News and Resources

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ORG

4 December 2023

Our thoughts on ORG.

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Aus macro/housing finance

4 December 2023

Noting the lending data. Strong.

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Aus macro/Job Ads

4 December 2023

The ANZ job ads series weakens further.

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Benchmarks

2 December 2023

High level summary of market movements for the month.

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Retail

30 November 2023

Idle thoughts on the retail space.

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Aus macro

30 November 2023

Noting the credit data, and thinking about our banking sector underweight.

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China PMI’s

30 November 2023

Noting the China PMI data. The recovery from the pandemic does appear to have fizzled out.

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IRESS/IRE

30 November 2023

IRE with an upgrade.

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What’s driving bonds

30 November 2023

Thinking about the recent move in bonds.

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Ramsay/RHC

29 November 2023

Back on RHC, this time looking at the APRA data.

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