Dip in Consumer Sentiment Won't Derail Australia's Key Growth Driver
The Westpac-Melbourne Institute index of consumer sentiment dipped by 2.2% in March, its first reading below 100 since October 2015 (see chart). ...
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AmpGFX - RBNZ May Steal the March on the RBA
The RBNZ have had a clearer easing bias than the RBA and have called for a weaker exchange rate. After the RBA proved ambivalent this week, the...
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Look Through the Spin - The Australian Economy Remains Mired in an Income Recession
The December quarter National Accounts revealed that the nominal GDP expanded by 1.8% in 2015, which represents the worst calendar year outcome...
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AmpGFX - The RBA's Policy Toolkit Is Threadbare, It May Soon Resume Currency Jawboning
The RBA may have an enviable 2.00% of rate cuts it can deliver, but it also has bubble in its housing market and cutting rates now may derive...
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What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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