Following last week’s Q1 National Accounts, I cheekily suggested that the domestic economy was in recession. Many of my peers
Last week’s capex report was both keenly anticipated and the source of much confusion. It was keenly anticipated, as it’s
After a period of calm, Eurogeddon is back. The current form is a Cyprus headache. While it is a surprise
The March RBA statement contained only a few tweaks, and in many ways it was notable for what the RBA
The March RBA meeting has the feel of a ‘dead rubber’, with only 3.5bps of easing priced (a 14% chance)
Prior to the RBA’s July meeting, my hunch was that the RBA would drop back to a weak easing bias.