Yesterday
- Opinion
- Bonds
Bond investors may bet on Silicon Valley over Uncle Sam
The US tech sector, which is sitting on a cash balance approaching $US1 trillion, is well-placed to reward – and protect – creditors and shareholders.
- Todd Hoare
October
What Tony Abbott taught Liz Truss about handling illegal immigrants
Attempts by the previous British government to thwart people smuggling by deporting illegal immigrants to Rwanda was based on advice by Tony Abbott
- Phillip Coorey
- Analysis
- UK politics
‘Do you miss me yet?’ Britain’s zany ex-PMs back on centre stage
Boris Johnson and Liz Truss return to the limelight, as Prime Minister Keir Starmer’s travails leave Tories daring to dream of a swift resurrection.
- Hans van Leeuwen
July
- Opinion
- Inflation
Why Trump and other trends all point to higher inflation
Societal forces from politics to geopolitics to de-globalisation to ageing and climate change are creating conditions that push towards higher inflation.
- Raghuram Rajan
- Opinion
- The AFR View
Keir Starmer can drive Britain to reform-led growth
Britain’s new PM must lock in growth quickly if he is to secure Labour’s huge win. With a planning system from hell and a 17,000-page tax code, there is plenty of scope for reform.
- The AFR View
Why angry Britain will this week finally dump the Tories
Five PMs, five elections and a three-ring circus: over 14 years, the Conservative government sowed the seeds of its own downfall – and leaves a mixed legacy.
- Hans van Leeuwen
- Opinion
- UK election
UK needs ‘moonshot’ growth agenda
After so many years of insufficient investment and sagging productivity, there is no singular, silver-bullet reform to achieve buoyant, durable, sustainable and inclusive economic growth.
- Mohamed El-Erian
June
- Opinion
- World elections
Unstable France could trigger the next euro crisis
Runaway budget deficits and a confrontation with Brussels and Berlin are a formula for trouble.
- Gideon Rachman
UK inflation back to 2 per cent target for first time since 2021
While the fall in headline inflation in May will be welcomed by both Prime Minister Rishi Sunak and the BoE, it is likely to have come too late.
- David Milliken and Suban Abdulla
- Analysis
- Monetary policy
The heated phone calls that landed Andrew Hauser at the RBA
The new RBA deputy can still hear the panicked voices of British financial market participants on the telephone in October 2022, hours after the then-prime minister Liz Truss released her fateful mini-budget.
- John Kehoe
May
Dalio warns of US debt pile, and he wants Taylor Swift for president
The billionaire founder of Bridgewater Associates is worried about investors being able to absorb new supply, and why he would vote for Taylor Swift as president.
- Kate Duguid
March
Britain’s Conservatives are on the road to the Apocalypse
The polls are now so bad for Prime Minister Rishi Sunak that people are starting to talk about an epochal wipeout, and a reshaping of the British right.
- Hans van Leeuwen
US faces Liz Truss-style market shock as debt soars, warns watchdog
The Congressional Budget Office chief says the US fiscal burden was on an “unprecedented” trajectory, risking a crisis of the kind that sparked a run on the pound in 2022.
- Claire Jones
Bond investors braced for inflationary UK budget
Investors are concerned Jeremy Hunt may use the budget to try to rescue the Tories’ political fortunes ahead of a general election expected later this year.
- Aline Oyamada and Greg Ritchie
June 2023
Boris Johnson barred from parliament in UK Partygate scandal
The former MP was stripped of his automatic right to enter parliament, an unprecedented ignominy for an ex-prime minister.
- Alex Wickham and Kitty Donaldson
May 2023
Former UK PM Liz Truss warns West already in cold war with China
The former UK prime minister joins a growing list of politicians and officials from the West to visit and show support for Taiwan.
- Updated
- Huizhong Wu
Gilt sale will target pension funds with highest yield in 15 years
The 40-year conventional bond will pay 4 per cent, reflecting the jump in yields after more than a year of interest-rate hikes.
- Alice Gledhill, James Hirai and Naomi Tajitsu
March 2023
- Analysis
- UK politics
Can the AUKUS deal save Britain’s PM?
To Tory malcontents, Sunak is an illegitimate ruler who knifed Johnson and toppled Truss. They see a tax-raising, Brexit-undermining social liberal.
- Hans van Leeuwen
UK unveils $16b in business tax breaks to boost growth
British Chancellor of the Exchequer Jeremy Hunt delivered a defiantly upbeat budget, saying the outlook for the country had improved and inflation would fall.
- Updated
- David Milliken and Kylie MacLellan
January 2023
Sunak sacks Tory party chairman over tax affairs
The prime minister had initially stood by Nadhim Zahawi before ordering an independent adviser to investigate questions over his tax affairs.
- Alistair Smout