197 - I mean it's one burrito Mark, what could it cost? $111?

Update: 2024-06-28

Description

Monthly inflation numbers have come in hot, adding pressure on the RBA to lift rates.

What does the upcoming French election tell us about Britain, bonds and post-covid fiscal policy?

And does the much hyped Guzman Y Gomez IPO and subsequent share price pop suggest that burritos are recession proof?

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2024-12-1701:01:34

214 - February Rate Cut Back On The Table?

2024-12-1113:27

213 - GDP Growth Stumbles, Per Capita Recession Deepens, Will the RBA Hold Firm?

2024-12-0413:40

212 - Is Germany Kaput? Lessons for Australia in a Deglobalising World

2024-11-2729:55

211 - Rate Cut Prediction on Life Support? Labour Market Holds Strong & COP29 Gets Political

2024-11-2026:59

US Election Special: The Return of Tariff Man

2024-11-1447:08

210 - Wage Growth Slows, Consumer Sentiment Lifts...but for How Long?

2024-11-1416:48

209 - US Election Volatility! Plus the RBA Holds, But For How Long?

2024-11-0816:45

208 - Inflation Cools, But Services Stay Hot. Will Rate Cuts Come Sooner?

2024-11-0114:15

207 - IMF says "Mission Accomplished"? Bumper jobs numbers, and revisiting Mark's prediction...

2024-10-2526:12

206 - Oil price swings, China stimulus fallout, RBA minutes, and consumer confidence.

2024-10-1018:53

205 - Housing is cooling, back to back surpluses, we're still unproductive, and the complexities of oil pricing.

2024-10-0323:39

204 - Inflation trends maybe good? Interest rates stuck & China's sweeping monetary moves.

2024-09-2625:21

203 - Labour market news, a pacy 50 bps Fed rate cut, and how Middle East unrest affects us down here.

2024-09-2017:05

202 - Central bank independence in a changing world; from the RBA to the CBRT

2024-09-1337:02

201 - Mark’s Return: A brief global market meltdown, the RBA’s “don’t call it forward guidance” guidance, and our sluggish GDP numbers.

2024-09-0525:27

200 - A long goodbye

2024-07-2801:12:20