not so hawkish (Q1’14 RBA SOMP)
Finding what you expect is a common failing of human beings — however I doubt it is wishful thinking that’s
macro, politics, markets, ambivalence
Finding what you expect is a common failing of human beings — however I doubt it is wishful thinking that’s
There are some interesting stories in the October employment data. The macro news isn’t great, but the good(ish) news is that
These three charts summarise the state of the labour market — and the September employment report. The good news is
Last night’s four week US T-bill auction result was a little odd. The auction of US$30bn of four week paper
According to Gallop’s daily survey, US economic confidence has crashed as a result of the government shutdown. The FOMC decision
The monthly US PCE report is one of my favourite. US consumption is not just a bit part of the
The Federal Reserve’s decision NOT to announce a slowing of the pace of their asset purchases at their September meeting
This is the five year anniversary of the collapse of Lehman Brothers, and the steady stream of retrospectives has given
I have been of the view that the Fed would announce a tapering of their Treasury purchases at the upcoming
We’re now on the run into the September FOMC meeting. The key report will be this Friday’s non-farm payrolls report
Economists do not make good psychologists, so when i hear my colleagues talk about ‘confidence’ my skin crawls. If you
The market got the RBA statement wrong today — Australian interest rate futures sold off and the AUD rallied following