Latest Episodes
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Central Bank Inflation Poker Fragments
While markets seem to be thinking about coordinated rate cuts next year, the truth is, economies are in very different positions, with New Zealand...
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Do We Have A FED Pivot Now Then?
Is a great monetary pivot near as central bankers engineer a once-unthinkable soft landing in the world’s largest economy. It seems, finally, and for...
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The Employment Numberwang Continues…
The unemployment rate rose by 0.1 percentage point to 3.9 per cent in November (seasonally adjusted), up from a revised 3.8 per cent in...
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The MYEFO Magic Pudding...
The Mid-Year Economic and Fiscal Outlook (MYEFO) update released on Wednesday estimates the Australian economy is expected to expand by a low 1.75% in...
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Playing Inflation Chicken With Wonky Monthly Data
You will recall that Australia’s October monthly CPI indicator from the Australian Bureau of Statistics came in below market expectations at 4.9%/yr (versus the...
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Disappointing US Inflation Data Will Keep The Fed Hawkish...
The last mile of the journey in getting inflation back into its box, is the hardest and most intractable. So while US inflation is...