Inflation

Evan Lucas

Macro-Micro: A Deluge, A Bank and the SoMP

Huge week of Macro and Micro data – three central banks, PMIs from all point of the world, GDP prelims, manufacturing data construction data etc. etc. etc. However, need to point out that Australia actually has the data to watch both from a Macro perspective and a Micro one this week. Macro Stuff: Tuesday – RBA Meeting Although the majority of the country will be tuned into an event at 3pm AEDT (for what it’s worth – money is on …

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Evan Lucas

Macro-Micro: inflation mystique & Bank set up

The macro data this week is basically all international – CPI being the key to everything there and will produce inferred and trade implications. There is a clear mystique to the inflation spiral the globe finds itself in. On the micro front – Bank: Buy the rumour, Sell the fact set up is playing out faster than expected. Macro stuff: Inflation, (dis)inflation or deflation? Europe and the US enter the CPI story this week both releasing inflation type byTuesday night …

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