ANZ provides a market update highlighting a hawkish shift in the Fed's rate outlook and geopolitical risks impacting energy markets. The report also previews a busy week of Australian economic data.
Key Takeaways
- 1.ANZ expects the Fed to remain on hold until Q2 2027 due to a hardened reaction function prioritising inflation targets.
- 2.Geopolitical tensions regarding the Strait of Hormuz and Iran continue to create volatility in energy markets.
Table of Contents
- Highlights
- Today (AEST)
- Global markets overview
- Data/event pulse
- Key themes and views
- Commodities
- Important Notice
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Madeline DunkBrian MartinDaniel Hynes
Securities
WTI Crude Oil
Themes
Energy Supply ChainsFed Policy OutlookGeopolitics - Middle East
Regions
Asia PacificMiddle EastEuropeUnited StatesAustraliaIran