An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.
Should you invest now or wait for stock markets to settle? This is the number one question on every investor’s lips. The answer:
As we know, Australian industry has been dying for decades. So much so that we are leading the OCED into industrial oblivion.
I have repeatedly labelled the Australia-United States Free Trade Agreement (AUSFTA) a terrible deal for Australia that massively favours the US and disadvantages Australia.
The Market Ear with an amusing set-up for equities. The humans have turned bearish. The robots want to buy!
Elon Musk's association with the Trump Administration has contributed to the tanking of Tesla sales across the globe.
Alex Joiner, chief economist at IFM Investors, has published a series of charts illustrating the explosive growth in non-market (government-aligned) employment, which has pulled down the nation's productivity.
Goldman on the EUR rocket.
The Market Ear with more.
The prospect of interest rate cuts from the Reserve Bank of Australia (RBA) has engineered a rebound in Australian house prices.
Australia's inflation is falling. CBA forecasts that trimmed mean inflation will fall to 2.8% in January, within the Reserve Bank of Australia's (RBA) 2% to 3% inflation target.
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and scope of the attack are significant and mostly unconstitutional. The two most likely outcomes are:
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced nations.
Australia's manufacturing sector has shrunk to just over 5% of GDP, the lowest share in the OECD.
It's a very big debate for asset allocators by very big people that I respect on both sides.
