It's amazing how two economists can see the macroeconomy so differently.
For 13 years, this website has tracked the decline and fall of Australian policymaking. We have been astounded at how low politics and policy can go at every turn, but in actuality, this is a reflection of our age.
A couple of notes from BCA make some good points about the prospects for Chinese growth.
Albert Edwards at Societe General is always worth reading.
While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues to go bust at an alarming pace:
Yesterday, RBA Governor Bullock restated last month's interest rate guidance in ongoing evidence to Australia's parliament
All of the GDP partials have been released, suggesting that Wednesday's Q1 national accounts will show a deepening per capita recession, led by the household sector.
FTAlphaville has ripping post on AI.
The March quarter national accounts, the most comprehensive measure of economic activity, will be released on Wednesday.
The Melbourne Institute’s headline and trimmed mean inflation gauge continue to lose steam.
More from the RBA's new deputy, Andrew Hauser:
Last year, I was wrong about NVIDIA. NVIDIA, in many ways, got "lucky" with crytpo revenue in the early 2020s. NVIDIA happened to have a chip that was efficient at mining, and revenue boomed, then busted. I think that coloured my view on the artificial intelligence market. However, NVIDIA has ...
How to Make Pre-Tax Concessional Contributions & After-Tax Non-Concessional Contributions to Super Including Catch-up Contributions In this article, I will run through the different ways of getting money into Superannuation while you are in accumulation phase. Then I will show you some examples ...
Quick heads up for investors: the US and Canada are changing to T+1 next week. Some doomsayers are calling for widespread disruption. It is worth considering whether this is a Y2K event or something more sinister.
I'm going to look at some different options for superannuation strategies: