Australia is the “odd one out” in the global economy right now. While peers are cutting rates, the RBA is poised to hike, creating a unique tailwind for the AUD despite falling commodity prices. The e
This is an extremly thorough breakdown of the Aus economy and your connection between RBA policy and fiscal dynamics is super insightful. The point about Australia being the odd one out globally while everyone cuts rates isnt getting enough attention. I've been tracking iron ore markets for awhile and your Simandou analysis is spot on. Feb meeting is definately gonna be huge for AUD.
This is an extremly thorough breakdown of the Aus economy and your connection between RBA policy and fiscal dynamics is super insightful. The point about Australia being the odd one out globally while everyone cuts rates isnt getting enough attention. I've been tracking iron ore markets for awhile and your Simandou analysis is spot on. Feb meeting is definately gonna be huge for AUD.
Fully agree, Feb will be pivotal, the markets have traded AUD higher this year, so I'll be looking for dip buying opportunities.