Artificial intelligence
Hot Take: Government by AI
Did the Trump administration use AI to devise its tariffs?
Hot Takes
Available to Paid subscribers, Hot Takes are timely, concise updates on the latest economic indicators and market-moving news.
Growth
Hot Take: Solid growth, hidden pressures
Australia's December quarter GDP was robust but there are plenty of gremlins lurking beneath the surface, with implications for inflation and interest rates.
Monetary policy
Hot Take: A hawkish cut
The RBA has cautiously cut rates, but was it a mistake? Implications for the federal election and a warning from America.
Trade
Hot Take: The dumbest trade war in history
Trump's tariffs on Canada and Mexico are a case of self-flagellation—hurting consumers, exporters, and US credibility with no real gains.
Inflation
Hot Take: Rate cuts are coming soon
The December quarter CPI inflation data were softer than expected.
Elections
Hot Take: Trump's first day
US President Donald Trump has already signed a hundred executive orders with wide-ranging implications, including for Australia.
Employment
Hot Take: The labour market keeps on trucking
Strong labour force data in December have all but ruled out a February rate cut.
Inflation
Hot Take: November's inflation and the RBA's dilemma
Inflation cooled in November, with implications for interest rates.
Canada
Hot Take: The end of Trudeau
Canada's Prime Minister Justin Trudeau has resigned. The Albanese government could learn a thing or two about how it all went so wrong.
Hot Takes
Hot Take: The Aussie dollar's fresh lows
The Australian dollar's slide to fresh lows reflects complex global and domestic forces, with implications for trade, competitiveness, and economic policy.
Monetary policy
Hot Take: Australia's narrowing path
A new report warns Australia's path to economic stability hinges on tackling inflation, tax reform, and curbing overspending.