Antipodean Macro

Antipodean Macro

Share this post

Antipodean Macro
Antipodean Macro
ONLY CHARTS #323
Copy link
Facebook
Email
Notes
More
Only Charts

ONLY CHARTS #323

BoE as RBA blueprint, Labour productivity, Business investment, Shipping costs

Antipodean Macro's avatar
Antipodean Macro
May 09, 2025
∙ Paid

Share this post

Antipodean Macro
Antipodean Macro
ONLY CHARTS #323
Copy link
Facebook
Email
Notes
More
Share

ONLY CHARTS is only available to paid subscribers.

A 7-day free trial is available below. Group discounts are available here.

Antipodean Macro’s in-depth research is available here.

Share


1. This was from the Bank of England overnight after the MPC voted 5-4 to lower the policy rate 25bps to 4.25%.

Expect similar sentiment from the RBA Board in a couple of weeks.

2. Revisions to the Bank of England’s forecasts set the blueprint in our view for upcoming updates to the RBA’s forecasts.

Keep reading with a 7-day free trial

Subscribe to Antipodean Macro to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Antipodean Macro
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More