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Tuesday, April 1, 2025

RBA leaves cash rate steady in April

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The RBA left the cash rate unchanged at 4.10% today (ES rate 4.0%). With the economy and inflation tracking broadly in line with the forecas...
Monday, March 31, 2025

Australian retail sales rise 0.2% in February

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Australian retail sales lifted by 0.2% in February, disappointing the consensus forecast (0.4%) and softening from the 0.3% rise in January....

Preview: RBA April Meeting

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The RBA is expected to leave the cash rate at 4.10% at today's meeting  (decision due 1430 AEDT). In February, the RBA  dialled back pol...
Friday, March 28, 2025

Macro (Re)view (28/3) | Tariff malaise continues

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Equities were broadly heavy this week with President Trump's announcement of 25% auto tariffs coming ahead of the April 2 'liberatio...
Tuesday, March 25, 2025

Australian CPI 2.4% in February

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Australian headline CPI eased from 2.5% to 2.4%yr in February, defying expectations to remain at an unchanged pace. The measures of underlyi...

Australian Federal Budget 2025/26: Pressures underpin deficits

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The Australian Federal Budget 2025/26  reaffirms the outlook for underlying fiscal deficits to run in the order of 1-1.5% of GDP over the co...
Friday, March 21, 2025

Macro (Re)view (21/3) | Fed to remain patient

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US equity declines stabilised this week amid a less volatile flow of tariff-related headlines. Central bank meetings all going to script wit...
Wednesday, March 19, 2025

Australian employment -52.8k in February; unemployment rate 4.1%

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Australia's labour force survey seemingly went rogue in February as a highly volatile set of numbers were posted. The seasonal boost to ...

Preview: Labour Force Survey — February

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Australia's Labour Force Survey for February is due at 1130 (AEDT) today. Labour market conditions have remained robust amid a slowing e...