Economy / Opinion
Reserve Bank of Australia facing a delicate balancing act
6th Jun 25, 11:13ambyGuest
Extreme weather events have slowed economic growth, adding to the case for another rate cut
Economy / News
Breakfast briefing: US equity markets recoil at more instability
6th Jun 25, 9:09ambyDavid Chaston
US data volatile and becomes unreliable; Xi and Trump talk; Canadian exports drop hard; China service sector expands; ECB cuts; freight rates jump sharply; UST 10yr at 4.39%; gold down and oil holds; NZ$1 = 60.4 USc; TWI-5 = 68.3
Public policy / Opinion
China must not fear fiscal expansion
5th Jun 25, 2:26pmbyGuest
Yu Yongding argues that China's only hope of achieving its 2025 growth target lies in infrastructure development
Public policy / Opinion
Non-credible America
5th Jun 25, 10:26ambyGuest
Aziz Huq sees no reason to believe that the US has the capacity to commit to international trade agreements
Banking / News
ASIC says RAMS has allowed a systemic organisational governance failure by not adequately supervising its franchise network
4th Jun 25, 10:20ambyadmin
ASIC sues Westpac-owned RAMS for systemic misconduct in arranging home loans
Public policy / Analysis
Global economic outlook shifts as trade policy uncertainty weakens growth
4th Jun 25, 9:45ambyadmin
The OECD warns that global growth is expected to slow, inflation may prove more persistent than expected, and investment has been weak and isn't expected to recover much
Business / Analysis
What Alibaba and Peking Uni analysis tells us about marketing in China
3rd Jun 25, 6:57pmbyMark Tanner
Mark Tanner says new in-market analysis in China shows a shift in consumer preference – from price-led purchasing to choices anchored in quality and brand strength
Business / Analysis
What is gold's optimal portfolio weight in a higher correlated environment?
3rd Jun 25, 9:01ambyadmin
A gold analyst suggests when the bond-equity correlation flips from negative to positive, a larger allocation to gold is required to retain the initial level of portfolio risk
Economy / Opinion
Farewell, America
27th May 25, 11:21ambyadmin
While no one is surprised to see Trump's administration ditching America's longstanding global responsibilities, the pace of the change has been remarkable. Already, a void is opening up within the world order, creating opportunities for Europe and China
Public policy / Opinion
Where to from here for interest rates in Australia
21st May 25, 9:16ambyRoss Stitt
Ross Stitt unpicks the mix of data, risks, politics, and overseas influences on the RBA's cash rate target decision making to glean an insight into where Australian rates are headed
Public policy / News
RBA cuts its cash rate target by 25 basis points
20th May 25, 5:13pmbyadmin
Another rate cut by the central bank takes the policy rate down to 3.85%, its lowest since May 2023. Today's cut was as markets expected
Public policy / Opinion
The future of American soft power
20th May 25, 9:07ambyadmin
The late Joseph Nye laments the dark turn of the US in international relations, saying the country will be sharply handicapped when it tries to recover from the deep damage underway
Public policy / Opinion
Carbon pricing is advancing (despite Trump)
19th May 25, 10:09ambyadmin
Adair Turner calls attention to recent significant breakthroughs in long-distance shipping and heavy industry
Business / Analysis
What happened to US exceptionalism?
19th May 25, 10:01ambyadmin
When sentiment slumps and bond vigilantes return, is the only way for gold 'up'? especially when equity valuations seem unreasonably high
Public policy / News
Moody's downgrades the US government after warnings ignored
19th May 25, 9:47ambyadmin
A year after it warned them, Moody's Ratings has downgraded the US Government credit rating after things got worse, in a move that will put upward pressure on benchmark bond yields
Business / News
A shattered covenant
16th May 25, 8:37ambyDavid Mahon
David Mahon says China is responding to the US tariff war by focusing on its internal challenges while strengthening new alliances with the economic refugees of the fragmenting global order
Business / Analysis
Why premium still wins in China
15th May 25, 12:57pmbyadmin
Mark Tanner says there are plenty of Chinese consumers prioritising price. But there are also tens of millions who are willing to pay more for products they perceive to be safer, better, or more 'emotionally resonant'