AUTHORS

Peter Jolly

Peter Jolly

Global Head of Research

“Peter has worked as an economist and researcher for more than two decades, starting out with the Central Bank of New Zealand. ”

Peter is Global Head of Research in the Global Markets area of National Australia Bank.

His team has specialist researchers across the world covering macroeconomics, credit markets, foreign exchange, and fixed income markets.

Peter has worked as an economist and researcher for more than two decades, starting out with the Central Bank of New Zealand.

Peter is also an Honorary Fellow at Macquarie University and has a Masters Degree in Economics from the University of London.

RECENTLY PUBLISHED ARTICLES

Despite an awful lot of noise in markets, the boringly positive development has been that the central forecast for a slow improvement in Australian and global growth, continues to play out.

Trade wars and trade imbalances: early thoughts

Stocks, bonds & Australia – still optimistic growth!

While there was plenty of concern about potential geopolitical and economic crises at the recent ASFA conference, at least one senior industry figure was upbeat.

Gas supply assured but higher prices still probable.

Why we forecast – it’s the turning point that matters

The key views of NAB and BNZ’s economists and strategists

Last week’s local data provided further indication that the recovery in the non-mining sectors has continued through the June quarter.

RBA more open to the need to cut again but for now the reasons aren’t sufficient.

Another busy week in Australia with the NAB Business Survey, Consumer Confidence and October Labour Force data all released.

This week in Australia is of course all about the RBA Board meeting on Tuesday and the November Statement of Monetary Policy on Friday. Our special focus this week is on a number of charts showing that the RBA has already eased pro-cyclically and the non-mining economy is improving.

The RBA Board is sure to leave the cash rate at 2% on Tuesday and their Statement is likely to again signal a very modest easing bias. Absolutely no intent, but nonetheless an acknowledgement that if needed they still have 200bps of interest rates to play with.

Ahead of next week’s Commonwealth Budget, there has been speculation on whether Australia’s AAA sovereign credit rating is at risk. There are several aspects to consider here. First the likelihood and second the implications.

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