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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Insights, 04 Jul 2024

Swimming Nude

Economic Update - June 2024

Tourist and alternative lifestyle mecca Byron Bay may be getting stripped of its nudist beach but it is the RBA that is getting embarrassed by larger than expected figures! Meanwhile, the EU has started cutting, the US remains on course for cuts, Japan ...

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