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 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 moreAustralia’s superannuation system is world-famous, at least among policy wonks and global fund managers! This is because of its overall size, currently at AUD 4.4 trillion in assets, which is the fourth-largest pool of retirement savings in the wo ...
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 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 ...
Learn moreAs its revenue from iron ore, LNG, and coal slowly falls, Australia can rely on growing revenue from gold and copper. The price of copper has nearly tripled since March 2020 (see chart below) and in its latest earnings report, mining giant BHP earned mo ...
Learn moreFor AI true believers, 2025 should have been the year that ushered in artificial general intelligence. For Trump true believers, 2025 was the year that Trump saved America, again. Everyone else was just happy that the AI boom did not crash and that ...
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