News, 08 Nov 2024

Back in the USA

Economic Update - October 2024

While the world holds its collective breath for the outcome of the US election, the RBA finds itself stuck with sticky service inflation. What happened in Australia? The RBA just can’t win. While inflation has fallen from 3.8% in the June ...

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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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News, 02 Aug 2024

Rotation and spinning

Economic Update - July 2024

Continuing good inflation data in the US has sent markets into the “great rotation”. However, the Federal Reserve still needs a little more good news before it decides to cut. In Australia, the all-important June quarter CPI print was a mixe...

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News, 17 Jul 2024

Lets hear it for R-Star

Chart of the Month - July 2024

No, r-star doesn’t stand for “rock star”! Rather, it is the official cash rate that has a neutral impact on an economy: neither contractionary nor expansionary. It is critical for both central bankers and investors. R-star is the i...

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