Australia’s credit impulse slides into the red

Tuesday 6 March 2018

Via the excellent Damien Boey at Credit Suisse:

The pulse of credit is weak and fading

We have just published an article (attached) about weakness in the pulse of Australian credit creation. The key ideas are as follows:

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.