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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 [...]
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 [...]
While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues [...]
Yesterday, RBA Governor Bullock restated last month’s interest rate guidance in ongoing evidence to Australia’s [...]
All of the GDP partials have been released, suggesting that Wednesday’s Q1 national accounts will [...]
FTAlphaville has ripping post on AI. A popular view of generative AI is that it’s [...]
The March quarter national accounts, the most comprehensive measure of economic activity, will be released [...]
The Melbourne Institute’s headline and trimmed mean inflation gauge continue to lose steam. While May’s [...]
More from the RBA’s new deputy, Andrew Hauser: “Mark encouraged us to be challenging about [...]
