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macrobusiness.com.au
11 小时
Australian dollar 50s dead ahead
DXY is going to challenge the 2022 high. EUR is headed to parity. AUD took out its 2022 low, is taking out its GFC low, and ...
macrobusiness.com.au
1 天
Macro Afternoon
Asian stocks are lower across the board without a lead from Wall Street that was closed overnight and in response to some ...
macrobusiness.com.au
1 天
Is the Aussie consumer back?
Westpac says maybe. Retail sales posted another solid rise in November, up 0.8%mth. While annual growth is at 3.0%yr, nominal ...
macrobusiness.com.au
1 天
US jobs preview
Goldman with the note. We estimate nonfarm payrolls rose by 125k in December, below consensus of+165k and the three-month ...
macrobusiness.com.au
1 天
Fake Left delivers housing disaster to its base
If there is a more intellectually bankrupt political force in Australia than the Fake Left, I have yet to find it. On the one ...
macrobusiness.com.au
1 天
Chinese deflation deepens
Chinese inflation has turned into a game of Where’s Wally? See if you can find him in the CPI. There’s a little pulse in the ...
macrobusiness.com.au
1 天
Gas imports to deliver massive inflation shock
The gas import catastrophe begins this year. The chief executive of the country’s most advanced LNG import venture has ...
macrobusiness.com.au
1 天
$7 coffees trigger cafe collapse
The past 20 years have seen a proliferation of cafes around Australia. When I moved to the Melbourne suburb of Ashburton in ...
macrobusiness.com.au
1 天
Australian home buyers fall $300,000 short
CoreLogic’s head of research, Eliza Owen, published a report on Australia’s housing market, arguing that record low ...
macrobusiness.com.au
1 天
Australian dollar plunges into 61s
DXY is still poised for higher. AUD is now trading in the 61s. CNY was smashed by deflation. Gold is marking time. Oil has ...
macrobusiness.com.au
1 天
Macro Morning
Wall Street was closed for President Carter’s funeral with risk markets in a hold as we await tonight’s US non-farm payroll ...
macrobusiness.com.au
1 天
2025 is the year of iron ore doom
Iron ore spot is hovering around $97 as it chases relentlessly weak rebar futures lower. This is much weaker than I expected ...
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