The Australian Consumer Was Already Last in the G10 on Spending. The RBA Hiked Anyway.
The Reserve Bank lifted the cash rate 25 basis points to 4.35 percent on Tuesday, the third hike of the year, and Michele Bullock told the press...
Global Macro and Market Research
The Q1 CPI Was Mixed. The RBA Still Has to Hike on Tuesday.
The Reserve Bank Board meets on Monday and Tuesday next week with a rate decision at 2:30pm AEST on Tuesday. This is the most anticipated...
Why the Iran Oil Shock Points to More RBA Hikes, Not Fewer
The default narrative around the Iran conflict and the oil spike that has followed it is that it is bad news, full stop. Higher energy costs feed...
Supply Shock to Knock the RBA Off the “Narrow Path” and Into the Rough
We held a positive outlook on the Australian macro earlier this year, but that view has been substantially undermined by the war in Iran. Surging...
Gold Investment Primer and Why Gold Matters for Investors
The Gold Market and Why It Matters for Investors Gold is one of the most misunderstood assets in modern finance. It generates no cash flow, pays no...