Bill Evans

Weekend Economist: Healthy households

5 comments
Like in the US, Australian household spending is constrained by a lack of big investment. But optimists should rest assured, we have some crucial advantages.

Weekend Economist: Rates rationale

The Australian dollar has shown unusual resilience. With rate cuts now less likely, the currency could remain higher than some anticipated.

Weekend Economist: Jobs pivot

As confidence in Australia's economy hangs in the balance, one set of data will be crucial to the Reserve Bank's rates stance.

Weekend Economist: Inflated expectations

7 comments
The Reserve Bank's upwardly revised inflation forecasts would be disturbing if its assumptions weren't so vulnerable.

Weekend Economist: Over easy

37 comments
The Reserve Bank can be reasonably assured its 'talking down the dollar' strategy is effective. Now the board will be forced to drop its easing bias.

Weekend Economist: End of easing?

28 comments
The surprise December-quarter inflation data should see the Reserve Bank drop its easing bias, putting a floor under the Australian dollar.

Weekend Economist: A confidence blow

20 comments
A soft labour market and a dip in consumer sentiment will cloud the government's Mid-Year Economic and Fiscal Outlook, which will test an already-fragile confidence in the economy further.

Weekend Economist: Dollar reversal

18 comments
Despite the Reserve Bank's new plan to pressure the dollar, an uncertain growth outlook and far-off Fed tapering could see the board cut rates early next year.

Weekend Economist: The wedge widens

46 comments
Despite the potentially uplifting effect of a change of government, businesses have been tentative about hiring and spending while households remain cautious about Australia's economic outlook.

Weekend Economist: Value judgements

17 comments
Potential movements in house prices have made the Reserve Bank reluctant to make further rate cuts to dent the dollar. Intervention may be an option if the dollar refuses to budge.

Weekend Economist: Dovish downgrade

27 comments
The Reserve Bank's downward revision of its growth forecasts suggests a weak outlook for employment, wages, and non-mining investment will present serious obstacles to rebalancing the economy.

Weekend Economist: Hold steady

22 comments
There will be no surprise moves at the next Reserve Bank board meeting, with the governor expected to reiterate his views that sub-trend growth will extend into the first half of 2014.

Weekend Economist: Gloom looms

13 comments
Global uncertainty, downbeat levels of business confidence and a slowdown in mining investment will continue to place a significant drag on Australia's fragile economy.

Weekend Economist: All eyes on the US

10 comments
Developments in the US, including the appointment of Janet Yellen to Fed chair and the resolution of the debt ceiling debate, will ensure another RBA rate cut over the course of the year.

Weekend Economist: Easy touch

20 comments
Weakness in the labour market and consumer sentiment, and a stop-start housing market, point to the need for plenty of monetary stimulus in 2014.

WEEKEND ECONOMIST: Rate cuts revised

30 comments
An uneven housing recovery has not changed growth or inflation forecasts, but expectations have been revised on the timing of the next rate cut.

WEEKEND ECONOMIST: Rate expectations

33 comments
Concerns over the persistently high dollar, combined with cautious consumer sentiment and subdued labour market conditions, make a November rate cut the best bet.

Weekend Economist: Confidence spike short-lived

28 comments
While confidence has improved, listless levels of consumer spending suggest households remain concerned about rising unemployment.

WEEKEND ECONOMIST: All smoke, no signal

9 comments
Australia remains gripped by the high dollar and tight fiscal policy but markets have priced out prospects of rate cuts in the future, further distorting Australia's monetary policy outlook.

WEEKEND ECONOMIST: Confidence crisis

71 comments
The intransigence of business confidence is at the heart of Australia's economic challenge as shown in the latest capex results. More than interest rate relief is required.

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