Everything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the Middle East is nearing pre-war levels, but oil and diesel prices remain high. And the world freaked out abo ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreThere are different budgets for different times. Sometimes a government needs to tighten its belt and record a solid surplus. Other times, money needs to be handed out to forestall a recession. Despite the turbulence of the war in Iran, this year’ ...
Learn moreMuch has been made of Australian house prices, particularly in Australia. A recent report claims that Australian residential property has never been less affordable. First home buyers now need to save over 11 years for a 20% house deposit. However, look ...
Learn moreSydney remains Australia's most economically important city, contributing significantly more to national GDP, however Melbourne's population is catching up. Ever since Melbourne was founded by Batman, Melbourne has been Sydney’s nemesis. T ...
Learn morePolitics overshadowed the economy in January. Fears of an AI bubble gave way to fears over Venezuela, Greenland, Iran, and Minnesota. However, economics cannot be ignored, and the month ended with the announcement of a new Fed chair, falling gold and si ...
Learn moreMarkets wrestled with looming US tariffs and finally realised that falling indices may impose little discipline on Trump. However, the unpredictability of US policy, with its announcements followed by delays and more announcements, is making matters wor ...
Learn moreNational property prices fell for the first time in 22 months in December and was enough to push the December quarter into the red. Capital cities (namely Sydney and Melbourne) dragged the national average down (see chart below). Is this a sign of the v ...
Learn moreWhile 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 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 ...
Learn moreUS consumers seem more Garfield than Furiosa at the moment with some good news on the inflation and consumer confidence fronts in May. Inflation may not be so sticky in the US after all? The Fed Reserve is however still talking tough. Inflation is still ...
Learn moreStock markets in the US and Australia have been flirting with all time highs as the end of year rally continued into January but in China, the situation is not so grand. House prices and consumer spending are down again while stock market lows hav ...
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