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Michael Read

This Month

Inflation and unemployment data in January will be key to the RBA board’s decision on interest rates.

Soft wages, growth revive chances of first RBA rate cut in February

The Reserve Bank has signalled it could be ready to cut the cash rate early next year if upcoming data meets expectations, bolstering Labor’s re-election prospects.

The IMF has called for regulators to consider tightening Australia’s already-stringent home lending laws, pushing back on a Coalition plan to relax home loan regulations.

IMF calls for home lending crackdown when rate cuts arrive

The International Monetary Fund says regulators should consider tightening Australia’s already-stringent home lending laws, pushing back on a Coalition plan.

The fund says there is a ‘significant risk’ inflation stops falling due to the still-strong jobs market and rapidly rising government spending.

‘Significant risk’ Australian inflation might stop falling: IMF

The IMF says the still-strong jobs market and rapidly rising government spending could cause disinflation to stall, leading to calls for fiscal restraint.

The footage of Oscar Jenkins, with his wrists bound, was shared widely by pro-Russian social media accounts.

Toorak cricket club to Ukraine war zone: Russia takes Aussie prisoner

Melbourne man Oscar Jenkins may be the first Australian captured by Russia while fighting for Ukraine, and the government is urging Russia to respect international laws.

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The Productivity Commission said the policies could have kept workers tied to unproductive businesses that otherwise would have collapsed in the pandemic.

JobKeeper saved jobs but killed productivity, says commission

Pandemic-era policies abated unemployment but kept workers attached to dud employers, the Productivity Commission says.

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Treasurer Jim Chalmers.

Coalition nuclear fund would deepen $90b off-budget blowout: Chalmers

A record $90 billion of spending over four years will be obscured in off-budget funds, but Treasurer Jim Chalmers says it would be worse under the Coalition.

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Capital gains benefit spikes to $22.7b as property investors sell out

Treasury estimates forgone taxes from the capital gains tax discount in 2024-25 have more than doubled since the last estimate in February 2023.

RBA Review panel member Renee Fry-McKibbin

Star pick for RBA board backed lower interest rates

Renee Fry-McKibbin was a monetary policy dove in 2022, according to Barrenjoey, backing in a low cash rate even as the central bank delivered supersized hikes.

Marnie Baker, Renée Fry-McKibbin, Jennifer Westacott, David Thodey,  Danny Gilbert and Swati Dave will come board members at the Reserve Bank.

Chalmers brings former bank CEO, economist on board in RBA overhaul

The appointment of ANU professor Renée Fry-McKibbin and former Bendigo Bank boss Marnie Baker sets the scene for the biggest shake-up of the central bank in decades.

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Treasury secretary Steven Kennedy and Treasurer Jim Chalmers.

Treasury breakdown reveals culprits in $20b state spending splurge

The top spending jurisdiction was Queensland, which accounted for $6 billion of the $20 billion worth of extra spending commitments that Treasury missed.

Sagging job ads  put rate cut on agenda

RBA could accept lower unemployment without inflation risk: economists

Others warn the jobs market may now be running too hot, and a longer period of elevated interest rates will be required.

Unemployment rate.

‘Bye-bye’ February rate cut as unemployment rate falls to 3.9pc

More than 35,000 people found jobs in November, pushing the unemployment rate below 4 per cent for the first time since March.

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Reserve Bank governor Michele Bullock.

Bullock opens door to February rate cut as RBA pivots

RBA governor Michele Bullock says she has more confidence inflation is returning to target, reviving the prospect of a pre-election interest rate cut.

ACTU secretary Sally McManus on Monday called for interest rate cuts outside the Reserve Bank.

Union growth is back under Labor after a decade of decline

The ACTU says a return to collective bargaining under the Albanese government has helped unions increase their membership to 13 per cent of the workforce.

Victoria is now the fourth most indebted advanced economy state government outside the US. It may soon find there’s a fine line between nation-building and overbuilding.

How Victoria became one of the rich world’s most indebted states

Victoria is the fourth-most indebted advanced economy state government outside the US. It may soon find there’s a fine line between nation-building and overbuilding.

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Charter Hall’s David Harrison said the opening of new CBD metro stations would mean fewer companies working out of North Sydney.

Australia is now an economic ‘problem child’: McKinsey

Business investment is at recession levels as the country’s productivity growth slumps to 30th out of 35 rich countries, says a new report.

The bosses of BHP and Wesfarmers have called on Labor to overhaul the nation’s uncompetitive tax system and reverse changes to IR laws if it wants a private sector recovery.

You’re part of the growth problem, business leaders tell Chalmers

The bosses of BHP and Wesfarmers have called on Labor to overhaul the uncompetitive tax system and reverse changes to IR laws if it wants a private sector recovery.

Chalmers admits business must pull Australia out of growth slump

Jim Chalmers says record government spending is stopping the economy from shrinking, but economists say it is delaying rate cuts and crowding out the private sector.

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Public servant pay rises, energy bill subsidies, discounted transport fares and infrastructure spending pushed government spending to a fresh record last quarter.

Record government spending props up GDP

Public servant pay rises, energy bill subsidies, discounted transport fares and infrastructure spending pushed government spending to a fresh record last quarter.

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AMP chief investment officer Anna Shelley.

Private markets to boom amid AI and net zero transition

The sector has emerged as a cornerstone of investment strategies as investors chase outsized returns and diversify their portfolios beyond traditional assets.

Original URL: https://www.afr.com/by/michael-read-p4yw7h