12/07 Week, page-306

  1. 2,173 Posts.
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    RBNZ will be the first mover on tightening but policy after inflation expectations rose significantly.

    Big tech already under pressure from potential tax reforms and all also antitrust laws.

    Chinese investment down in Aus. Lock downs in major cities. Sowing Chinese economy. Lack of immigration. A lot of headwinds right now. Policy still accommodative and will be for some time putting pressure on the aud. Good for exports but commodity prices have peaked.

    What target are you thinking for xjo?
 
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