Macro View | James Foster
Independent Australian and global macro analysis
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Friday, July 9, 2021
Macro (Re)view (9/7) | Shifting expectations
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The all-important July RBA Board meeting had something for everyone this week, with the first steps towards policy normalisation coming as...
Tuesday, July 6, 2021
RBA QE to taper; yield target maturity retained
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The recalibration of the RBA's monetary policy settings announced today were broadly as markets had anticipated, though the decision to ...
Monday, July 5, 2021
Preview: RBA July meeting
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The Reserve Bank of Australia Board meets today where it will recalibrate the settings for its 3-year yield target policy and bond purchase ...
Australian dwelling approvals fall 7.1% in May
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Australian dwelling approvals posted a second consecutive sharp month-on-month decline with a 7.1% fall coming through in May. This followed...
Australian retail sales rise 0.4% in May
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Australian retail sales printed at a stronger-than-expected 0.4% in May, outpacing the initial estimate that reported a 0.1% lift. The decli...
Friday, July 2, 2021
Macro (Re)view (2/7) | Recoveries and setbacks
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The spread of the Delta variant of Covid-19 cases that led to the lockdown in Sydney broadened out to lockdowns in several other major Austr...
Thursday, July 1, 2021
Australian housing finance rises 4.9% in May
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Australian housing finance commitments came in stronger than expected in May rising by 4.9% on the back of accelerating activity from the in...
Wednesday, June 30, 2021
Australia's trade surplus widens to $9.7bn in May
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Australia's trade surplus for May came in below expectations at $9.68bn, though this was still the nation's third-highest monthly su...
Friday, June 25, 2021
Macro (Re)view (25/6) | Views from all sides
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Market themes continue to develop around prospects for policy normalisation in the US following the hawkish interpretation taken away from l...
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