While the world holds its collective breath for the outcome of the US election, the RBA finds itself stuck with sticky service inflation. What happened in Australia? The RBA just can’t win. While inflation has fallen from 3.8% in the June ...
Learn moreThe RBA left rate on hold at 4.35%. Governor Michele Bullock did not have time to watch the Melbourne Cup. For many, the RBA rate decision is what truly stops the nation. The recent big fall in headline inflation is good news but underlying infl...
Learn moreAt a Glance: The private credit market is growing fast but faces regulatory scrutiny due to high leverage and reliance on cash guarantees Asset-Backed Lending offers a more structured and predictable risk profile making it an attracti...
Learn moreWhen you think of Rare-Earth Minerals (REMs), you probably think of China but did you know that Australia ranks 5th in the world for its proven reserves of REMs with over 3x the reserves of the US? These reserves will be critical in meeting rising futur...
Learn moreThe RBA has come under fire because it has not yet begun cutting interest rates like the Euro area, US, UK, Canada, and New Zealand. “RBA looking sillier by the day.” Stephen Koukoulas, Market Economics. However, the RBA did not rais...
Learn moreEven when central bankers are surprised, they do so conservatively. Jerome Powell cut rates 50 bps but then did his best to allay any concerns that the US economy is secretly worse than it seems. Meanwhile, in Oz, the RBA remains alert but not alar...
Learn moreThe RBA left rate on hold again at 4.35%. Michele Bullock, Governor of the Reserve Bank of Australia (RBA), is feeling the pressure. Rates are falling elsewhere, even across the ditch in New Zealand. Comments from the Treasurer and a former Labor tr...
Learn moreWhen the world’s biggest alternative asset manager, USD 1.1 trillion AUM, makes some big bets on Australia, the world takes notice. Over 13 years, Blackstone has invested USD 17 billion in Australia. However, a single new investment announced ...
Learn more“Sunbaker” Max Dupain’s 1938 photo captures Australians’ love of the sun. But this love affair has a dark side. Australia does not lead the world in terms of solar UV exposure but it does lead the world in the incidence of UV...
Learn moreWhat do central bankers like to do in their spare time? If the annual meeting in Jackson Hole Wyoming is a gauge, they like hiking and canoeing. Both activities typically follow a set route and are performed at a leisurely pace. Should we expect anythin...
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