AUD – Page 4 – ricardian ambivalence

The problem with Aussie Housing

The RBA just released their semi-annual Financial Stability Review (FSR). Predictability, the FSR plays down the risks from the maturity

It’s been ages since I blogged here — partly because the issues facing the Australian Economy haven’t changed much over

RBA Gov Lowe gave the ABE Dinner speech this year — a speech entitled ‘Some Evolving Questions’. The speech looks at

At first glance, the Q3’17 WPI print was a stable at 0.5%q/q (2.0%y/y) — however once you look at the

Say you were the Governor of an inflation targeting central bank and wanted to communicate to the world that you

RBA watcher James Glynn pushed the Aussie dollar and bond yields down on Friday with the explosive story RBA not

[is this thing still on?] It’s been a long time since I blogged, but today’s RBA statement has lit a

The RBA has set things up to resume the easing cycle that began in 2011 (I never believed in the whole ‘neutral’

Getting right to the point, my view is that the Feb 2014 jobs report is bunkum. The survey is not

The 0.8%q/q GDP print looked pretty good at the headline level, and the 2.75%y/y (v. RBA at 2.5%y/y) looked even

The Jan 2014 labour market report was BAD. The unemployment rate rose to 6% — exceeding the GFC peak —

Regardless of what you think of the institution, the IMF’s article IV consultation reports are useful as a source of