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
macro, politics, markets, ambivalence
[This is the third in a series looking at the February employment report: here are links back to the first
Today’s April RBA meeting is not of much interest for the decision itself. Futures markets imply a 9% probability of
There have been many false dawns in the US recovery, but — at risk of calling the next one —
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
The February non farm payrolls report was better than most expected, with establishment employment estimated to grow by 236k jobs
Cochrane has posted his ‘hard debt’ WSJ op ed on his blog. The op-ed deals with three related questions: 1/
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
In retrospect, the peak in AUD buying for bond diversification was probably Q1’12: just about the time that it became
The January PCE report suggests that it remains way to early for the FOMC to be looking for the exit.
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