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14 October 2024
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Financial commentators seem to have forgotten the leading cause of inflation: growth in the supply of money. Warren Bird explains the link and explores where it suggests inflation is headed.
Market consensus is that the US Federal Reserve will cut interest rates well ahead of the RBA. The latest data has cast doubt on this, raising the prospect of an earlier RBA cut to prop up a faltering economy.
Former RBA Governor Ian Macfarlane says our economy has held up well given the sharp spike in interest rates. He thinks that economic strength plus high inflation mean rates are more likely to go higher than lower in 2024.
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?
News outlets and RBA watchers use a handy tool from the ASX to gauge market predictions for the RBA cash rate. Yet the tool has an obvious flaw that needs to be fixed to better reflect current monetary policy.
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?
Former RBA Governor Ian Macfarlane says current serviceability buffer rules are making it difficult to refinance fixed-term loans, warning the government may need to step in if things get 'really nasty'.
The Reserve Bank Review spells out why the current Board structure has led to multiple policy errors, and explains why it needs to change. Alternative opinions from internal experts did not reach the Board.
Australian shares are likely to outperform in 2023 helped by stronger economic growth and increased demand from China supporting commodity prices. Certain sectors could be set to sizzle while others may be left behind.
A-REITs have been hit hard by this year’s sell off, underperforming the market by over 18%. The RBA prioritisation of growth over inflation could provide the catalyst for a turnaround in performance in 2023.
Paraphrasing Paul Keating, Don Sanders was central to the transformation of Australia into an open economy in the 1990s. We look back at an extraordinary career that straddled central banking and commercial banking.
One of the major questions confronting investors is the portfolio weighting towards Australian banks in an environment of rising rates. Do the recent price falls represent value or are too many bad debts coming?
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?
A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.
The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.
Most market players today seek quick rewards and validation of opinion. Outsiders willing to combine new technology with old-fashioned patience and focused analysis can prosper.