Archive - Antipodean Macro Professional

Antipodean Housing Deep Dive

Waiting for rate cuts

Feb 3 •

Antipodean Macro

January 2025

December 2024

Waiting for a green light

Dec 24, 2024 •

Antipodean Macro

Australian Budget Update

Slip slidin' away

Dec 18, 2024 •

Antipodean Macro

NZ Half-year Budget Update

Weak economy = more fiscal slippage

Dec 17, 2024 •

Antipodean Macro

Dec 10, 2024 •

Antipodean Macro

Too early to pivot, but February much more interesting

Dec 9, 2024 •

Antipodean Macro

Antipodean Housing Deep Dive

Running out of puff

Dec 2, 2024 •

Antipodean Macro

November 2024

Nov 29, 2024 •

Antipodean Macro

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