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macrobusiness.com.au
17 小时
RBA monkey to cut in Feb as Aussie inflation freefalls
Aussie inflation is beaten. The RBA should and likely will cut rates in February. Timely monthly core measures are in free ...
macrobusiness.com.au
17 小时
Australian dollar rocket rolls onto launch pad
DXY rallied back. AUD barely hanging on to COVID lows. CNY got nuthin’ from GDP lies. Oil is overbought. Gold is getting ...
macrobusiness.com.au
1 天
Victoria should reserve all gas for itself
The gas cartel breather is over. It’s back to gouging you to death with gas at $14.50Gj. Electricity prices are still up 150% ...
macrobusiness.com.au
1 天
Magnificent 8th, CBA, enters ludicrous bubble phase
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless earnings. Hilariously, on two-year forward ...
macrobusiness.com.au
1 天
Stocks caught in Trump crossfire
The Market Ear on the Trump cross-currents for equities. The 10 year US 10 year putting in the biggest down candle in a while ...
macrobusiness.com.au
1 天
Pilbara killer on schedule
Steel prices are continuing to show some life. Not so iron ore. CISA steel mill output for the first 10 days of January was ...
macrobusiness.com.au
1 天
More migrants equal more jobs but less money
ANZ has an interesting chart today. Without putting too fine a point on it, there is a correlation between population growth ...
macrobusiness.com.au
1 天
Immigration climbs down from Mount Everest
December’s Mid-Year Economic and Fiscal Update (MYEFO) upgraded Australia’s net overseas migration projection for 2024-25 ...
macrobusiness.com.au
1 天
Australian dollar dead cat fails to bounce
DXY is taking a well-earned breather. Australian dollar is threatening a bigger bounce. But the CNY concrete shoes will not ...
macrobusiness.com.au
1 天
Macro Morning
Wall Street failed to advance on its latest surge overnight mainly due to a fall in tech stocks, led by Apple while European ...
macrobusiness.com.au
2 天
Anthony Albanese drowns in wage lies
Last month’s Guardian’s Essential Poll said the Albanese government was doing a poor job “increasing wages and workers’ ...
macrobusiness.com.au
2 天
Chinese credit better but no cigar
December total social financing (TSF) flows and new RMB loans came in above market expectations. Total social financing (TSF flow, reported): RMB 2858bn in December, vs. Bloomberg consensus: RMB ...
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