Jarrod Kerr
Jarrod Kerr
further interest provide rates reasons remain reports
These reports provide further reasons for interest rates to remain on hold.
advantage australian continue interest narrow weigh
The interest-rate advantage with the U.S. will continue to narrow and that will weigh on the Australian dollar.
capacity clearly demand domestic easing expecting exports pick seeing slack
We've been expecting exports to pick up some of the slack of the easing domestic demand and we're not seeing this to date. So clearly there are capacity constraints out there that remain.
commodity gradually peak prices pushed timing
We still think commodity prices are at their peak and will gradually come off, but we've just pushed out the timing a little bit.
certainly demand export hoping plenty prices product rebound shaky sustained volumes
We're still hoping for a big rebound in export volumes this year, but we're certainly off to a shaky start. We think there's plenty of demand and that prices will be sustained -- it's just getting the product out there.