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Luke Kinsella

This Month

Yoga, isolation or a ‘shadow’ board? How economists predict RBA calls

The art of forecasting what the central bank will do with interest rates is a difficult one and, it turns out, everyone has a different approach.

3 ways the tax system is stacked against the young (and 4 fixes)

As the federal government prepares to debate tax reform at a summit next month, we asked experts how to fix one big problem.

Guess who’s unhappy about the surcharge ban? Cafes and retailers

Small business says it will be the “piggy in the middle” as banks and credit card providers won’t lower fees enough to cover the loss of revenue.

Traders at the New York Stock Exchange. The growing use of artificial intelligence and quantitative tools has made markets more efficient, according to analysis from UBS.

Earnings seasons fuelled by AI? Faster, fiercer and more volatile

Surprise results have always taken weeks to be fully appreciated by investors. But a proliferation of new tools is killing the usual post-announcement drift.

Traders work on the floor of the New York Stock Exchange. Better than expected corporate results have buoyed markets, giving investors more optimism about returns this year.

Risk is back as investors shrug off Trump and buy up bitcoin, stocks

After retreating to havens like gold and hoarding cash, traders are back in search for bigger returns, sending markets and crypto to records.

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Arnie Selvarajah is a co-CEO of Bell Financial group with Dean Davenport. Both are company veterans, and are leading a transformation of the stockbroking giant.

Bell Potter trying to escape stockbroking ‘boom and bust’ cycle

The storied markets firm has struck a deal to expand its wealth management services as part of a 15-year strategy to increase and diversify its earnings.

Traders on the floor of the New York Stock Exchange. Many large funds have dropped expensive contracts for investment bank research, putting pressure on the resources that analysts have.

ChatGPT processed 100,000 earnings calls. It has views about analysts

New research suggests a 40 per cent fall in analysts dialling in. In Australia, veterans say it’s down to fewer, more junior, sell-side researchers.

The Australian sharemarket has ridden the wave of CBA share price growth over the past year, but analysts warn a large correction is on the way.

How much would the ASX fall if CBA returned to a ‘normal’ valuation?

Fund managers have steered clear. Analysts are recommending their clients sell. Now MST Marquee has calculated the big hit from a correction in shares.

The Queen Victoria Building in the Sydney CBD. Clothing sales powered a slight rise in retail turnover for May.

Markets see signs ‘cost-of-living crisis’ is finally coming to an end

Consumers are “increasingly positive” as household incomes begin to rise and inflation starts to fall, analysts say, in good news for struggling retailers.

June

Investors are hoping for a bump in the number of new listings on the ASX, after a quiet few years.

Tetratherix jumps on debut, capping strong week of ASX listings

The medical device manufacturer has developed a treatment for bone and tissue repair. Shares jumped 7 per cent when they hit the sharemarket on Monday morning.

A jogger passes Melbourne’s CBD. Victoria is one of the most indebted states in the country, a situation that will worsen, S&P warns.

Stop blaming pandemic for state government debt binge: S&P Global

The high-profile credit ratings agency warns that infrastructure spending and more handouts are causing a significant deterioration in finances.

Original URL: https://www.afr.com/by/luke-kinsella-p5383c