AI could make Governments slower

Sami Mahroum warns that AI technology could flood public agnecies with more work than human decision-makers can realistically oversee

After the AI bubble bursts

Barry Eichengreen warns that opacity prevails in the private debt markets that are funding the AI boom. Investors need to watch out because regulators are not making information easy to obtain

The risks of mixing personal and business finances

Lynda Moore says uncomplicated, clear financial habits can simplify and clarify the way your small business is performing, and prevent some very messy surprises

Weekend briefing: Governments face some tough math

US inflation reported as unchanged but other US metrics tell a rising story; Japanese PPI stays very high; copper eases; UST 10yr at 4.98%; gold holds, oil eases but Yemen gets more risky; AU$1 = 71.7 USc

Today's changes to interest rates

Here are the changes the main banks have made to retail interest rates on Thursday, September 11, 2026

APRA takes action to address material liquidity breaches by ING Australia

ING Australia now has to hold additional capital and liquidity in response to material breaches of the bank’s minimum liquidity requirements

July mortgage stress up to an 18-year high

Almost one third of home loan borrowers are now in mortgage stress says Roy Morgan, almost back to GFC levels in 2008

Housing downturn spreads as 93% of capital city suburbs record winter value falls

Cotality's national Home Value Index fell 0.9% in August, marking a fifth consecutive month of decline. Sydney leads the downturn, outpacing its earlier 2022-23 correction due to falling demand and higher stock levels

How much does your insurer really know about you?

Insurers have a lot of data about us. Fei Huang looks at where they get it from, and how they use it

The US Fed and the US Treasury are in denial

Katharina Pistor thinks the US Fed and the US Treasury have lost sight of their central, but not independent, role in financial markets

Is the Trump Treasury panicking?

Kenneth Rogoff warns that fiddling with bond maturities won't save the US from the painful fiscal choices ahead

The CPI rose 3.5% in the year to July

Inflation falls from June as expected but not by as much as expected. Housing is up 5.0%, food is up 3.2%

Where will the global bond rout hit growth and equities?

Nouriel Roubini argues that in the US at least, rising yields partly reflect credit demand and potential future growth

The US dollar's outer defenses have been breached

Harold James explains what is really driving the Trump Administration's currency and bond-market interventions

Why most homeowners don’t need to lose sleep over negative equity

Curtin professor Steven Rowley says homeowners need not worry about recent house price falls if you purchased to live in a house - demographics and structural market imbalances will see you right

New home loans fall in the June quarter

Finally there is some light in the battle to make housing affordable again. The new Budget rules have quelled residential investor animal spirits that were chasing capital gains and tax advantages

Consumers left in the dark about rising car insurance premiums, ASIC warns

ASIC claims car insurance premiums are 'surging' and insurers are opaque about the reasons when communicating with customers. They are baffled why consumers aren't switching even though 'negotiating works'