2019: More thematic instability
Comment of the Day

December 07 2018

Commentary by Eoin Treacy

2019: More thematic instability

Thanks to a subscriber for this currency focused report from ANZ which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

Australia and New Zealand are in an awkward bind. The deteriorating relationship between one of their biggest allies and the buyer of a large proportion of their exports is weighing on sentiment. The one redeeming quality is China doesn’t have a ready supply of iron-ore, coking coal or natural gas that is in such close proximity but it’s slowing economy is shifting perceptions of demand growth.

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