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 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 ...
Learn moreLike 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 ...
Learn moreIt has been a wild start to the year. Tariffs, floods, and Ange Postocoglou getting sacked at Tottenham 17-days after winning the Europa League! Despite all this, Australia’s real GDP grew 0.2% in the March quarter, on a quarterly basis (see chart ...
Learn moreThe US equity market largely regained the ground lost in April as the market decided that it could see through Trump’s tariff tantrums. Like April, May was marked by more tariffs announcements, followed by more high-level meetings, and followed by ...
Learn moreThe copyright to Peter Pan is now in the public domain. While Peter won’t grow up, we have economies that are not quite ready to slow down all the way! The soft landing didn’t happen in 2023 but still looks good for 2024. What happ ...
Learn moreAfter ten consecutive interest rate rises, the RBA finally decided to pause. The interest rate remains at 3.5 percent. There is always a lagged response to interest rate rises but it has taken a while for the Australian economy to slow down. On top ...
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