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Christopher JoyeFinancial Review |
While equity markets have been ebullient, we are having the worst bankruptcy cycle in most developed nations since the global financial crisis.
Getting diversification across currencies was one of the best trades of 2024. But the year ahead is complicated by the advent of the new Trump...
The Reserve Bank of Australia appears set to ease interest rates in a move that will support its political masters heading into a problematic poll.
Australia’s economic story has become dominated by public rather than private activity as politicians spend crazy amounts of money to buy votes.
The latest inflation readings imply that there is a possibility the Reserve Bank of Australia could start easing early in the new year.
Equity investors are slowly waking up to the risk of Donald Trump returning to the White House.
Markets should keep a close eye on where yields land after Donald Trump or Kamla Harris claim victory on November 5, writes Christopher Joye.
Government spending crowding out private sector activity means that inflation and interest rates are likely to remain high.
Household leverage has declined in the US and Europe, but the lax approach of Australia’s central bank has fuelled a record increase in household...
Investors are puzzling over what to do with their hybrids following APRA’s proposal to phase out the sector.
Financial markets have entered a dangerous new economic environment defined by unusually elevated uncertainty after the US Federal Reserve’s...
The prudential watchdog wants to boost bank leverage and raise the risks depositors and taxpayers face in the name of ameliorating its regulatory...
Investors need to consider whether they are getting sufficient additional returns for the risks that debts issued by unregulated non-bank lenders...
It is awfully hard beating inflation out of the system without a real recession. Most soft landings have ended up triggering even higher interest...
Very low inflation readings in the coming months will change the interest rate debate.
The haughty deputy governor of the Reserve Bank should focus on ensuring the central bank does not once again become a false prophet, writes...
The central bank’s hawkish pivot has no credibility given it is not willing to do the bare minimum and raise interest rates in line with global...
A hot inflation figure on Wednesday would show we are in the grip of a structurally persistent crisis which has been underestimated in three of the...