Tuesday 18th July

After a boost on the back of poor US retail sales and inflation figures on Friday, the Aussie dollar has fallen back a little. Phil Dobbie asks NAB’s David de Garis whether that means it’s gone as far as it can for now, given the support you’d expect from strong Chinese data and a healthy rise in iron ore prices. We also ask just how important those inflation figures were for the Fed? With time to sleep on it, what’s the expectation of a rate hike before the end of the year. And we look at continued confusion in the UK ahead of CPI figures tonight.