ANZ_Research @ANZ_Research
Economic, financial markets and commodity research across Australia, New Zealand, Emerging Asia, Greater China and the G3 economies. https://t.co/cPCiQ6dPv1 anz.com/institutional/… Joined September 2015-
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ANZ-Roy Morgan Australian Consumer Confidence is available via our media page at media.anz.com/posts/2024/apr… #ausecon
ANZ-Roy Morgan Australian Consumer Confidence rose 0.8pts last week to 81.1pts, however the 4 week moving average declined by 0.4pts. Inflation expectations rose 0.3ppt to 5.3% following stronger than expected Q1 inflation data @madelinedunk @cfbirch @arindam_chky @RoyMorganAus
Mid-cycle slowdowns are #InterestRatePurgatory
ANZ-Roy Morgan Australian Consumer Confidence fell 3.2pts to its lowest this year. Economic and financial subindices all dropped. Confidence fell across housing cohorts, particularly so amongst renters. #ausecon @madelinedunk @arindam_chky @blairrchapman @RoyMorganAus
AUS: Searching for the right housing formula. Read full article anz.co/3W8z44H @ricyet #ausecon
The year of elections hasn't been the year of surprises, so far. @ANZ_Research anz.com/institutional/…
ANZ-Roy Morgan Australian Consumer Confidence is now available via our media page at media.anz.com/posts/2024/apr…
ANZ-Roy Morgan Australian Consumer Confidence increased 1.6pts, although confidence remains low, averaging 83pts in 2024. This is 30pts below the series’ pre-COVID (1990-2019) average. #ausecon @madelinedunk @arindam_chky @RoyMorganAus
My op-ed published in today's @NikkeiAsia. Japan's economic house is now in much better order asia.nikkei.com/Opinion/Japan-… Even if Japan will not return to being the high-growth economy it was in the 1980s and 1990s, much has changed under the surface. 1/3
ANZ-Roy Morgan Australian Consumer Confidence is now available via our media page at media.anz.com/posts/2024/apr…
ANZ-Indeed Job Ads is now available via our media page at media.anz.com/posts/2024/apr…
Commodities Wrap, 2 Apr: Oil gains as the geopolitical backdrop worsens linkedin.com/pulse/oil-gain… @ANZ_Research @ANZ_bluenotes #commoditymarkets #energy #oil #lng #coal #carbonemissions #copper #aluminium #nickel #ironore #gold #platinum #palladium
The pace of decline in ANZ-Indeed Australian Job Ads slowed in the first quarter of 2024, and a smaller share of industries are recording falls compared with late-2023. @madelinedunk @CallamPickering @cfbirch
ANZ-Roy Morgan Australian Consumer Confidence is now available via our media page at media.anz.com/posts/2024/mar…
ANZ Research Quarterly: decorrelated easing cycle at hand. Our Q2 outlook is now out. ANZ Research subscribers can access the full report at t.ly/-sddB
ANZ-Roy Morgan Australian Consumer Confidence rose 1.4pts on the RBA's dovish shift and better-than-expected labour market data. Recent progress in inflation expectations hit a roadblock, with the subindex rising 0.3pts to 5.1% #ausecon @madelinedunk @RoyMorganAus
ANZ-Roy Morgan Australian Consumer Confidence is available via our media page at: media.anz.com/posts/2024/mar…
ANZ-Roy Morgan Australian Consumer Confidence was broadly unchanged last week. Inflation expectations fell to their lowest level since February 2022. #ausecon @madelinedunk @RoyMorganAus
ANZ-Roy Morgan Australian Consumer Confidence is now available via our media page at: media.anz.com/posts/2024/mar…
Tarric Brooker aka Av.. @AvidCommentator
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Stephen Koukoulas @TheKouk
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assimilating back int.. @vass_and
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33K Followers 126 Following Head of Inv Strategy & Chief Economist, AMP. Into boats, pop music, economics, investing, my family..& being nice. I don’t solicit funds/spruik trading schemes
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Financial Review @FinancialReview
353K Followers 672 Following For 70 years, The Australian Financial Review has been the authority on business, finance and political news in Australia.
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Adelaide Timbrell @AdelaideTimbrel
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Michael Janda @mikejanda
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Reserve Bank of Austr.. @RBAInfo
73K Followers 1 Following We conduct monetary policy, work to maintain a strong financial system and issue the nation’s banknotes. Our social media guidelines: https://t.co/ExsVRGm333
Richard Yetsenga 叶�.. @ricyet
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2K Followers 1K Following 'Making Money Easy' Podcast Host/Creator | Small Firm, Big Impact Podcast Host | Communicator | Cheese & dip lover | 💜☕️The year of elections hasn't been the year of surprises, so far. @ANZ_Research anz.com/institutional/…
My op-ed published in today's @NikkeiAsia. Japan's economic house is now in much better order asia.nikkei.com/Opinion/Japan-… Even if Japan will not return to being the high-growth economy it was in the 1980s and 1990s, much has changed under the surface. 1/3
The journey toward gender parity has been slow. But the economic case for faster progress is only growing anz.co/49IfZKH #IWD2024
Japan is a USD5trn economy that will play a larger role in the Asian economic discourse moving forward. Video and highlights at anz.co/3STpIXi @ANZ_Research #JapanEcon
Here's the free daily global markets + economy podcast I produce for @ANZ_AU Institutional. Previewing @ecb & @bankofcanada rates decisions with @ANZ_Research's @ricyet, China's NPC with Zhaopeng Xing and green bond issuance with Katharine Talley. youtube.com/watch?v=Ayq-nQ…
China today is not like it was two decades ago – but its next opportunity is clear, Listen to my thoughts at anz.co/3Snpbyh @ANZ_Research #ChinaEcon
My recent op-ed in the @NikkeiAsia. China's economic troubles are not 'transitory' asia.nikkei.com/Opinion/China-… @ZColemanTK
#WearItPurpleDay is a day to remind yourself and others that us peeps come in all shapes and sizes, and we all have value. #Adelaide
My initial thoughts on #Budget23 fresh from the lockup
While China is growing more slowly it is still the second largest economy in the world and three times larger than Japan, the third largest. I chat with ANZ's Raymond Yeung and Jessie Liu about China, growth & productivity. Podcast and article at anz.co/3MeE2rP
My op-ed in @australian for #IWD2023 #EmbraceEquity Gender equality has an economic rationale, too theaustralian.com.au/business/econo… @ANZ_Research
There’s positivity across businesses in South Korea, Taipei and Hong Kong in the wake of recent watershed post-COVID opening, including a relaxing of mainland borders and the lifting of mask mandates. @ANZ_Research See my thoughts at anz.co/3SGlSR6
My latest op-ed in @NikkeiAsia. India's rise is beyond doubt. "There's no question India has an unenviable to-do list. But wouldn’t we expect an economy with a GDP per capita of USD2,500, ranking 185th in the world, to have plenty to do?" asia.nikkei.com/Opinion/India-… @ANZ_Research
My op-ed in today's @australian. China’s bounce the recovery the world needs theaustralian.com.au/business/econo… @ANZ_Research
I chat with former NZ PM Sir John Key about China, inflation, politics and the current geological landscape. Podcast and transcript at anz.co/3jj5ckS
Non-tradables inflation gained momentum in Q3, accelerating to 2.0% q/q. These broad-based, domestically driven inflationary pressures are persistent and harder for the RBA to rein in. As such, we think the RBA will have to take the cash rate to 3.85% by May 2023.
But don't worry, inflation is due primarily to constrained supply and will resolve itself.
Shipping rates are in free fall after going vertical during height of pandemic.
Families, health, housing and the environment – find the highlights of this year’s Budget in this easy-to-read infographic: bluenotes.anz.com/posts/2022/10/… #federalbudget @ANZ_Research
Small businesses can expect more consistent spending if the Budget helps curb the inflationary pressures affecting households, ANZ General Manager Business, Banking @JenStewartNSW explains. @ANZ_Research #federalbudget
The Australian government has taken advantage of its first budget to reset the parameters, the narrative and the framework of fiscal policy. See my thoughts at ow.ly/vt5U50LkLrZ
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