Thomas Mathews is a Senior Markets Economist focusing on bonds and equities as part of our Global Markets Service. Prior to joining Capital Economics in 2020 he worked at the Reserve Bank of Australia, in both financial markets and economics departments. Thomas holds a Master’s degree in economics from the London School of Economics, and undergraduate qualifications in economics, mathematics and philosophy.
Asia Drop-In: The BOJ stands alone, China’s missing stimulus and more
25th January 2024, 8:00AM GMT
Even as we expect the Bank of Japan to tighten in the coming months, other regional central banks are sounding increasingly dovish. What should investors expect from 2024’s policy decisions and how...
Global Markets Update
We don’t expect China’s markets to stay under pressure for long
We project decent near-term gains in China’s equities, think long-dated CGB yields will finish the year around their current levels, and expect the renminbi to rally against the US dollar. In view of...
· 4 mins read
ANZ Drop-In: Australia Q4 CPI and the case for an early RBA cut
31st January 2024, 3:00AM GMT
There’s a popular view that the RBA won’t start cutting interest rates until later in the second half of this year. We think Australia’s Q4 CPI release on 31 st January will help build the case for...