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 [...]
The latest stimulus announcement from China looks a lot like the last six or seven [...]
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by [...]
It has been a volatile 6 months in macroeconomic outlooks. A year ago, it [...]
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one [...]
JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The [...]
On the surface the Australian stock market looks cheap relative to the world market. In [...]
As we thought it might, mid-last year, the commodity supercycle has gone as fast as [...]
