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Latest news
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ACCU Weekly: Carry on in the ACCU market?
Commodity Narratives - A detailed analysis of narratives that we are hearing in industrial commodity, energy and carbon markets.
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Federal Budget May 2024–25 Infographic
A snapshot of the headline figures and policy highlights of Budget 2024-25.
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Around the Grounds
Today's note includes comments on Anglo American/BHP and links to budget commentary from Economics and Strategy.
- Federal Budget May 2024–25 with Chief Economist Luci Ellis
The key implications for Australia's economy.
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FinanceAM
Bond yields and the US dollar are slightly lower, with US PPI data proving mixed and Fed Chair Powell’s comments no more hawkish than previously. The S&P500 is up 0.4%.
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NZ Economic Overview May 2024
The Westpac NZ Economics Team's flagship document covering the outlook for the New Zealand economy, fiscal policy, the global economy, financial markets, and the primary sector.
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Australian Federal Budget May Report 2024–25
The government will deliver a second consecutive surplus before the budget tips into deficit. This year's budget provides cost of living support and makes significant investment to secure Australia’s economic and strategic future.
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FY25 Federal Budget: Debt Statement highlights
Our quick response to the FY25 Federal Budget and Debt Statement. We also estimate the AOFM's funding requirement for FY25