Warren Hogan @_warrenhogan
Australian macroeconomist, property and financial market analyst, and macropolicy analysis. Forecaster: best endeavours Global-Australia Joined October 2012-
Tweets5K
-
Followers9K
-
Following958
-
Likes3K
Stagflation. Get used to hearing about it as growth slows & inflation remains sticky. We speak with @_warrenhogan at 10am. Plus @ResMed CEO Mick Farrell joins us on $RMD results & we get plenty of analysis on $BHP's copper bid. 💥 We're live 9:45am ausbiz.com.au…
Domestic inflation not only sticky but potentially picking up in early 2024. Non traceable inflation running at 6% annualised in quarter on some big increases in rents, insurance and education. RBA inflation path has shifted up. No rate cuts, issue is whether 4.35% is high…
@gunsnrosesgirl3 Mood for the day.
Judo Bank S&P Global Flash Australian PMI for April just dropped and shows another strong result for service industries and improvement for manufacturing. Service sector output index (chart) rose to highest level in 2 years. From the November 2023 lows to April 2024, activity…
The Big Blue Seal. Eaglehawk Neck, Tasmania.
Perfect
Employment data for March confirms February levels were above right - the Dec and Jan numbers were the noisy outliers. Employment and hours work solid in 2024. The economy is wandering off the RBA’s ‘narrow path’. Even money now the direction of the next move in rates.
Take that Melbourne
⚡️More footage of the Iranian missiles impacting Israel, presumably the Ramon Airbase
BREAKING: Iran has launched an attack against Israel using dozens of drones
BREAKING: Australian airline Qantas changes route to avoid flying through Iran's airspace
Female police officer took out the Sydney stabbing rampage terrorist. Hero. Give her the Order of Australia
Australia should be formalising a strategic industry policy. But we should not be saying that we are doing it because markets don’t work nor can they be relied upon to deliver the right capital (and labour) allocation. The growing appetite for strategic industry policy in the…
They are about to go out. Do like a wet morning or a windy afternoon?
That would not be good for the RBA. Not good at all.
That would not be good for the RBA. Not good at all.
Bond market blood bath in Australia today? Not really. Plenty of pain as yields rose steadily through the day to take the 24hr move to about +17/8bp across the curve. This could have a long way to run. Aussie 10yr yield could easily break to new highs above 5% this year.
US services inflation rose to 5.3% in March from a cyclical low point of 4.95% in February. The inflation genie is far from being back in the bottle.
US 2 & 5Y #inflation breakevens now back to or exceeding levels seen when the higher for longer rates narrative was in full swing last year. If the Fed continues to push the rate cut message, difficult to see this trend reversing near-term
🇺🇸 US Presidential Election poll Biden: 41% Trump: 37% (Reuters/Ipsos)
Tarric Brooker aka Av.. @AvidCommentator
31K Followers 405 Following Journalist & Analyst Contributor for @newscomauHQ Help support my content https://t.co/07fo3eHZLI My opinions are my own
christopher joye @cjoye
28K Followers 2K Following Portfolio manager at https://t.co/9L2cdsF1kC and AFR Contributing Editor
Stephen Koukoulas @TheKouk
62K Followers 4K Following Treasury, Head of Global Strategy TD, Advisor to PM, punter. Speaker at Ode Management - https://t.co/dXJoiRJt1z MD Market Economics; Also https://t.co/kxt2ibOgfj
Scott Phillips @TMFScottP
23K Followers 1K Following Investor. Business person. CIO @themotleyfoolau. Director @cityrecitalhall Holdings: https://t.co/kD9QKnmlAE
Pete Wargent @PeteWargent
14K Followers 240 Following Anglophile Aussie | Economy, Real Estate, Markets | FCA, ex-Deloitte | Property buyer 🏠
Alan Kohler @AlanKohler
144K Followers 1K Following Founder of Eureka Report, finance guy on the ABC news and columnist for The New Daily
🍪 🧒 ®© @solo_dio_
5K Followers 144 Following Yesterday seems as though it never existed Oh, but death greets me warm, now I will just say goodbye So goodbye Yeah goodbye I say goodbye
Alex Joiner 🇦🇺 @IFM_Economist
12K Followers 2K Following Chief Economist at IFM Investors. Aussie macro-focus. Views expressed are my own and not necessarily those of my employer. RTs not necessarily endorsements
Cameron Murray @DrCameronMurray
18K Followers 2K Following Chief Economist at Fresh Economic Thinking. Corruption and property market specialist.
Louis Christopher @LouiChristopher
11K Followers 926 Following SQM's founder. Have been known to be occasionally accurate on the housing market. Family. Smaller Govt.Loves animals. Volcanoes. Anzac. Train & ship spotter. F1
Greg Jericho @GrogsGamut
112K Followers 3K Following Chief Economist at the @CntrFutureWork and @TheAusInstitute. Columnist on economics & politics for Guardian Australia. @grogsgamut at all other social media
Sam 🇦🇺🇺🇦 @samstrades
6K Followers 105 Following Full time investor, data junkie. Worked in civil/criminal law for 12 years (Clayton Utz, NSW DCJ and ODPP)
💧Michael West @MichaelWestBiz
100K Followers 17K Following Journalist covering the rising power of corporations over democracy [email protected]
Peter Morgan @psimpsonmorgan
10K Followers 9K Following Sydney. May the markets be kind & remember information is nothing without context, put the pieces together & draw your own conclusions.
David Taylor @DaveTaylorNews
17K Followers 744 Following News junkie. In pursuit of the truth and a good yarn. Comments, likes and retweets are based on my personal views & don't represent the views of the ABC.
Paul Colgan @Colgo
15K Followers 5K Following Director, C|T Group. Previous: editor Business Insider Australia and @newscomauhq. Economics, rock, rugby. Views my own. #yes23
Steven Romanous @RomanousSteven
1 Followers 3 Following
PontaRosso @PontaRosso
0 Followers 430 Following
Andrew @andrew_mccann_
133 Followers 598 Following
JAYNIE SEAL @jaynieseal
21K Followers 2K Following @SkyNewsAust Co-host #WeekendEdition Ch 103. @foxtel News Anchor SKY NEWS BREAKFAST Wed-Fri 6-9am Ch 601 @foxtel & @SCA #WIN https://t.co/Lw5ne4juGo
Alex Wickert @alexwickert
30 Followers 47 Following I help leaders and teams expand and fulfil their potential.
[email protected].. @andrewhomegmai1
52 Followers 39 Following
HireMyCIO @sachdevadeepaks
8 Followers 26 Following HireMyCIO was founded in 2008. Based on the reality to help start ups, small, and mid-sized companies have many of the technology challenges as the Fortune 500
Garry Smith @_GarrySmith
4 Followers 358 Following
Michael Papapetros @quanyum94
105 Followers 91 Following
brian jackson @briankirsty
437 Followers 293 Following Father times three. Socceroos. Matildas. Ange.
Deon Kruger - loantac.. @DLoantactics
97 Followers 93 Following
Cruisoring JIANG @Cruisoring
110 Followers 224 Following
JulietteHelou @JulietteElHelou
95 Followers 129 Following
Eri @EriErvinsadiku
308 Followers 659 Following
JoyMA @JoyMtanious
0 Followers 14 Following
🥼Clinical Trader @clinicaltraders
150 Followers 260 Following Founder: 🏆 Clinical Trader. Uncovering market conditions 🧩. #Gold #Silver #Miners.
Angelo @Angelotheman
46 Followers 274 Following Life loving guy; With a tendency to drift away now and again. Love meeting new people and building relations in this journey of life.
Dylan Fitzsimons @DylanFitzsimons
6 Followers 2K Following
bosco @Bosco001
3 Followers 876 Following
Brad Hoffmann @thehoff_88
202 Followers 911 Following
Dylan Lodge @derlodge
123 Followers 741 Following
BamBam @piccolo1901
50 Followers 3K Following
SBA @sba_from_oz
54 Followers 117 Following
Anita @anitadinshaw
13 Followers 208 Following
Cynthia @Cduj123
1 Followers 56 Following
Kris Reddy @FascinatingMonk
116 Followers 638 Following
Nick Harvey @harvey_nd
113 Followers 363 Following
心控star @NeverSay_Giveup
10 Followers 90 Following
space punk557 @SPunk557
57 Followers 158 Following
Tiago Silva @TiagoSi66386648
79 Followers 309 Following
TheRealJonny @whiteyjt
275 Followers 1K Following People often ask how i'de describe myself and I tell them i'm a jock with brains. I mean looks can only get you so far.
Angela Magut @MagutAngela
24 Followers 310 Following Founder Lelmokwo Women's Group. We aim exists to alleviate poverty through entrepreneurship with the aim of improving living standard for the community.
Tony Nguyen @nvt92u
439 Followers 4K Following
They’re not even hi.. @marxismishere
1K Followers 5K Following All lives matter. Anything less is racist. There are only 2 genders. Covid19 has a 99.5% survival rate. The world is turning Marxist. Let’s go Brandon. Stand up
Josh @Joshbpoint
124 Followers 921 Following
Shalin Palasara @shalinpalasara
32 Followers 443 Following
aztech @AaronF101
29 Followers 146 Following
Lucy Nyholm @lucy_nyholm123
3K Followers 3K Following
Henri Portet @PortetHenri
77 Followers 290 Following Agri, Senior Analyst - Greenstock (Aus Meat, @woolworths). Was 🌾, now 🥩, but know 🍷 Will be heard muttering ‘Go Dees!’ ❤️💙🤠
SJ Creek @sjcreeky
114 Followers 1K Following Punter, Celebrater, CarltonFC fan, Father of two scream machines, love the Roosters! Cavs! Coke! Carlton Dry!#GoAussie!
Andrew Brown @AB_Browny
737 Followers 692 Following
Tarric Brooker aka Av.. @AvidCommentator
31K Followers 405 Following Journalist & Analyst Contributor for @newscomauHQ Help support my content https://t.co/07fo3eHZLI My opinions are my own
christopher joye @cjoye
28K Followers 2K Following Portfolio manager at https://t.co/9L2cdsF1kC and AFR Contributing Editor
Stephen Koukoulas @TheKouk
62K Followers 4K Following Treasury, Head of Global Strategy TD, Advisor to PM, punter. Speaker at Ode Management - https://t.co/dXJoiRJt1z MD Market Economics; Also https://t.co/kxt2ibOgfj
Shane Oliver @ShaneOliverAMP
33K Followers 126 Following Head of Inv Strategy & Chief Economist, AMP. Into boats, pop music, economics, investing, my family..& being nice. I don’t solicit funds/spruik trading schemes
Scott Phillips @TMFScottP
23K Followers 1K Following Investor. Business person. CIO @themotleyfoolau. Director @cityrecitalhall Holdings: https://t.co/kD9QKnmlAE
Pete Wargent @PeteWargent
14K Followers 240 Following Anglophile Aussie | Economy, Real Estate, Markets | FCA, ex-Deloitte | Property buyer 🏠
Alan Kohler @AlanKohler
144K Followers 1K Following Founder of Eureka Report, finance guy on the ABC news and columnist for The New Daily
Alex Joiner 🇦🇺 @IFM_Economist
12K Followers 2K Following Chief Economist at IFM Investors. Aussie macro-focus. Views expressed are my own and not necessarily those of my employer. RTs not necessarily endorsements
Cameron Murray @DrCameronMurray
18K Followers 2K Following Chief Economist at Fresh Economic Thinking. Corruption and property market specialist.
Louis Christopher @LouiChristopher
11K Followers 926 Following SQM's founder. Have been known to be occasionally accurate on the housing market. Family. Smaller Govt.Loves animals. Volcanoes. Anzac. Train & ship spotter. F1
Peter Tulip @peter_tulip
6K Followers 291 Following Chief Economist at Centre for Independent Studies. Ex-RBA, ex-Fed.
Greg Jericho @GrogsGamut
112K Followers 3K Following Chief Economist at the @CntrFutureWork and @TheAusInstitute. Columnist on economics & politics for Guardian Australia. @grogsgamut at all other social media
Sam 🇦🇺🇺🇦 @samstrades
6K Followers 105 Following Full time investor, data junkie. Worked in civil/criminal law for 12 years (Clayton Utz, NSW DCJ and ODPP)
💧Michael West @MichaelWestBiz
100K Followers 17K Following Journalist covering the rising power of corporations over democracy [email protected]
Peter Morgan @psimpsonmorgan
10K Followers 9K Following Sydney. May the markets be kind & remember information is nothing without context, put the pieces together & draw your own conclusions.
David Taylor @DaveTaylorNews
17K Followers 744 Following News junkie. In pursuit of the truth and a good yarn. Comments, likes and retweets are based on my personal views & don't represent the views of the ABC.
Paul Colgan @Colgo
15K Followers 5K Following Director, C|T Group. Previous: editor Business Insider Australia and @newscomauhq. Economics, rock, rugby. Views my own. #yes23
JAYNIE SEAL @jaynieseal
21K Followers 2K Following @SkyNewsAust Co-host #WeekendEdition Ch 103. @foxtel News Anchor SKY NEWS BREAKFAST Wed-Fri 6-9am Ch 601 @foxtel & @SCA #WIN https://t.co/Lw5ne4juGo
Visegrád 24 @visegrad24
1.0M Followers 1K Following Aggregating and curating news, politics and current affairs. #BTC
David Shoebridge @DavidShoebridge
40K Followers 4K Following Greens Senator for NSW. Justice. Peace. Let’s legalise it! 🍃
Danica De Giorgio @DanicaDeGiorgio
4K Followers 742 Following Host of The Jury & Prime Time, co-host of Danica and James @SkyNewsAust. MC & Event Speaker. Views are my own. Email [email protected]
Lisa @lisareality1
13K Followers 11K Following Sensible most of the time with a twist of naughtiness. I follow back unless it looks like you may DM me ‘those’ kind of messages.
Antipodean Macro @AntipodeanMacro
582 Followers 48 Following
Ursula Heger @ursulaheger
6K Followers 2K Following Ten News First Senior Journalist. Email is [email protected]
Brigette Leckie @brigette_leckie
275 Followers 80 Following Macro Strategist, Thought Leader, Futurist
Geopolitics Insider @Geo_Pol_Insider
58K Followers 1 Following Unlock the secrets of global politics. Get in-depth analysis, unbiased insights, and unique perspectives.
Quillette @Quillette
214K Followers 242 Following Where Free Thought Lives. 📧 subscribe: https://t.co/kvbibIl1Gw
Asha @Agrz2020
223 Followers 341 Following
Bjorn Jarvis @Bjorn_Jarvis
815 Followers 30 Following Head of labour statistics at the ABS. Passionate about statistics and graphs telling important stories about Australia and supporting informed decisions.
Ζoë @zoecabina
6K Followers 2K Following Very Enthusiastic Person. Paglia stan. Community manager and podcast host @quillette
Chris Edmond @chrisedmond
6K Followers 379 Following Professor of Economics, University of Melbourne
Ian Shepherdson @IanShepherdson
30K Followers 1K Following Chief Economist, Pantheon Macroeconomics. A 'danger to the world', according to some Twitter guy. For a Pantheon trial: https://t.co/hjv4yzlxDl
Emilie Dye @Emilie_Dye
4K Followers 1K Following Marketing & Policy Analyst @CISOZ | Intergenerational Studies | @SkyNewsAust Contributor | Opinions = Own | Feminist •Atheist• Heterodox Thinker 🇺🇸🇦🇺
Gad Saad @GadSaad
874K Followers 387 Following Professor, Evolutionary Behavioral Scientist, Author. Opinions are mine alone. Retweets do not necessarily imply an endorsement.
Curtis Houck @CurtisHouck
80K Followers 4K Following Managing Editor @NewsBusters, Proud grad of @Penn_State & @ManheimTownship via Lancaster, PA. Caps, Nats, NASCAR, mental health, ✝️. Views = mine
Louis Lingg @anarchistbogan
241 Followers 641 Following The black flag comes in many colours. Proud #CodyCryBaby
OSINTdefender @sentdefender
1.1M Followers 792 Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPr
James Wilson @jameswilson
793 Followers 1K Following Economist, data analyst, public policy, delivery. Formerly @ausgov. 🇦🇺🇬🇧
War Monitor @WarMonitors
1.0M Followers 96 Following Proud Semite || Breaking News || Geopolitics || Backup: @WarfareBackup || Want to support me? Donate: https://t.co/CkqsdOqqhV || Twitch: warmonitor
Israel Defense Forces @IDF
2.7M Followers 38 Following Official IDF X account. We post real-time information and updates from the field.
Tim Kelly @TimKofCanberra
691 Followers 367 Following Fixed Income Portfolio Manager, Husband, Father, Gamer, disillusioned former Australian Democrat. RTs are not endorsements and views expressed are my own.
Andrew Perry @ap45337
179 Followers 320 Following Banker, Macro, that loved QE1, however, hated the rest
Matt Cowgill @MattCowgill
12K Followers 2K Following disclaimer disclaimer etc. don't DM, email: mattcowgill at gmail
Alison Pennington @ak_pennington
19K Followers 1K Following Economist. Writer. Author of **GEN F'D?** Adj. Senior Fellow @latrobe PPE. @PAFC proud.
Ryder Cup Europe @RyderCupEurope
350K Followers 258 Following The official account of the 2023 @RyderCup winners, Team Europe 🇪🇺
Daniel Roberts @danroberts0101
7K Followers 987 Following NASDAQ: IREN Co-Founder / Co-CEO Bitcoin / generative AI / next-gen green compute
Dan Ziffer @danziffer
16K Followers 4K Following Husband, father, journalist @ABCnews ‘The Business', author. These are my views, not those of work. [email protected] or in my DMs. #TheBrunx #Gippsland
Jeffrey Wilson @JDWilson08
3K Followers 861 Following Director of Research and Economics at the Australian Industry Group. @The_AiGroup
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Breaking Aviation New.. @aviationbrk
176K Followers 277 Following Breaking aviation news and top videos/photos from the @aviationbrk team. All photos/videos credited if source known, ***DM for correction/removal*** ✈️
Claire Lehmann @clairlemon
233K Followers 5K Following 🚀founded @quillette ✍️ writes for @australian 📧 subscribe: https://t.co/04OP3stmMN
Jerome Fahrer @JeromeFahrer
879 Followers 291 Following Economist & Director @acil_allen. Views (mine only) on all things economic policy, broadly defined.
Western Sydney Airpor.. @sydwestagribus
310 Followers 560 Following Western Sydney Airport employment lands in Luddenham. Timeline photos of location & construction of the Aerotropolis and infrastructure works.
Bill Gross @real_bill_gross
62K Followers 293 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
Andrew Lilley @andrewlilley_au
4K Followers 993 Following All views personal & unsanctioned, most of all when I've made a graph.
DiscussingFilm @DiscussingFilm
1.5M Followers 832 Following Your leading source for quick reliable news. Home for healthy and liberating discussion on all things pop culture. (Amazon links shared may earn us commissions)
The Best @ThebestFigen
976K Followers 1 Following Teacher / Posting cool old viral content... and cool page @xxxxTheKing - No to circuses and zoo.....human being is not the lord of animals!
Sean Kelly @mrseankelly
21K Followers 4K Following weekly columnist at The Sydney Morning Herald and The Age, author of The Game: A Portrait of Scott Morrison, former adviser to two Labor Prime Ministers
JayPee @JayPee53266917
85 Followers 357 Following you may know me well, but I use this account to remain anonymous.Sunday on @SkyNewsAust 12-6pm AEST + 1220 Ian Parmeter Middle East expert @ourANU + 1320 AP @shomgoel Peter MacCallum Cancer Centre +1420 Prof @ian_hickie Co-director @BrainMind_Usyd + 1520 @_warrenhogan Judo Bank chief economic adviser + 1720 @RobKatter3 KAP State Leader
Albo delivers record temporary visa numbers in Q1 macrobusiness.com.au/2024/04/albo-d…
My piece in today's @FinancialReview explaining why negative gearing is neither a tax concession nor particularly impactful on house prices. Eliminating it would be an unprincipled hack that would distract from the fundamental tax reform we actually need. afr.com/politics/feder…
Two facts about negative gearing: 1) Negative gearing is not a tax concession. 2) Negative gearing has a negligible effect on house prices. That, despite these two facts, negative gearing occupies such a large share of policy debate in Australia is strange and disappointing.
@_warrenhogan @AvidCommentator hey Warren congrats on getting it right ! i know this is something @TheKouk, @DrCraigEmerson and @BenPhillips_ANU could only DREAM about maybe you could give them a few tips in the future so they arent so such doves?
@_warrenhogan It is not. All the vested interests who were complaining about the November increase, still, have been shown to be complete 🤡🤡
From the AFR vault in January. Some ppl rubbished me at the time. Now looking like a solid call after today’s inflation.’I struggle to see the RBA cutting rates by much, if at all, this year. It’s not out of the question that the RBA forced to raise rates’ afr.com/policy/economy…
@_warrenhogan @PeteWargent Warren, you have been a rare voice in predicting the upside risk to inflation staying higher for longer, where as most economists have for months trotted out the inaccurate concept of inflation and interest rates coming down quickly Too many economists live in a fantasy world.
@_warrenhogan @AvidCommentator unlike many others he took the evidence based approach re inflation as opposed to some Disney style, fantasy land fairy tale
@_warrenhogan It has never been high enough. The writing has been on the wall for quite some time. Data dependent, yeah right!
I gotta hand it to Warren, he's stuck to his guns on inflation and he's been right. While my view is that rapid labour force growth will see a swifter rise in unemployment than most, continued hot inflation prints could see hikes reconsidered in Australia and the U.S.
Domestic inflation not only sticky but potentially picking up in early 2024. Non traceable inflation running at 6% annualised in quarter on some big increases in rents, insurance and education. RBA inflation path has shifted up. No rate cuts, issue is whether 4.35% is high…
Warren on point again
@LeTepavac @PeteWargent Long term demographic turning point now really kicking in. Labour shortages the new norm. Will put upward pressure on both the cost of labour and capital. Deglobalisation persistent, it would appear and energy transition has a long way to run. There is a cycle around that but the…
Hate needles. Love vaccines. Get the jab this flu season.
You know winter is coming when Canberra's trees change colour and the Treasurer returns from Washington full of warnings Both events are seasonal But the global economy is doing better than you think - and so is the budget I'm at the 6 minute mark iview.abc.net.au/video/NU2422C0…
Judo Bank economist @_warrenhogan said, "While this is great news for the Australian economy, these results are stronger than what the RBA is expecting, suggesting that the economy is beginning to wander off their ‘narrow path’." #ausecon #auspol @CommSec
📰 Daniel: “The biggest thing is if they’re like ‘oh, we’ll give him a five-place penalty the next race', but he still is then blaming me, that’s a bigger problem. I want him to understand once the dust settles, if he's still hot-headed today, he needs to learn from this. We've…
So let’s get this straight! RBA is going to drop rates before the FED which is going to create more inflation. The vast majority of economic commentary in this country is either vested interests or complete morons afr.com/markets/debt-m…
@_warrenhogan It's lovely, but as far as cultural cachet goes, it's not quite in the league of the Big Banana 😉
Albanese is projecting. His proposed industrial policy is protectionism and it will make Australia poorer. His policy, followed to its logical conclusion, will undo the good that Keating achieved by dismantling trade barriers. afr.com/politics/feder…
Controversial…
Trends for United States
You might like
