The author has been described by News Ltd as an "iconoclast", "Svengali", a pollie's "economist muse", and "pungently accurate". Fairfax says he is a "Renaissance man" and "one of Australia’s most respected analysts." Stephen Koukoulas concludes that he is "85% right", and "would make a great Opposition leader." Terry McCrann claims the author thinks "‘nuance’ is a trendy village in the south of France", but can be "scintillating" when he thinks "clearly". The ACTU reckons he’s "an enigma wrapped in a Bloomberg terminal, wrapped in some apparently well-honed abs."

Monday, January 24, 2011

Oz's David Uren canvasses a March rate hike--big change in his tune

Uren was consistently dovish on the economy and rates from Q2 onwards last year. In The Australian today he is talking about the RBA hiking in March, and has clearly been told that the markets look to have priced the probabilities wrong.