Macro View | James Foster
Independent Australian and global macro analysis
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Friday, March 6, 2026
Macro (Re)view (6/3) | Markets rattled
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The escalation of the Middle East conflict rattled markets, sending equities to large losses on the week while yields lifted sharply across ...
Thursday, March 5, 2026
Australia's trade surplus narrows to $2.6bn in January
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Australia's trade surplus narrowed to $2.6bn in January from $3.4bn in December, coming in well below expectations ($3.8bn). Exports mad...
Wednesday, March 4, 2026
Australian household spending rises 0.3% in January
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Australian household spending rose modestly to start 2026 lifting by 0.3% in January, slightly below the expected 0.4% increase. This was a ...
In review | Australian Q4 GDP: Growth revived in 2025
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Momentum in the Australian economy accelerated in 2025, though it came at a cost by sparking renewed inflationary pressures. Real GDP growth...
Tuesday, March 3, 2026
Australian GDP growth 0.8% in Q4
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The Australian economy expanded by a solid 0.8% in the December quarter, aligning with market and RBA forecasts. Annual growth picked up fr...
Australian dwelling approvals slide in January
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Australian dwelling approvals fell to a 19-month low in January after declining by 7.2% in the opening month of 2026, a material surprise on...
Monday, March 2, 2026
Australia Current Account -$21.1bn in Q4; net exports -0.1ppt
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Australia's current account deficit widened to $21.1bn in the December quarter from $18.3bn in the September quarter. At almost 3% of GD...
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