Macro

Macro monitoring, March 2026

by

Based on data as of end of Feb26 to predict Mar26 decision. 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 … Read more

Macro monitoring, February 2026

by

Based on data as of end of Jan26 to predict Feb26 decision. 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 … Read more