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 moreThree 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 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 moreThe Board kept interest rates at 4.35%. It was unanimous. Inflation may have peaked, but the RBA still sees tail risks for inflation on the upside. So what do you do when you don’t need or want to raise rates but you want consumers to think yo ...
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 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 German economy stalled when the Ukraine war pushed up its electricity prices. Similarly, many economies are sputtering with the impact of the Iran war. Australia experienced higher gas prices at the start of the Ukraine war and many industries a ...
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 ...
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