All was looking likely for a cut on the 4th February but our Labour force data just looked a bit too strong. Read our take in the Weekly that we just posted under Market Updates.

With great news and great data, the ASX 200 and the S&P 500 are already ahead of consensus  forecasts (but not ours!) Read our take in our Weekly that we just posted under the market updates tab

The nonfarm payrolls data were a bit weak but not enough to worry us. Read our analysis in the Weekly that we just posted under the Market Updates tab

We posted our new forecasts with discussion in our Weekly under the Market Updates tab

A quiet week on the markets but a great year behind us. Read our take in the Weekly we just posted

All aboard Santa's sleigh. Read our take on where we are at in the Weekly that we just posted.

Stunning election results in the UK. Phase I US-China trade deal signed. Aussie house prices rebound. And the Fed plans to be on hold through 2020 after a no change December. Read our take in the Weekly we just posted under Market Updates.

There's a lot going on - but largely positive for markets. Read our take in the Weekly we just posted under the Market Updates tab.

Read our take on how we are reading the markets in the Weekly that we just posted under Market Updates

Not much happened last week on the macro front but Westpac took a big hit due to AML breaches. Read our take in our Weekly that we just posted