Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Macroeconomics

<ul><li>The 3Q CPI &ndash; slated for release tomorrow &ndash; should confirm that core inflation will have posted an increase of a little above 2% from a year earlier, remaining anchored to the bottom end of the RBA&rsquo;s target range.&nbsp; Disinflation has been evident over the past year, with various measures of core inflation falling towards 2%.&nbsp; At this level, the inflation outlook should not pose a hurdle to further monetary stimulus, particularly at a time when private sector wages are growing at a record low.&nbsp;</li><li>The key items to watch in the CPI print are electricity and food.&nbsp; Evidente estimates that consumers in NSW and South Australia will have received electricity bill reductions of around 10% in the September quarter, thanks to recent determinations from the Australian Energy Regulator.</li></ul>

The 3Q CPI &ndash; slated for release tomorrow &ndash; should confirm that core inflation will have posted an increase of a little above 2% from a year earlier, remaining anchored to the bottom end of the RBA&rsquo;s target range.&nbsp; Disinflation has been evident over the past year, with various measures of core inflation falling towards 2%.&nbsp; At this level, the inflation outlook should not pose a hurdle to further monetary stimulus, particularly at a time when private sector wages are growing at a record low.&nbsp;The key items to watch in the CPI print are electricity and food.&nbsp; Evidente estimates that consumers in NSW and South Australia will have received electricity bill reductions of around 10% in the September quarter, thanks to recent determinations from the Australian Energy Regulator.

VanEck Vectors Australian Banks ETF (MVB AU)

Australia 3Q CPI Preview: Food and electricity deflation set to intensify