AUD – Page 13 – ricardian ambivalence

The Feb Gross Flows data

[This is the third in a series looking at the February employment report: here are links back to the first

The April RBA decision was another pause at 3% (last move -25bps to 3% in Dec’12). This was well anticipated

Today’s April RBA meeting is not of much interest for the decision itself. Futures markets imply a 9% probability of

If you only know one thing about the labour market report, it is probably that the unemployment rate has been

I’ve been trying to find the time to write about that February jobs report. Trying, because this was an important

After a period of calm, Eurogeddon is back. The current form is a Cyprus headache. While it is a surprise

Q4’12 GDP came in bang on the median expectation of +0.6%q/q 93.1%y/y), however it was a little lower than the

The March RBA statement contained only a few tweaks, and in many ways it was notable for what the RBA

In retrospect, the peak in AUD buying for bond diversification was probably Q1’12: just about the time that it became

The March RBA meeting has the feel of a ‘dead rubber’, with only 3.5bps of easing priced (a 14% chance)

The capex report is one of the more complex reports that the ABS releases – and also one of the

We do have a firm idea about RBA capex expectations for 13-14 — from the Kent speech. They are expecting