Three months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questions. Meanwhile, in Australia, the RBA governor stated that the RBA was willing to raise rates for the four ...
Learn moreThree months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questi ...
Learn moreThree months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questi ...
Learn moreBecause of its geographic location, natural resources, and diplomatic work, Australia has become a key hub in the Asia-Pacific. The kangaroo faces north and east! The diagram below shows Australia’s central place in the region’s economic arc ...
Learn moreWarsh wants the market to lead and the yield of US 30-year government bonds is sending him a message. Similarly, the yen may be sending a message to the Japanese PM. Meanwhile, Australia was steady as it goes, with inflation moving down, household spend ...
Learn moreThe Union Jack remains on Australia’s flag, but with trade it is all about Asia. After the Second World War, Japan and now China have dominated Australia’s exports. Rich in resources, Australia has fueled the east-Asian economic miracles and ...
Learn moreWith 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 ...
Learn moreThe war in the Middle East continues to play havoc with global inflation, bond yields, and growth. After three-consecutive rate rises, the RBA will likely keep rates on hold next month. Meanwhile, the US is moving from a position of a possible rate cut ...
Learn moreWhile China overtook Japan as Australia’s largest export destination in 2009, Japanese foreign direct investment in Australia is currently over four-times that of China’s. Japanese FDI flows in Australia has increased significantly since ...
Learn moreThe two-week ceasefire for the Iran war became indefinite, according to the US, while the blockade of the Strait of Hormuz was doubled. Markets reacted to daily social media posts from President Trump and Iran with their own rhythm. Central banks are po ...
Learn moreWe 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. ...
Learn moreEvery era has its key resource. In the Bronze Age it was tin, and in the 20th century it was oil. As we move into the AI era, data centres are emerging as the key resource, and Australia ranks eighth in the world for the number of data centres as of Mar ...
Learn moreAI bubble concerns morphed into the 'SaaSpocalypse' as AI agents threaten to eat all software and replace all jobs. Perhaps the governor of the RBA may feel a little nervous as the RBA wrestles with still-rising inflation. Elsewhere, Takaichi re ...
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