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."

Tuesday, April 3, 2012

@markbouris picks RBA in April + May!

In this video, Mark Bouris does a good job of picking both the rationale for the RBA's decision today, and the possibility the RBA will cut in May, which was a more difficult task. As Bouris correctly argues, it all comes down to the CPI...And if you want a technical take on what will happen to the CPI, read my favourite strategist here.