It’s a slow start to the trading week with a day light on data, but the FOMC meeting on Thursday wil be one of the highlights. Phil Dobbie asks NAB’s David de Garis whether we can expect much movement in the Fed’s forecasts and dot points. They also discuss the Bank of Japan’s policy approach, US manufacturing numbers, the timetable for a US China trade deal and, yes, you guessed it, more on Brexit.
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Surveillance Reform: The Devil’s in the Detail
A blanket approach offering rich metadata to any law enforcement agency that wants it is probably not the best way forward. There needs to be a clearer definition of the various types of metadata, some of which should require a warrant to access.
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Markets Lacklustre, Unsurprising FOMC minutes
Very quiet markets overnight. NAB’s Gavin Friend considers that there might be a little rebalancing, with the realisation that, although Europe might be slower than the US to recover it will only be a matter of months. The destination will be the same.
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Are markets running scared?
Financial markets are concerned that the Fed might push rates higher than anticipated, says NAB’s Tapas Strickland, along with the fear that they will knowingly drive the US (and others) into recession in the process.
