US dollar and Oil
We have written extensively on our bearish AUD in the last 10 weeks (see yesterday’s summary), based on our view of the Australian economy. It’s worth remembering the other side of the trade is working...
View ArticleThe Budget and the AUD
We thought the budget would disappoint and the treasurer would look to blame the high AUD…and that is exactly what we got. After promising a $1.5bn surplus Swan delivered a $19.4bn deficit with company...
View ArticleOZ ECONOMY: More signs of slowdown
In April we spent the month highlighting the negative data (poor consumer confidence, rising unemployment, falling commodity prices, declining mining CAPEX investment, benign CPI, slowing China growth...
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