Performance
Where to now for investors? A big backdown on tariffs earlier this month saw markets [...]
Articles
RBA Governor Michele Bullock’s media appearance this week was viewed as a victory lap in the [...]
Australia is a kind of mind-moulding autocracy in which the words “immigration” and “racist” are [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
The Q4 national accounts release from the Australian Bureau of Statistics (ABS) revealed that households [...]
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 [...]
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 [...]
