No one knows how the Middle East conflict will evolve. I’m reminded of the Talking Heads song, ‘Road to Nowhere’. There are multiple possible...
Interest rates and oil prices have been rising, and inflation appears poised to move higher. Housing and rent increases are crazy and damaging North...
The RBA Monetary Policy Board increased the cash rate by 0.25% to 4.10% yesterday as predicted by most economists. According to Adam Bowe of...
Markets are like a roller coaster. With many assets priced to perfection, it doesn’t take much to make them swing. The Middle East conflict...
War creates uncertainty and disrupts markets. Just a few days in, and already, the Trump administration is extending the term of the anticipated conflict....
After the US Supreme Court ruled Donald Trump’s global tariffs illegal, Trump took another option to impose the taxes. Combined with global geopolitical uncertainty,...
Strong US corporate bond issuance and demand show no signs of letting up with calendar year-to-date issuance of around US$309 billion, up almost 30%...
AI evolution is a bit like the invention of electricity. It has a very wide reaching impact on society, requires massive capital to develop,...
The RBA Monetary Policy Board unanimously decided to raise the cash rate yesterday by 25 basis points to 3.85%. History tells us that a...
According to the ABS, inflation jumped to 3.8% in the 12 months to December 2025, up from 3.4% in November.
The more important trimmed mean...

























