News, 11 Feb 2025

The Calm before the Storm

Economic Update - Janurary 2025

January felt unusual. While the usual ream of data hit the Bloomberg terminals during the month, many people’s attention turned to a little old party in good ol’ Washington, DC. After his inauguration parade, President Trump sat on stage and ...

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News, 01 Oct 2024

No alarms and no surprises, please

Economic Update - September 2024

Even when central bankers are surprised, they do so conservatively. Jerome Powell cut rates 50 bps but then did his best to allay any concerns that the US economy is secretly worse than it seems. Meanwhile, in Oz, the RBA remains alert but not alar ...

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Insights, 04 Jun 2024

Yielding to reality

Economic Update - May 2024

US consumers seem more Garfield than Furiosa at the moment with some good news on the inflation and consumer confidence fronts in May. Inflation may not be so sticky in the US after all? The Fed Reserve is however still talking tough. Inflation is still ...

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