How much Capex?
Today is the keenly awaited Q4’12 Capex report. The prior report showed an ongoing increase in current activity but signalled
macro, politics, markets, ambivalence
Today is the keenly awaited Q4’12 Capex report. The prior report showed an ongoing increase in current activity but signalled
I have a bit of a love/hate relationship with consumer confidence surveys. Broadly speaking, they typically don’t tell us anything
As is often the case for the post SOMP minutes, the February RBA meeting minutes offer little that is new
On Friday night, the Australian Government published the budget results for November and December (for some reason we cannot get
The RBA’s Q1 SOMP is an odd document. It is odd for two reasons: it breaks my policy rule of
I don’t think much of the retail trade report (and nor does the RBA) — however the December report has
Macrobusiness has a note that is a nice counterweight to Chris Joye’s McKibbin note earlier this week. The ANU’s other
As was widely expected, the RBA held their target for the overnight cash rate steady at 3% today. It appears
Macrobusiness reports that Shell is giving the go-slow to Australian LNG projects.
McCrann thinks so: THE Reserve Bank will more than probably leave its official interest rate unchanged at its first meeting
There’s currently a wide variety of RBA views in the Bloomberg survey — the widest i’ve seen in some time.
The Herald Sun’s Terry McCrann sees scope for easing given the low inflation outcome. THE CPI inflation data has opened