Latest Episodes
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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...
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DFA Live Q&A HD Replay: Latest Household Financial Stress Modelling And Analysis
This is an edited version of my latest live discussion as I explore the latest from our surveys, with a focus on post code...