Black Friday Hangover: Australia Briefing

A shopper at Sydney’s Pitt Street Mall.

Photographer: Brendon Thorne/Bloomberg

Good morning from Sydney. It’s Ed here, with the news you need to start your day.

Today’s must-reads:
• Retail sales slump
• Global growth outlook raised
• China EV exports boom

Australian retail sales tumbled more than expected in December, reflecting cost-of-living pressures and consumers seeking out bargains during Black Friday sales. The data can be a key consideration in rate decisions, with the RBA holding its first meeting of 2024 next week.

The International Monetary Fund raised its forecast for global growth this year on better-than-expected expansion in the US and fiscal stimulus in China, while warning of risks from wars and inflation.