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The Australian dollar has been in free-fall for a number of months, but has rallied [...]
Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
Australia’s manufacturing sector has been in terminal decline for 40 years, with the sector’s share [...]
Late last month, the International Monetary Fund (IMF) released its annual review of Australia, which [...]
Last weekend, I was interviewed by Radio 2GB/4BC on Australia’s housing crisis. As readers know, [...]
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 [...]
