Saturday, June 13, 2026

Oz recession is prolly already happening

 I haven't updated my Australian coinciding and leading indices, because I haven't updated my data banks.  But fortunately, the Australian Industry Group (AIG) and S&P Global have updated their "PMIs", and in the past these have correlated quite well with my coinciding index. The charts are shown below.  Clearly this is in part a response to the Gulf War, but it is also being driven by the RBA's interest rate increases.  






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