High levels of foreign migration have become contentious throughout the developed world. A 2023 Dutch study even sought to calculate the net-fiscal benefit of migrants by origin. So while reading Australia’s 2026-27 Medium-term Budget Outlook, a s ...
Learn moreHigh levels of foreign migration have become contentious throughout the developed world. A 2023 Dutch study even sought to calculate the net-fiscal ...
Learn moreHigh levels of foreign migration have become contentious throughout the developed world. A 2023 Dutch study even sought to calculate the net-fiscal ...
Learn moreSydney remains Australia's most economically important city, contributing significantly more to national GDP, however Melbourne's population is catching up. Ever since Melbourne was founded by Batman, Melbourne has been Sydney’s nemesis. T ...
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 moreAs expected, the RBA cut the cash rate by 25 bps to 3.6% at its August meeting. Even your Uber driver could have predicted the outcome given recent data! However, rather than focussing on the interest rate cut they all so desperately wanted last mee ...
Learn moreOver the last 16 months and particularly in the last 6 months, online sales have outpaced total retail sales (see chart below). The RBA expected consumer spending to start increasing from the December quarter, it looks like much of the increase is going ...
Learn moreVacancies have more than doubled for some Australian industries since just before the pandemic. Companies just can’t get enough workers! This is despite rising interest rates and a slowing economy. The situation is similar in the US, however, ther ...
Learn moreInflation is rearing its ugly head again in the US and UK. Santa may find that the fire at the end of the chimney is hotter than he bargained for! Meanwhile, in Australia, the RBA has signalled that interest rate cuts are on their way as the Australian ...
Learn moreNational property prices fell for the first time in 22 months in December and was enough to push the December quarter into the red. Capital cities (namely Sydney and Melbourne) dragged the national average down (see chart below). Is this a sign of the v ...
Learn moreAt a Glance: The private credit market is growing fast but faces regulatory scrutiny due to high leverage and reliance on cash guarantees Asset-Backed Lending offers a more structured and predictable risk profile making it an attracti ...
Learn moreEven when central bankers are surprised, they do so conservatively. Jerome Powell cut rates 50 bps but then did his best to allay any concerns that the US economy is secretly worse than it seems. Meanwhile, in Oz, the RBA remains alert but not alar ...
Learn more