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China macro

17 May 2024

Noting the China monthly data. Quite a miss, fair to say.

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Interesting things/monetary policy

17 May 2024

Revisions, to macro time series data.

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Incitec/IPL

17 May 2024

The IPL result was a good one.

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Coal/WHC/Whitehaven

17 May 2024

Thinking about coal, and changing our view.

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Aus macro/employment

17 May 2024

Unemployment rises, albeit remains low in an absolute sense.

Whilst not the main point of the note, there is some caution on interpreting the data due to the timing of Easter and impacts that has on how the survey is conducted in the subsequent month.

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US macro/US inflation/retail sales

16 May 2024

A good inflation print, after 3 straight poor ones.

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Aus macro/wages

15 May 2024

Noting the wages growth moderation. That’s good.

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Power/utilities/infra/telecos

15 May 2024

Thinking about longer run power needs.

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Budget

15 May 2024

The budget.

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Private anything

15 May 2024

More on private markets.

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