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30 June 2025
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Accounting losses from a pandemic inspired bond buying spree have wiped out the RBA's equity and more, pushing its balance sheet into negative equity territory. How did it happen and what lessons can be learned?
Australia should break away from the dogmatic belief that the RBA must be independent of Government. How can it be, when the RBA is the country's largest single creditor, owning around 40% of government debt?
By keeping interest rates on hold this month, the RBA expects that rate increases to date will eventually weigh on consumers and house prices. Is the RBA early or is it wrong, and what are the implicatons for markets?
The response to inflation in advanced economies has seen rapid interest rate rises, but the money supply has remained elevated, particularly in Australia. Should the RBA be doing more to reduce its balance sheet?
The 60/40 portfolio has performed poorly during the recent period of high inflation. With peak inflation likely behind us, here's a stock-take on the year so far and what it might imply for portfolios going forward.
Fund manager Stanley Druckenmiller gave a much-publicised interview at the 2023 Sohn Conference in the US last week. In this extract, he warns about the asset bubble the US Fed has created and his dire expectations.
Australia's economy is in good shape after the extraordinary shift in global markets over the past 12 months, but here are nine macro and geopolitical factors for investors to check in a rapidly-changing world.
The RBA and interest rate markets are underestimating inflationary pressures. Combined with a government intent on increasing wages, there's a risk of entrenching higher inflation in Australia compared to elsewhere.
For the world’s central banks, the second half of 2022 has been dominated by addressing ‘today’s problem’ of high inflation. In 2023, the banks will switch focus to 'tomorrow's problem': global growth and unemployment.
The Federal Reserve rate hikes will crunch demand from businesses and consumers in the US. But their greatest impact will be on countries outside America that will be starved of capital when they need it most.
Rather than futile attempts to pick the bottom of the market, it's better to focus on improved valuations in quality companies and wait for the recovery in their businesses. But there are also problems to avoid.
Not long ago, globalisation seemed on a relentless growth path, promising to bring everyone into a global economy. But with politics, pandemics and the Ukraine war, 'geoeconomics’ will lower living standards for all.
Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.
The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.
You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.
The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.
The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.
Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.