Be prepared, isn’t that what the Boy Scouts and Girl Guides tell us? Momentum is building with the market expecting the RBA Board to cut...
Australian quarterly CPI was 0.7% for the quarter to June 2025, meeting market expectations. Over the 12 months, the preferred trim mean was 2.7%,...
The US Fed looks set to cut rates tonight, but will it be by 25 basis points or 50? I’m more inclined to think...
The Federal election and the eloquent speeches afterwards by the two party leaders, reinforces our stable democracy and that Australia is a good place...
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 assassination attempt on Donald Trump shouldn’t come as a surprise given his polarising views. Uncertainty can send investors back into safe-haven assets, but...
The market is irrationally exuberant according to more than one commentator, and can remain so for some time. But what are the early warning...
The impact of higher US tariffs is starting to show in the numbers with US annual headline, June CPI, increasing to 2.7%, up from...
Bond issuers don’t like uncertain markets. It’s harder to price new issues, especially if there’s volatility in benchmark government bond prices. So, Trump’s relaxation...
When it comes to setting interest rates, there is this saying, take the lift up but the escalator down. Rising inflation needs to be...

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