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Australian data: Q1 GDP 0.2% q/q (expected 0.3%)

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Australian economic growth data for the January – March period 2023.

0.2% q/q for a miss on already low estimates

  • expected 0.3%, prior 0.5%

2.3% y/y

  • expected 2.4%, prior 2.7%

Inflation indicator in the data … little sign of diminishing price pressures here:

  • The GDP implicit price deflator rose 1.9 per cent in the March quarter and 6.8 per cent compared to March 2022.

Growth components:

  • Domestic final demand contributed 0.5 percentage points to GDP growth
  • Capital investment drove demand and contributed 0.4 percentage points to GDP
  • Consumption expenditure by households and government were subdued, with a combined contribution of 0.1 percentage points to GDP. Household consumption (+0.2%) slowed as discretionary spending fell below essential spending for the first time since the Delta-variant lockdowns. Government expenditure grew 0.1%.
  • Net trade detracted 0.2 percentage points from GDP
  • Changes in inventories recorded a build-up of $2.4 billion in March quarter, matching the build-up in the December quarter, and did not contribute to growth.

More:

  • Household saving ratio decreased to 3.7% from 4.4%, the lowest level since June 2008. Sheesh, drawing down savings contributed to crappy economic growth. Not good.
  • Productivity down 0.3% to be down 4.6% over the year

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