All news stories

Moves and countermoves in the savings sector
Both big and challenger banks have moved to counter Macbank's recent hikes in term deposit and savings account rates

Breakfast briefing: Lots of data, few gains
US jobless claims rise, factory surveys improve; US rural sector suffering; China bank lending improves; Australian inflation expectations stay elevated; UST 10yr at 4.16%; gold stays high; oil drops hard; AU$1 = 57.4 USc

'The states are spending like they are in lockdown': S&P
NSW and Queensland are singled out as at risk of a credit rating downgrade as infrastructure projects and entitlement claims mount, while tax increases become politically much harder

Commbank raises all its fixed home loan rates
Fixed home loan rates are on the move higher. All banks are looking at raising fixed rates now as sentiment shifts to higher rate expectations in 2026

Breakfast briefing: Trump's Epstein-distraction projects unnerve markets
US data mixed with dodgy aspects; China trade surplus huge; Japanese machine tool orders jump; South Korean surprise; global growth stable; UST 10yr at 4.14%; gold up, silver zooms again; oil on hold; AU$1 = 66.8 USc

Breakfast briefing: Powell winning the tussle with Trump, so far
US inflation unchanged; US jobs weak; sentiment surveys waver; Japan data good, snap election likely; Australia sentiment eases; UST 10yr at 4.17%; gold stable, silver higher; oil up; AU$1 = 66.8 USc

How big is the iceberg?
Nolan Fahrenkopf says rogue nations are capitalising on gaps in crypto regulation to finance weapons programmes

The 2026 outlook calls for recalibration
Mohamed El-Erian thinks that last year's economic tailwinds will give way to more challenging conditions as the AI narrative fades

Breakfast briefing: Powell shirt-fronts Trump's cheap tactics
Bogus claims against Fed boss being watched closely; Indian CPI stay low; Australian household spending rises; Google's AI chops power its valuation; UST 10yr at 4.18%; gold hits new record, oil stable; AU$1 = 67.2 USc
