The 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 ...
Learn moreThere are different budgets for different times. Sometimes a government needs to tighten its belt and record a solid surplus. Other times, money needs to be handed out to forestall a recession. Despite the turbulence of the war in Iran, this year’ ...
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 moreFor a third consecutive meeting, the RBA raised interest rates by 25 bps. The cash rate is now at 4.35%. Eight members of the Monetary Policy Board voted for the 25 bps rise, while one voted to hold. The RBA has raised interest rates hard and ...
Learn moreMuch has been made of Australian house prices, particularly in Australia. A recent report claims that Australian residential property has never been less affordable. First home buyers now need to save over 11 years for a 20% house deposit. However, look ...
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 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 moreEvery era has its key resource. In the Bronze Age it was tin, and in the 20th century it was oil. As we move into the AI era, data centres are emerging as the key resource, and Australia ranks eighth in the world for the number of data centres as of Mar ...
Learn more