Yesterday
Nine rules for investors to navigate the trade war
Trade wars, like pandemics, have the potential to break traditional correlations in financial markets. But do not despair: trade wars also have their logic.
December 2024
Chalmers should pick ‘superforecasters’ for the new RBA board
The ideal member would have a deep and broad knowledge of many disciplines and be more likely to contribute to better predictions.
October 2024
Erratic Aussie dollar a factor in the RBA’s missed inflation targets
Over the past decade, the central bank’s policy choices have led to exchange rate levels that have made inflation challenges harder, not easier.
September 2024
China’s had deflation before. This is what it needs to do this time
Balance sheet issues were central to the contraction in previous deflationary episodes, and the resolution of these was key. Policymakers should focus on that.
August 2024
Whole-of-government should cut across ‘legacy’ portfolios
The big and wide-ranging issues that will dominate future decades require an integrated strategy office to be established to wrestle with complex, integrated problems.