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."

Wednesday, October 24, 2012

AFR's Alan Mitchell: RBA may delay Nov cut b/c of higher than expected inflation

Read it here. High domestic or non-tradeables inflation is also starting to make the 100 basis points of cuts since May, and calls for currency depreciation, look rather silly.