Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
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US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
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The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
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Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
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MS-Australia Index Earning Revision (Jan): Woodside Energy, BHP, Evolution Mining, South32, Santos
We analyzed MS-Australia's consensus for Jan 2026 and highlighted changes of EPS in Woodside Energy, BHP, Evolution Mining, South32, Santos, CSL.
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