Archive - Antipodean Macro Professional

Antipodean Housing Deep Dive

Waiting for something to change

Oct 1 •

Antipodean Macro

September 2024

Aussie Q3 CPI Preview

No smoking gun either way for the RBA

Sep 25 •

Antipodean Macro

Aussie August Monthly CPI Preview

Electricity subsidies to spark big fall in headline inflation

Sep 18 •

Antipodean Macro

Antipodean Housing Deep Dive

Darkness before the dawn in kiwi housing

Sep 2 •

Antipodean Macro

August 2024

Aussie Consumer Outlook

"Resilience" and rate cuts

Aug 27 •

Antipodean Macro

Aussie July Monthly CPI Preview

Starting to get murky

Aug 26 •

Antipodean Macro

Analysis paralysis

Aug 20 •

Antipodean Macro

Itchy trigger finger or high hiking hurdle?

Aug 6 •

Antipodean Macro

Antipodean Housing Deep Dive

Kiwi housing is in trouble

Aug 1 •

Antipodean Macro

July 2024

RBNZ Tracker: Why wait?

RBNZ is likely to cut, and soon

Jul 18 •

Antipodean Macro

NZ Q2 CPI Preview

Stars aligning for an imminent OCR cut

Jul 11 •

Antipodean Macro

Australia's money illusion

Terms of trade boom, weak productivity & fiscal largesse

Jul 5 •

Antipodean Macro

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