Macro View | James Foster
Independent Australian and global macro analysis
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Wednesday, December 10, 2025
Australian employment -21.3k in November; unemployment rate 4.3%
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A weak Australian labour market report for November has given markets something to think about following their hawkish repricing of the RBA ...
Preview: Labour Force Survey — November
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Today's Australian labour force survey for November (due 1130 AEDT) follows a hawkish RBA meeting on Tuesday that effectively signalled...
Tuesday, December 9, 2025
RBA extends hold in December
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The RBA left the cash rate at 3.6% for the third meeting in succession, signing off for 2025 with a hawkish tilt that effectively signals ...
Monday, December 8, 2025
Preview: RBA December meeting
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The RBA looks set to sign off for 2025 with a hawkish hold, leaving the cash rate at 3.6%. Incoming data has driven a hawkish repricing of t...
Friday, December 5, 2025
Macro (Re)view (5/12) | RBA outlook shifts
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Equities markets mostly made modest gains, adding to last week's rally - though higher yields at the longer end of the curve were a head...
Thursday, December 4, 2025
Australia's trade surplus $4.4bn in October
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Australia's goods trade surplus widened to $4.4bn in October from $3.7bn in September, slighty missing expectations for a $4.5bn surplu...
Australian household spending rises 1.3% in October
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Australian household spending surged by 1.3% in October, its fastest rise since the start of 2024 and well above the expected increase of 0....
Wednesday, December 3, 2025
In review | Australian Q3 GDP: Domestic demand accelerates
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The Australian economy slowed in the September quarter to 0.4% from 0.7% in the June quarter, disappointing expectations (0.7%). However, th...
Tuesday, December 2, 2025
Australian GDP growth 0.4% in Q3
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Australian economic growth slowed to 0.4% in the September quarter, defying expectations to match its 0.7% pace in the June quarter. The out...
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