RBA to cut in February - MacroBusiness
1 天前 · It is also still meaningfully below the RBA forecast. Goldman has more. We also upgrade our tracking estimate for GDP growth in 4Q2024 by 10bps to 0.5%qoq, corresponding to a year-ended rate of 1. ...
Melbourne “wins” race for Australia’s biggest city
1 天前 · The SMH’s Matt Wade published an article claiming that Sydney will remain Australia’s largest city for at least another decade.. This is based on the Centre for Population’s latest forecasts ...
What next for tariffs? - MacroBusiness
12 小时之前 · Goldman with the note. After signing orders imposing new tariffs on Canada, Mexico, and China, President Trump delayed the Canada and Mexico tariffs until March 4. We think a further extension is ...
Sydney and Melbourne rents fall - MacroBusiness
3 天之前 · “The six-month trend in rental growth has turned negative across the two largest markets, Sydney and Melbourne, with rents down 0.4% and 0.6% respectively, with larger falls across the unit ...
Australian dollar gaps into madness - MacroBusiness
3 天之前 · The Australian dollar has gapped into madness this morning following El Trumpo tariffs. David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and ...
Face facts, Australia’s economy is a dumpster fire
1 天前 · Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman ...
Will tariffs blow up stocks? - MacroBusiness
3 天之前 · The Market Ear with the latest update on equity internals. That was quick SPX approaching range highs soon. Monday’s intraday lows actually touched the 100 day… Refinitiv Vulnerable shorts 1 ...
Tariff doomsday - MacroBusiness
3 天之前 · Deutsche with the note. First, we consider the announcements to be at the most hawkish end of the protectionist spectrum we could have envisaged. The speed of implementation (Tuesday 12:01am EST ...
Renewables or nuclear will blow up electricity prices
3 天之前 · A few points to note. The chart is FY. Australia’s energy transition is a price catastrophe that is about to get a lot worse. The AER will issue its 2025/26 pricing guise in March and will raise ...
Victorian taxpayers railroaded again - MacroBusiness
3 天之前 · To add further insult to injury, salary costs for public service workers engaged in the SRL have skyrocketed. The annual report of Victoria’s Suburban Rail Loop Authority revealed that it paid ...