Macro

Macro monitoring, February 2026

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Included some metrics on employment data this month and iterated the workpaper to have a dashboard summary of indicators. Still to be iterated – needs refinement. Inflation Employment Inflation having a strong showing as of recent – overall hawkish. Mixed employment indication, but leaning towards hawkish with low unemployment. Hold / raise in February 2026.

Macro monitoring, January 2026

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Access the spreadsheet tracker here. First iteration. I don’t know what this will look like, I am going to get let it evolve over time. I think I’ll try and build out to address all kinds of metrics that the RBA speaks to in its meeting minutes and then summarise the trend for each one … Read more