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A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Performance
In November, global markets boomed on the back of the Trump election, continuing into December [...]
Articles
Leith van Onselen Tuesday 17 December 2024 Treasurer Jim Chalmers says the federal government undertook [...]
Leith van Onselen Monday 16 December 2024 Last week, ABC’s Ian Verrender published an article on the “productivity [...]
Leith van Onselen Friday 13 December 2024 Financial markets have fully priced in dual interest rate cuts [...]
US inflation came in around expectations. It is probably getting better, but there is still [...]
US inflation came in lower than expected yesterday. It is probably getting better, but I’ll [...]
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, [...]
Stock markets boomed in October after being smashed in September. International stocks were up 7%, [...]
Over the weekend, China issued a sweeping directive to rescue its property sector. This was [...]
US inflation came in lower than expected overnight. Markets roared higher. It was a little [...]
Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After [...]
In tightening cycles, central banks typically raise rates until something breaks. We have had a [...]
US inflation came in hot overnight. It is worth noting that while there are some [...]
Stock markets were smashed in September. The US market fell over 9%, but closer to [...]
August was a tale of two halves. Global markets rallied for the first half of [...]
After crashing lower in June, stock markets staged a comeback in July. The ASX rose [...]
At a headline level, Australian dividend yields look good. They paid out 4.5% last year, [...]
There are two things that matter in terms of choosing a weight to Australian stocks [...]
June was the month that what we have been saying since the start of the [...]