Don’t worry (much) about non-tradable CPI
One of the biggest traps in Australian economics over the past decade has been worrying about non-tradable inflation. I fell
Category: FX
Mitchell: lower AUD means RBA won’t cut
The AFR’s Alan Mitchell, who called the May cut as well as anyone, has a note out today saying that
RBA mins — about the AUD
Today’s RBA minutes strike me as a fairly easy document to approach. At their May meeting the RBA upset the
AU and NZ budgets (it’s the terms of trade!)
The proximate release of the Australian and New Zealand Budgets has prompted some comparisons between the two (see this odd
Mind the gap! (AUD FX edition)
The AUDUSD has fallen out of bed over the last week or so — making a fool of my bullish
Japanese capital begins to move (finally…)
I have been taking a modest interest in the monetary policy experiment that’s being conducted in Japan. Covering Japan during
Who’s winning the currency wars?
With the RBNZ yesterday confirming that they had intervened in the FX market to lower the value of the NZD,
