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AGL

19 June 2024

Looking at AGL, and electricity pricing.

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Bluescope/BSL

19 June 2024

Thinking about BSL.

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Charts from the internet

19 June 2024

Good graph on PCE implications for policy.

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US macro/retail sales

19 June 2024

Noting the US retail sales.

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Aus macro/RBA

18 June 2024

The RBA is on hold, and, perhaps a fraction more hawkish than the market expected, given other central banks are now cutting.

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NZ macro

17 June 2024

NZ PMI data is now a serious anomaly, relative to history. That’s important.

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Aus macro/job ads

17 June 2024

Aus job ads data weakens again at the margin.

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China macro

17 June 2024

China macro, continues to look weak.

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France/elections/geopolitics/Stoxx

15 June 2024

Thinking about France, elections, portfolio exposure.

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US macro/initial claims/PPI

15 June 2024

Catching up claims and PPI. Both were good.

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