October 2023
- Opinion
- Australian economy
Unsustainable US debt is now looming on the horizon
Neither Biden nor Trump will reassure bond investors that America can cure its spending habits in time to prevent a crisis.
July 2022
- Opinion
- Monetary policy
Inflation may soon be tamed, but deflation has never really gone away
Central banks were right to hesitate on lifting interest rates when the world may once again rely on debt to drive growth.
May 2022
Want to know when to fix your home loan? These are the signs
If you are put off by the 2 percentage point difference in variable and fixed rates, this is what to look out for when deciding your next move.
- Opinion
- Monetary policy
Why the RBA should have waited and not lifted interest rates
The forward guidance was targeting wages growth. The central bank has burned its reputational capital by abandoning that strategy.
January 2022
- Opinion
- Interest rates
No rate rise in 2022 should be the RBA’s New Year’s resolution
The central bank must not waver from its current course even as inflation goes to temporarily high levels
November 2021
- Opinion
- Super wars
Why illiquid investments are in super members’ best interests
There is lots of evidence for the benefits of super fund investment in private assets and no evidence to support claims that ‘savings are being stolen’.
June 2021
- Opinion
- Tax reform
How the G7 plan could reboot Australia’s moribund tax debate
The proposal for a global floor in company taxation just highlights the narrowness of Australia’s own domestic tax base.