Hot Takes
Does Canada's election have implications for Australia?
Peter Dutton needs a miracle.
Hot Takes
Sharp, concise updates on the latest economic indicators and market-moving news.
Housing
Dumb and dumber housing policy
Both major parties are set to throw cash at first home buyers, which in Australia's choked housing market, will bid up prices and unleash unintended consequences.
Artificial intelligence
Government by AI
Did the Trump administration use AI to devise its tariffs?
Growth
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
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
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
Rate cuts are coming soon
The December quarter CPI inflation data were softer than expected.
Elections
Trump's first day
US President Donald Trump has already signed a hundred executive orders with wide-ranging implications, including for Australia.
Employment
The labour market keeps on trucking
Strong labour force data in December have all but ruled out a February rate cut.
Inflation
November's inflation and the RBA's dilemma
Inflation cooled in November, with implications for interest rates.
Canada
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
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.