Macro View | James Foster
Independent Australian and global macro analysis
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Wednesday, April 6, 2022
Australia's trade surplus narrows to $7.5bn in February
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Australia's trade surplus narrowed to $7.5bn in February as import spending accelerated and export earnings were broadly flat. A rewiden...
Tuesday, April 5, 2022
RBA tilts hawkish
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The RBA Board left the cash rate target unchanged at 0.1% today, though in a hawkish tilt in the decision statement from Governor Philip Lo...
Monday, April 4, 2022
Preview: RBA April meeting
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Going into today's meeting, a patient RBA remains in contrast to markets expecting rates to start rising as early as June. Governor Ph...
Australian retail sales rise 1.8% in February
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Australian retail sales continued to advance in February after a resilient showing during the Omicron wave in January. Discretionary sales l...
Friday, April 1, 2022
Macro (Re)view (1/4) | Diverging paths
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Central bank divergence was a key theme in markets over the past week. US data was consistent with expectations for 50bps rate hikes from th...
Thursday, March 31, 2022
Australian housing finance down from record highs in February
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Australian housing finance commitments fell for the first time in four months in February, easing from record highs. Declines were seen in b...
Wednesday, March 30, 2022
Australian dwelling approvals rebound in February
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Australian dwelling approvals rebounded sharply in February from a disrupted start to 2022 due to the combined effects of the Omicron wave a...
Tuesday, March 29, 2022
In review: Australian Budget 2022/23
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The Australian Federal Budget 2022/23 capitalises on the resilience and pace of the economic recovery, with the government using a windfall...
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