All news stories

Weekend briefing: Winners & losers
US markets weaker; Canadian building stronger; China loan demand weak; India loan demand strong; Japan wins tariff battle with the US; UST 10yr at 4.20%; gold nears record again, silver retreats; oil stays low; AU$1 = 66.6 USc

Breakfast briefing: US glummer post-Fed, rest of world upbeat
US data lackluster; Canada posts surprise trade surplus; Japan business sentiment rises; Australian labour market weaker; UST 10yr at 4.12%; gold jumps, silver at another new record; oil falls; AU$1 = 66.7 USc

Only creative destruction will boost competitiveness
2025 Nobel laureate Philippe Aghion explains how advanced economies in Europe (or elsewhere) can find their way back to the technological frontier

Better news but bad decisions
US data generally positive; Japan ready for rate rise, machine tool orders strong; Taiwan exports stars again; German exports rise; UST 10yr at 4.17%; gold holds, silver at new record; oil falls on glut fears; AU$1 = 66.5 USc

The RBA holds its cash rate target at 3.6%
The Australian central bank struggles with the inflation outlook but sees risks tilting to the upside, even though they still think the inflation pressure is transitory

Competition for one year term deposits is heating up
Even though most of the top ten banks have raised their interest rate offers, and two more have now just done so, most are struggling to defend the raid on household deposits by Macbank

Breakfast briefing: Long bond yields keep on rising
US inflation expectations stable. US forced to subsidise farmers. Japan GDP shrinks. China exports zoom, surplus tops U$1 tln. German industrial production rises

For Macbank, the only direction is 'up'
Macquarie raises its fixed home loan rates across the board, with some increases quite large. This comes after aggressive rate offers to savers
