Anthony Macdonald
π€ SpeakerAppearances Over Time
Podcast Appearances
And so it's a little accounting tool.
I mean, to Craig's point, it's one of those little red flags you can watch out for.
But it tells us that this slowdown at Cochlear comes as it's sort of been building this war chest of inventory.
It's been building these products and sitting on them.
So it's been hit by a slowdown at the same time it's sitting on more of its products, which is not a good thing.
Absolutely.
I'm more interested in the Australian inflation than the James.
That's a huge reading, right?
I mean, what, two weeks or so from the next RBA board meeting?
It's going to be fascinating.
I agree with Julie.
It's impossible to know.
Both sides also shaping up to each other.
So, you know, I mean, the market for what it's worth, Julie, and I don't know if it's worth much at all, but the market's looking straight past it.
I think the worst is well behind us.