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Friday, January 23, 2026

Macro (Re)view (23/1) | Markets Sidestep Tariff and JGB Turmoil

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Markets got away relatively unscathed from what might have been a damaging week amid new trade and geopolitical tensions and a significant J...
Wednesday, January 21, 2026

Australian employment 65.2k in December; unemployment rate 4.1%

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A strong Australian labour force report for December (released today) has lifted market pricing for an RBA rate hike in February to as high ...

Preview: Labour Force Survey — December

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Australia's Labour Force Survey for December is due today (1130 AEDT). This is one of two key data points - the other being next week...
Friday, January 16, 2026

Macro (Re)view (16/1) | Mind the noise

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A range of crosscurrents from geopolitical risks, policy uncertainty and fears over Fed independence continued a noisy start to the year. US...
Sunday, January 11, 2026

Australian household spending rises 1% in November

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Black Friday sales and a busy calendar of sporting events and concerts saw Australian household spending rise 1% month-on-month in November....
Wednesday, January 7, 2026

Australia's trade surplus $2.9bn in November

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Australia's trade surplus narrowed to $2.9bn in November from $4.4bn in October, defying expectations to widen to $5bn. Export revenue d...
Tuesday, January 6, 2026

Australian dwelling approvals surge 15.2% in November

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Australian dwelling approvals posted their fastest rise in 2½ years surging by 15.2% in November. The key driver was the volatile higher-den...

Australian CPI 3.4% in November

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An improved Australian inflation report in November saw both annual headline and core CPI ease after rising in the prior month. Headline CPI...
Friday, December 19, 2025

Macro (Re)view (19/12) | Central bank divergence in focus

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Markets navigated a week heavy with event risk with relative calm. US and European equities lifted but Asia underpeformed. The USD found sup...