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Christopher JoyeFinancial Review |
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
The explosive growth in Australia’s debt market has helped it become a major global funding source.
Since American businesses are bearing almost all the cost of the president’s trade war, corporate profits could come in for a beating.
The Reserve Bank underperforms next to major global central banks on foretelling, which probably shows why it is so focused on seeing hard economic...
Politicians around the world have a habit of running big budget deficits to spend money on voters today by borrowing money from voters in the future.
The central bank has of late blown-up so many of its media voice pieces – wording them up only to change its mind – that traders have stopped...
There is speculation afoot that China’s hardline President Xi Jinping may be replaced by a much more pragmatic and Western-friendly successor.
The president’s pre-emptive strike on Iran helps bring greater stability to the region while potentially ushering in a new regime for financial...
US involvement in wars in Europe and the Middle East could open the door for China to have a crack at Taiwan.
The heightened global uncertainty wrought by the outbreak of war between the two countries only reinforces the likelihood the RBA will continue to cut...
The breakdown in relations between the US president and the world’s richest person could push long-term interest rates a lot higher.
Crazy levels of government spending, and Victoria’s status as one of the most indebted states in the world, helps explain Australia’s miserable...
Interest rates would be a lot lower in Australia were it not for the government spend-a-thon, writes Christopher Joye.
As central banks ease monetary policy, default rates should decline.
The US president has shifted into uber-spruiker mode in a quest to build a bridge between his short-term pain trade and a more prosperous vision of...
The great entrepreneurial and innovation drive of the postwar period is dead and buried.
The US president knew he needed to drop neutron bombs to shock his counterparties out of their stubborn stupor.
Investors need to be bold during these dark days. You want to be buying when the crowd is throwing the baby out with the bathwater.
The US tariff regime will be hard for markets but creates opportunities elsewhere.
The correction may only be getting started. Equity markets could easily fall another 20-40 per cent.
As Department of Home Affairs former secretary Michael Pezzullo says, the country is not remotely ready to defend itself. We need to have nuclear...
Don’t believe the “hopeium” that Donald Trump is bluffing on tariffs.
The states’ debt-servicing costs will probably continue to skyrocket as investors demand compensation for their fiscally reckless ways.
While equity markets have been ebullient, we are having the worst bankruptcy cycle in most developed nations since the global financial crisis.
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