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ricardian ambivalence | macro, politics, markets, ambivalence | ricardianambivalence.com Reviews
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macro, politics, markets, ambivalence
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ricardian ambivalence | macro, politics, markets, ambivalence | Page 2
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Macro, politics, markets, ambivalence. Newer posts →. McCrann riffs on Yellen. October 10, 2013. The Sun’s Terry McCrann has published a great column. On the nomination of Yellen and what it might mean for the AUD. The AUD bottomed in early August at 89c, and has rallied back to 94c due to the fed’s easier stance, the improvement in Chinese data, and the post election confidence pop. Regardless of if 2.5% is the cash rate low, i think it’ll be a long time before we see cash rate above 2.5% ...The RBA wou...
RBA | ricardian ambivalence
http://ricardianambivalence.com/tag/rba
Macro, politics, markets, ambivalence. RBA sets up for a cut. December 4, 2014. The RBA has set things up to resume the easing cycle that began in 2011 (I never believed in the whole ‘neutral’ thing see here). My current view is that the RBA will cut by 50bps in 2015, taking their policy rate … Continue reading →. McCrann riffs on Yellen. October 10, 2013. Trimming is better (CPI edition). July 25, 2013. Q2 CPI: low enough for an August cut. July 24, 2013. July 24, 2013. About that domestic recession ...
RBA sets up for a cut … | ricardian ambivalence
http://ricardianambivalence.com/2014/12/04/rba-sets-up-for-a-cut
Macro, politics, markets, ambivalence. When 50k is -5k (maybe). RBA sets up for a cut. December 4, 2014. The RBA has set things up to resume the easing cycle that began in 2011 (I never believed in the whole ‘neutral’ thing see here. My current view is that the RBA will cut by 50bps in 2015, taking their policy rate to a fresh low of 2% by mid year. The most likely quarter for the cuts is Q2 – which is long enough to see the impact of the falling terms of trade in the data. We’ve arrived at the end...
Fiscal | ricardian ambivalence
http://ricardianambivalence.com/tag/fiscal
Macro, politics, markets, ambivalence. IMF worries about mining bust, says AUD still 5% to 10% rich. February 13, 2014. Regardless of what you think of the institution, the IMF’s article IV consultation reports are useful as a source of information (and in particular for a summary of what the ‘official family’ is thinking). The Fund‘s 2013 Australia report reveals that staff … Continue reading →. More support for early election. Is NBN Co working? RBA sets up for a cut. When 50k is -5k (maybe).
imf | ricardian ambivalence
http://ricardianambivalence.com/tag/imf
Macro, politics, markets, ambivalence. IMF worries about mining bust, says AUD still 5% to 10% rich. February 13, 2014. Regardless of what you think of the institution, the IMF’s article IV consultation reports are useful as a source of information (and in particular for a summary of what the ‘official family’ is thinking). The Fund‘s 2013 Australia report reveals that staff … Continue reading →. Six ( 1) fiscal charts: Australia v. the AAAs. May 14, 2013. Four fiscal charts: Aus v. the World. The Januar...
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19
Not Trampis: Penalty Rates
http://nottrampis.blogspot.com/2015/08/penalty-rates.html
Monday, 3 August 2015. I cannot get over every time I read someone anyone saying how penalty rates must go there is only talk about the effect of labour demand but none on labour supply. I happen to know quite a few Uni students because of Cricket. A lot who work on the weekends ( mostly at night) . Now if penalty rates were abolished or lowered guess what would occur? That's right they would not work on the weekend! They would work during the week and enjoy themselves on the weekend. The Ashes Fifth Test.
Mark the Graph: February 2015
http://markthegraph.blogspot.com/2015_02_01_archive.html
I like to plot! Saturday, February 21. Load ABS files to MySQL. When I am working in R, I tend to have my working data in a MySQL database. I found that R did not always play nicely (and quickly) with complex Microsoft Excel files. Previously, I had quite a complex bit of python code to read Excel files and upload them to MySQL. I have now retooled the way in which I load files from the Australian Bureau of Statistics (ABS) to MySQL using Python pandas. The code is much simpler. Import sys sys.path&#...
Mark the Graph: July 2015
http://markthegraph.blogspot.com/2015_07_01_archive.html
I like to plot! Saturday, July 4. Capitalising low interest rates. Subscribe to: Posts (Atom). Malcolm Turnbull must beware the whims of the promiscuous voter. Storify: The "Long" vs. the "Short Twentieth Century. Trade and Manufacturing Jobs (Wonkish). Frustration with published results that can’t be reproduced, and journals that don’t seem to care. Summers on the Carrier Deal. Parametric variable names and dplyr. MacBook Pro Users Express Concerns About Limited Battery Life. Bill Mitchell - billy blog.
Mark the Graph: M1: surge in money supply - meaningful or meaningless
http://markthegraph.blogspot.com/2015/04/m1-surge-in-money-supply-meaningful-or.html
I like to plot! Sunday, April 5. M1: surge in money supply - meaningful or meaningless. The last couple of months have seen a sudden jump in liquid money supply (M1). Subscribe to: Post Comments (Atom). Malcolm Turnbull must beware the whims of the promiscuous voter. Storify: The "Long" vs. the "Short Twentieth Century. Trade and Manufacturing Jobs (Wonkish). Frustration with published results that can’t be reproduced, and journals that don’t seem to care. Summers on the Carrier Deal. RBA sets up for a c...
Mark the Graph: December 2013
http://markthegraph.blogspot.com/2013_12_01_archive.html
I like to plot! Saturday, December 28. I am working on two Python cheat sheets. The first one is ready for review. It covers the basics of Python. The second one, still in development, covers the pandas DataFrame object. As always - corrections and suggestions for improvement welcome. Friday, December 13. Friday, December 6. Growth in unemployment benefits since the GFC. Thursday, December 5. Selected charts from the national accounts. GDP: This is the third quarter of sub 2.5 per cent annual growth.
Pete Wargent blog: Housing finance rebounds
http://petewargent.blogspot.com/2015/08/housing-finance-rebounds.html
Real-time thoughts and analysis of the markets, economy and more. Co-founder and CEO of AllenWargent property buyers agents. Check us out here www.allenwargent.com - to invest in Sydney/Brisbane property or for media/public speaking requests email sydney@allenwargent.com. Co-founder and CEO of AllenWargent property buyers agents. Offices in Brisbane (Riverside) and Sydney (Martin Place) - clients include hedge funds, resi funds and private investors. Friday, 7 August 2015. The number of owner-occupier lo...
Pete Wargent blog: Weekend reads!
http://petewargent.blogspot.com/2015/08/weekend-reads_8.html
Real-time thoughts and analysis of the markets, economy and more. Co-founder and CEO of AllenWargent property buyers agents. Check us out here www.allenwargent.com - to invest in Sydney/Brisbane property or for media/public speaking requests email sydney@allenwargent.com. Co-founder and CEO of AllenWargent property buyers agents. Offices in Brisbane (Riverside) and Sydney (Martin Place) - clients include hedge funds, resi funds and private investors. Saturday, 8 August 2015. FOLLOW ME ON TWITTER. BUY MY ...
Pete Wargent blog: Services index jumps to 54.1
http://petewargent.blogspot.com/2015/08/services-index-jumps-to-541.html
Real-time thoughts and analysis of the markets, economy and more. Co-founder and CEO of AllenWargent property buyers agents. Check us out here www.allenwargent.com - to invest in Sydney/Brisbane property or for media/public speaking requests email sydney@allenwargent.com. Co-founder and CEO of AllenWargent property buyers agents. Offices in Brisbane (Riverside) and Sydney (Martin Place) - clients include hedge funds, resi funds and private investors. Wednesday, 5 August 2015. From AIG this week. The perf...
Pete Wargent blog: Unemployment
http://petewargent.blogspot.com/2015/08/unemployment.html
Real-time thoughts and analysis of the markets, economy and more. Co-founder and CEO of AllenWargent property buyers agents. Check us out here www.allenwargent.com - to invest in Sydney/Brisbane property or for media/public speaking requests email sydney@allenwargent.com. Co-founder and CEO of AllenWargent property buyers agents. Offices in Brisbane (Riverside) and Sydney (Martin Place) - clients include hedge funds, resi funds and private investors. Monday, 10 August 2015. This in the same month that em...
Pete Wargent blog: Coorparoo
http://petewargent.blogspot.com/2015/08/coorparoo.html
Real-time thoughts and analysis of the markets, economy and more. Co-founder and CEO of AllenWargent property buyers agents. Check us out here www.allenwargent.com - to invest in Sydney/Brisbane property or for media/public speaking requests email sydney@allenwargent.com. Co-founder and CEO of AllenWargent property buyers agents. Offices in Brisbane (Riverside) and Sydney (Martin Place) - clients include hedge funds, resi funds and private investors. Tuesday, 11 August 2015. Not much left of the old Myer...
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ricardian ambivalence | macro, politics, markets, ambivalence
Macro, politics, markets, ambivalence. RBA sets up for a cut. December 4, 2014. The RBA has set things up to resume the easing cycle that began in 2011 (I never believed in the whole ‘neutral’ thing see here. My current view is that the RBA will cut by 50bps in 2015, taking their policy rate to a fresh low of 2% by mid year. The most likely quarter for the cuts is Q2 – which is long enough to see the impact of the falling terms of trade in the data. Continue reading →. When 50k is -5k (maybe). Regular re...
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RICARDIAN LOONS | A Fresh Look At King Richard III
A Fresh Look At King Richard III. Thomas Langton: Richard III’s Character Witness. This slideshow requires JavaScript. Although his death came as a surprise in his 70. Year, he did have the opportunity to make an extensive will, showing he died a very wealthy man. It runs to over 100 items, and contains monetary legacies amounting to 2000, including the provision of six exhibitions in Queen’s College, Oxford, and more than a dozen other benefactions to the universities. Richard Pace (. Chantry of Thomas ...
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Todos os textos do blog, em prosa e verso, a não ser quando creditado o autor, são de minha autoria e para serem usados de alguma forma, necessitam de prévia autorização. Sábado, 15 de agosto de 2015. É bom ter um lar pra voltar é bom ter um mar navegar é bom ter o ar inspirar é bom ter o amar poetar. É bom de ver. E aos poucos ir tomando forma. E se preciso for. Que tolha o seu vigor. Uma bolha explode em flor. E ainda que fira o espinho. O carinho do perfume. Prevalece até o cume. Rumo à Terra Abençoada.
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