JPMorgan's Fitzsimmons Sees RBA Cutting Rates Into 2018

The transcript discusses the Reserve Bank of Australia's (RBA) potential actions and their impact on the Aussie dollar, highlighting financial stability and housing market cooling. It addresses challenges faced by the RBA, including consumer risks from higher mortgage rates and electricity prices. The discussion shifts to emerging Asia, noting positive market flows and potential currency appreciation, with a focus on Taiwan's tech cycle.

What is the primary focus of the RBA as discussed in the first section?

• Increasing interest rates

• Financial stability

• Boosting exports

• Reducing inflation

According to JP Morgan, what is the expected terminal rate for the RBA?

• 1%

• 2%

• 0.5%

• 1.5%

What are the two main factors contributing to consumer risks in Australia?

• Low consumer confidence and high taxes

• High unemployment and low wages

• Rising fuel costs and declining exports

• High mortgage rates and increased electricity prices

What is the general sentiment towards Emerging Asia's markets?

• Negative due to political instability

• Pessimistic due to high inflation

• Neutral with no significant changes

• Constructive with positive momentum

Which country's tech cycle is expected to be strong according to the third section?

• India

• South Korea

• Taiwan

• Japan