Like a heroine in a horror movie that suddenly feels that something is not quite right, the RBA Board is starting to feel a little uneasy. Sure inflation is still sticky, the labour market tight, and the economy slowing but the consumer is reducing thei ...
Learn moreAgeing populations can be a real drag. A drag on government finances, debt, and economic growth. Many countries with fast ageing populations look to the future with foreboding. Australia however is doing better than most. Thanks to government foresight ...
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 moreThe cash rate was left unchanged on Tuesday. RBA Governor Michele Bullock channelled Paul Atreidies at her press conference in talking about “keeping on the narrow path” to a soft landing. However, in terms of interest rate cuts, we are ...
Learn moreHave you ever looked at your credit card or mortgage interest payments and felt sick? Well, the US federal government is expected to pay USD 870 billion in interest payments this year which is around USD 48 billion more than it is expected to spend on d ...
Learn moreUS tech stocks tore it up in February with Nvidia and Meta reaching new highs. Meanwhile, the Chinese stock market found its inner dragon, Germany’s green economics is seeing red, and Australia ponders strong wage growth, falling iron ore prices, ...
Learn moreGovernor Michele Bullock left the cash rate unchanged on Tuesday. In December, the RBA had been reluctant to act without more information. By the meeting in February, they had received more information and there were no major surprises. Goods in ...
Learn moreAt a Glance: The U.S. market's abundant dry powder creates a highly competitive environment, with investors and General Partners (GPs) targeting larger, established companies, often leaving smaller, viable businesses underfunded. Despi ...
Learn moreAfter raising interest rates at its November meeting, the RBA did not have enough information at its December meeting to justify any bold moves. A decrease in monthly inflation for October was encouraging and the large increase in the quarterly Wage Pri ...
Learn moreIncreasing financial stress on mortgage payers While Australia is not in recession, it sure feels like it for many households. The tube of toothpaste is being squeezed from both ends with rising living costs at one end and rising mortgage payments a ...
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