Today
Inside the great decline of Australia’s dairy industry
Local dairy farmers are facing another season of low milk prices, leaving many farms unprofitable as they also grapple with extreme weather and surging costs.
This Month
US dollar slide threatens super fund returns
The rising Aussie against the greenback is forcing Australia’s biggest investors to increase protection of overseas assets.
May
$A emerges as unlikely Trump turmoil safe haven
It isn’t just sentiment, with the Australian dollar’s share of global central bank currency reserves more than doubling, mostly over recent months.
Inflation data no barrier to another RBA rate cut
Headline inflation remained within the central bank’s target band in April, bolstering market confidence for further easing
Australian farmers go nuts as almond prices hit 10-year high
Local growers are making the most of Donald Trump’s trade war by charging China huge premiums for the tree nut. A weak Australian dollar is also helping.
Former Goldman economist splits from market, predicts big rate cuts
Now at Yarra Capital, Tim Toohey says the RBA will slash interest rates more aggressively than expected. Other economists say there’s little chance of that.
ASX to open lower, $A surges on Trump trade threat
Futures point to a 0.4 per cent fall when the S&P/ASX 200 opens on Monday, but a big sell-off in the greenback is helping boost the local currency.
Traders bet on July rate cut and more to follow
Bond traders are pricing in a good chance the RBA will deliver more rate relief at its next policy meeting in July followed by two more by year-end. Not everyone agrees.
RBA’s Bullock shocks market with ‘jumbo’ rate talk
Bond yields and the Australian dollar dropped as traders ramped up rate cut bets after Michele Bullock surprised with a more dovish tone on interest rates.
RBA could throw a curveball. Here are its 3 options
Markets and economists are expecting a second rate cut from the Reserve Bank this year, but there is always the chance of a surprise.
How fundies are trading the RBA’s looming rate cut
Fund managers are positioning for a more aggressive easing cycle in Australia compared to the US by piling into these ASX small-caps.
Market sticks with rate cut next week despite job surge
Investors temper their RBA bets after employment data smashes expectations, but they still see a strong chance of a move lower on May 20
Rate cuts still on the way after US-China tariff pause
Traders now expect ‘just’ three rate cuts in Australia after the US-China trade deal, but investors are still worried about the health of the global economy.
Risk assets rally as US-China trade deal exceeds fundies’ expectations
Investors and markets have cheered the major progress in a trade deal that will have Beijing and Washington temporarily easing tariff levels for at least 90 days.
Why the RBA is set to break away from the Fed and cut rates
Australia can act more swiftly than the US, which typically sets the tone for global monetary policy.
Three rate cuts coming but investor fear Fed’s next move
The Fed kept rates at 4.3 per cent; traders are still betting on a July rate cut, but pundits warn inflation and slowing growth could stop it from doing anything.
Hopes of Asian trade deal send $A to five-month high
A surge in currencies across Asia has pushed the currency above US65¢ amid hopes the White House is on the brink of announcing a deal in the region.
Why cattle prices just hit a two-year high
This week a cattle price benchmark climbed to the highest level since March 2023 partly thanks to Chinese buyers looking elsewhere for beef.
Expecting cheap Chinese goods to flood Australia? You may be shocked
Barrenjoey’s Andrew Lilley says rerouted goods from Donald Trump’s trade war will lift prices and force the Reserve Bank to be wary about rapid rate cuts.
April
Bond market too optimistic about rapid rate cuts, investors warn
Benign inflation data has boosted bets of a rate cut next month, but fund managers caution against the aggressive easing path implied by markets.