need to push the GBP-USD back...
*Kuroda's speech much of the same though still dovish *China waivers for some soybean tariffs draws negligible reaction *G10 FX stayed tight; Equities were broadly positive
*Expect cash rate on hold at 1.00% *NZ economy ticking near full potential *Markets to react to forward guidance
*BoJ Kuroda on the cards *Will Lowe all but confirm Oct rate cut? *PMI malaise to weigh on Asia
ThinkMarkets 23/09/2019
*Competitors are on the rise with Thomas's Cook's bankruptcy *Creditors feel the pain