Webinars
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 [...]
Inflation is not out of control in the US. However, the last three months have [...]
Over the last few weeks, financial markets have recently adjusted expectations to reflect a [...]
There are a lot of “potential” investors on my mailing list. Waiting for the [...]
Just a quick post as I’m musing the consequences of what could be a fundamental [...]
Two of the best-performing stocks in our portfolio over the last year or so have [...]
US inflation came in low. Services are still running hot, but that is mostly driven [...]
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
For 13 years, this website has tracked the decline and fall of Australian policymaking. We [...]
A couple of notes from BCA make some good points about the prospects for Chinese [...]
Albert Edwards at Societe General is always worth reading. US growth expectations have crashed in [...]
