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 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 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 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 moreNovember brought some resolution but not much extra clarity on last month’s headlines. The US government shutdown ended with a whimper. Data is again flowing from US agencies, but not yet enough to fill in the gaps created by the shutdown. Some AI ...
Learn moreStronger than expected inflation data for the September quarter and a jump in unemployment in Australia have scuttled any chance of a rate cut soon. Despite disappointment from mortgage holders, the RBA remains calmly confident and cautious. The US gove ...
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 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 moreLiberation Day lived up to the hype and then some. Reading from the Stephen Miran and Peter Navarro playbook, President Trump hit most countries in the World with higher than expected tariffs. Global stock markets plunged, including Australia’s. C ...
Learn moreThe AUD recently hit a low against the USD not seen since the outbreak of the COVID-19 pandemic in March 2020. But some commentators see the AUD plummeting all the way to 50 US cents! The last time the AUD was at that level, back in September 2001, Face ...
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