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 world’s biggest steel maker needs to decarbonise its steel. Every year, China’s 1 billion tonnes of steel production results in around 2 billion tonnes of carbon dioxide. If China’s steel industry was a country, it would be the fif ...
Learn moreAny small, open economy depends on its major trading partner to flourish. Canada and Mexico need the US, Sweden and the Netherlands need Germany, and Australia needs China. As the major trading partner goes, so does the smaller dependant trading partner ...
Learn moreGauging the fallout from Trump’s tariffs will take months if not years but for US beef exporters, the impact has been immediate. China is delaying the renewal of export licenses for US abattoirs. Australian beef exporters have experienced similar ...
Learn moreBridges may be crashing down, cargo ships sinking in the Red Sea, and the Panama canal drying up but the major stock markets continue to push new highs. If we are in an AI stock market bubble, surely ChatGPT would tell me? The US has gone from &ldqu ...
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 ...
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 moreCentral banks are still waiting to see more data before declaring victory against inflation but it seems like the war has already been won. ”Happy Xmas (The war is over).” Even better, a soft landing still seems the most likely outcome for t ...
Learn moreWith the return of El Nino, conditions are hotting up in Australia. However, the US bond market is also feeling the heat with a sell-off leading to higher yields for longer-dated bonds. These are conditions not seen since the 1980s! Back in the People&r ...
Learn moreThis was the month that disappointment in China’s missing economic rebound turned into schadenfreude shock over further dire developments in its property market. Meanwhile, Australia and the US continue to chug along with slowing inflation and eco ...
Learn moreAustralia and the US are looking towards soft landings with inflation on the way down and resilient domestic economies. Japan may have begun monetary tightening while China and the UK remain economic disappointments. What is happening in Australia? ...
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