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Christopher JoyeFinancial Review |
The central bank’s executive arguably had little choice, given what must have been deep fears that the board would override its recommendation to...
Although Australian inflation remains among the highest in the world, some think interest rates are about to settle.
As capital exits the non-bank sector, credit rationing could be next, and entrench a negative feedback loop.
Despite Australia’s strong economic growth, much of the damage has been inflicted in the post-pandemic period as government spending spirals out of...
As home values enter freefall, the RBA is doubling down on higher rates, setting the stage for what could be the worst property crash in the...
A conventional rate cycle would be brutal for equities and private markets. Yet investors are behaving as though the first Fed hike in three years is...
For Australia, the irony is that we import the shock without the boom. We account for a sliver of AI capex, yet an open economy pays the world price...
The savage repricing of long-term interest rates higher raises the hurdle rate for all investments.
The RBA has fallen behind the inflation curve and is running out of room to hide. But another two rate rises risks the biggest house price correction...
Former macro maven Scott Bessent is trying to bend financial markets and his own central bank to his will. History suggests this is a tricky trade.
With Australia staring down a record property downturn and hidden bank hybrid risks emerging, staying super liquid is the ultimate defence against the...
In the tycoon’s telling, humanity is on the cusp of “sustainable abundance”. Work is optional. Poverty is abolished. It is a beguiling vision,...
Investors seem to have missed the fact that the new Fed chair has already delivered his rate hikes.
AI is driving the biggest capex boom in 235 years, creating a world where we see the Fed spin 180 degrees and raise rates twice in the coming months.
That might be good or bad news depending on your perspective. Either way, blame Canberra’s catastrophic budget and the Reserve Bank of Australia’s...
These professional politicians behave like parasites, sucking the life out of private enterprise. But the blood suckers should be careful what they...
Elon Musk’s genius is difficult to synthesise because each part reinforces the others, beginning with a philosophical vulnerability: humanity lives...
We can’t tax and subsidise our way to productivity, but a radical tax and spending overhaul could build the world-class economy we deserve.
The main fairness issue with this budget is borrowing $267 billion over the next four years, robbing future taxpayers to buy votes in the present.
Younger investors with the largest exposure to high-growth assets will be hit hardest by the government’s tax changes
The government’s proposed changes to capital gains tax is likely to seal our fate as the most uncompetitive economy in the world.
Markets are pricing in a political fairytale but, with inflation surging, we’re just one Fed pivot away from a 2001-style horror story.
Investors are overlooking the risks of credit rationing by non-bank lenders and lower population growth – and why this could push property prices...
Although the Iran ceasefire will bring some relief, a nightmare wave of rate increases is just getting started and could trigger the next great...
The Iranian conflict has precipitated the dissolution of the Five Eyes alliance and Australia’s security guarantees.
Between the Iran war supply shock and the upward revision of “neutral” rates, we are staring at a cash rate of at least 5 per cent.
While the war in Iran is largely going according to plan, there are some nasty second-order consequences lurking around the corner.
Michele Bullock does not know if rates should go up. The central bank governor says she has time on her side, but that is dead wrong. We’re already...
The cryptocurrency, which has long purported to be an inflation hedge and superior store of wealth, has no intrinsic value and could prove to be...
The central bank’s reckless pre-election rate cuts have backfired. Its next move will show us whether it is truly independent.
The Reserve Bank of Australia is heading towards being the first central bank in the world to raise rates following a post-pandemic easing cycle.
Although the central bank pushed politicians to spend during the pandemic, it has been gun-shy when it comes to calling for them to tighten their...
The Bondi tragedy is more than just a religious conflict – it is an evil wrought by envy with the exceptions and the urge to handicap success.
We will get own version of Donald Trump one day, whether we like it or not. And for good or ill, the pendulum will swing back savagely in the other...
The challenge for the monetary policy mandarins is that politicians are pumping the economy full of more and more unproductive cash, driving inflation...
Although many assume that the artificial intelligence capex boom will herald deflation, it could precipitate higher price rises in the medium term.
Depending on your timing, the cryptocurrency – which has all the hallmarks of a Ponzi scheme – could easily be the best or worst investment you...
Although he often acts in cartoonish way, history will likely judge US President Donald Trump as the most important Western leader since the end of...
Investors should start thinking about how they will fare if central banks have to start tightening the screws again.
APRA’s questionable decision to phase out the Australian bank hybrid market is forcing consumers to take on more liquidity and credit risk in the...
The Reserve Bank may look through a third-quarter bump in inflation if the loosening of the labour market presages a sustained weakening of wage...
Inflation may stay the RBA’s hand when it comes to any further rate relief in 2025, but there’s another factor sure to drive house prices higher.
Tech leaders agree AI super-intelligence will transform our lives. But their visions range from enhanced human consciousness to AI-built bioweapons...
Investors have perhaps foolishly dismissed the possibility of the US Federal Reserve being forced to raise rates next year.
A structurally high-cost economy will make it difficult for the RBA to deliver deep cuts.
The latest move by the central bank has reinvigorated the search for yield, which is being amplified by the phasing out of the hybrid market
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