Insights, 06 Jul 2026

Feeling good

Economic Update - June 2026

With the war in the Middle East petering out and after three rate rises this year, the RBA is feeling much better about inflation and its ability to deal with whatever comes next. Warsh put his stamp on the FOMC, and June marks ten years since the Brexi ...

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Insights, 13 Apr 2026

In the Eye of the Storm

Economic Update - March 2026

We are now into the second month of the Iran War, and much like a tropical storm; it is unclear how long it will rage for and how much damage it will do. But the longer it goes on, the worse it will be for the global economy.     ...

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News, 07 Oct 2025

Escalating along despite the bumps and bubbles

Economic Update - October 2025

Like President Donald Trump’s escalator stopping at the UN, the US Federal Government’s shutdown is producing some outrage, but is largely a non-event. What is important is that the US economy is holding up despite employment and inflation m ...

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Insights, 23 May 2025

Post Election Prognosis

Australian Spotlight - May 2025

Two weeks after his election win, Prime Minister Anthony Albanese arrived in Rome in triumph. While Australian prime ministers are not ordained by God, he may have offered his thanks at the first mass of the new pope. Three months ago, many expected ...

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Insights, 29 Apr 2025

Australia’s Guilty Pleasures

Chart of the Month - April 2025

With the end of lent and Easter feasting, it is an apt time to look at what naughty foods Australians like to snack on (see chart below)! While the international image of Australians is of lifeguards, beach bodies, and movie stars like Hugh Jackman ...

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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, 08 Nov 2024

Back in the USA

Economic Update - October 2024

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 ...

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Insights, 25 Jul 2024

The ASX 200 breaks the 8,000 barrier

Australian Spotlight - July 2024

At 10:08 am (AEST) on 15 July 2024, the ASX 200 broke the 8,000 barrier for the first time (see chart below). But unlike the breaking of the 7,000 mark in January 2020, it was more of a raspberry than a bugle call. There is too much uncertainty around t ...

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