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
On Friday night, the Australian Government published the budget results for November and December (for some reason we cannot get
Macrobusiness reports that Shell is giving the go-slow to Australian LNG projects.
The January update to the IMF’s October World Economic Outlook is actually a downgrade. The cut is a modest 10bps
I have been fairly strident about the need for lower rates — ignoring some of the commentators that are generally
The hoo-ha about child labour in the manufacture of Sherrin AFL footballs strikes me as massively wrong-headed. The girl in
In the September bulletin, the RBA included an article on the use and abuse of the ABS’s Capex intentions survey.
The long term employment data tells a chilling tale of a decade already lost in the USA. There is a
The August non-farm payrolls report was a little weaker than expected (96k v. mkt 130k). This was a decent outcome,
I am generally a proponent of the Unemployment Rate Only approach to the labour market report … however allow me
Mark the graph has a very nice collection of charts on the tax take from the Q2 national accounts. By