Find attached the latest China presentation from Anne Stevenson-Yang. If you have any questions, you can attend a presentation with GLJ Research: China Macro Update Call w/ J. Capital’s Anne Stevenson-Yang Back to the Seventies: China’s new Political and Economic Reality Speaker – Anne Stevenson-Yang from J. Capital Wednesday, November 30th @ 10:30AM EDT Click here
CSIRO and BoM with the report. This seventh biennial State of the Climate report draws on the latest national and international climate research, encompassing observations, analyses and future projections to describe year-to-year variability and longer-term changes in Australia’s climate. The report is a synthesis of the science informing our understanding of Australia’s climate. It includes
Data from the Australian Bureau of Statistics shows that Victoria’s gross household disposable income per person was $52,488 in 2021-22, which is the second-lowest among the states and territories. Victoria’s gross household disposable income per person had been ranked fourth in 1999, and reached the third-highest in the early 2000s. Former federal Treasury economist Stephen
The Market Ear with the latest internals. Short covering has / had been extreme Covering has been extreme in the US, similar to August. JPM PI CTAs came to play CTAs purchased ~$146 Billion worth of equities over the last month and are now net long for the first time this year. Now what? Done
The Reserve Bank of New Zealand (RBNZ) today hiked the official cash rate (OCR) another 0.75% – the largest single increase since the OCR was introduced in 1992. This lifted the OCR to 4.25%, up from the record low 0.25% in August 2021. It also took the OCR to its highest level since December 2008.
Earlier this week, The Age published an article featuring a range of infrastructure experts deriding the Andrews Government’s billion Suburban Rail Loop (SRL): The Loop’s costings have already blown out from the initial $50 billion to $125 billion, a figure the government disputes. Some believe it will end up costing even more: Michael Buxton, professor
Roy Morgan Research has modelled the direct impact of the existing 2.75% lift in the Official Cash Rate (OCR), as well as a further expected rate increase in December. This modelling estimates that over one quarter of Aussie mortgage holders would be classified as ‘At Risk’, define as their mortgage repayments being greater than a
Chinese COVID is off the leash: Lockdowns are spreading but they’re confused. Sinocism: Beijing recorded three Covid-related deaths, the first official deaths from Covid in the PRC in six months. Cases are surging in several cities including Beijing, Shijiazhuang, which has now locked down, Guangzhou and Chongqing. Vice Premier and Covid czar Sun Chunlan made
S&P with the note. Full report. Flash Australia PMI Composite Output Index at 47.7 (Oct: 49.8). 10-month low. Flash Australia Services PMI Activity Index at 47.2 (Oct: 49.3). 10-month low. Flash Australia Manufacturing Output Index at 50.5 (Oct: 52.7). 6-month low. Flash Australia Manufacturing PMI at 51.5 (Oct: 52.7). 29-month low. Australian private sector output
Here is Captain Phil’s take on inflation last night: The high inflation of the 1970s and 1980s damaged the Australian economy and hurt our living standards. It made it harder for businesses to plan and invest. And Australians had to devote their time and energy to protecting themselves as best they could against the ravages