News, 21 Mar 2025

Increasing Australia’s Defence Spending?

Chart of the Month - March 2025

A lot has happened in President Trump’s first 100 days. For many of its allies, America no longer seems like a steadfast partner. Trust has given way to disbelief and uncertainty. Trump cajoled NATO members to increase military spending in his fir ...

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News, 05 Mar 2025

Tariff turbulence

Economic Update - February 2025

The White House hasn’t been this exciting since Martin Sheen was president! From Ukraine to USAID, Gaza to Guantanamo, there has been non-stop drama. Tariffs have been the main focus for Wall Street and economists. Just as inflation was coming und ...

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News, 11 Feb 2025

The Calm before the Storm

Economic Update - Janurary 2025

January felt unusual. While the usual ream of data hit the Bloomberg terminals during the month, many people’s attention turned to a little old party in good ol’ Washington, DC. After his inauguration parade, President Trump sat on stage and ...

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News, 23 Dec 2024

Halfway down the chimney

Economic Update - December 2024

Inflation is rearing its ugly head again in the US and UK. Santa may find that the fire at the end of the chimney is hotter than he bargained for! Meanwhile, in Australia, the RBA has signalled that interest rate cuts are on their way as the Australian ...

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News, 09 Dec 2024

Glass half-full and bubbly

Economic Update - November 2024

Whether it is retail sales in Australia and China, consumer spending in Japan, increased GDP growth in the euro area, or a jubilant stock market in the US, there is suddenly more optimism in the air. Of course, there is also increased policy uncerta ...

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News, 01 Oct 2024

No alarms and no surprises, please

Economic Update - September 2024

Even 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 ...

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