The timetable for the RBA’s initial rate cut has turned into an endless hurdle race where the race is getting both longer and some of the hurdles along the way are getting higher. Using the guide provided by the RBA when its forecasts were updated last in early...
The rally in risk assets continued strongly again in March with almost all major share and credit markets making gains. Economic indicators released in March in the US and Australia were mostly quite firm reducing the likelihood of recession soon. Inflation has fallen...
Economic data released in March showed most major economies close to recession or experiencing slow growth. US growth remained a stronger outlier to the mostly soft growth story internationally and showed signs of stickier inflation than most. Australia stayed in the...
