Yesterday
Super funds hire economists as they invest more money offshore
The country’s largest superannuation funds have been ramping up their in-house macro expertise as growing assets force them to look beyond Australia.
How to get the budget back in shape item by item
Before DOGE was even a thing, I ran a similar operation for the NSW Coalition. Here are the three lessons I learnt.
This Month
Bourbon, bikes and blue jeans: Hitting back against Trump’s tariffs
Canada, China and Europe have gone hardest in imposing retaliatory duties. Australia has joined Japan, South Korea and the UK in holding fire.
Australia must get ahead, not get angry, on trade
The real danger of Trump’s tariffs lies in the global economic impacts and global reactions, especially overreactions.
White House rules out tariff exemption for Australia
About $1 billion in annual Australian steel and aluminium exports to the United States will be hit with 25 per cent levies from Wednesday.
Worried about a US recession? There’s a bigger risk facing Australia
A recession in the United States would impose a larger hit on the sharemarket returns of Australians but only a modest impact on the local economy, economists say.
Alfred costing the economy $1b a day as Brisbane pummelled
Power remains cut to hundreds of thousands of residents as torrential rain causes flooding across Queensland’s capital.
After 32 years as NAB’s economist, Alan Oster has a message for your kids
The veteran reveals his most important economic indicator, his big fear about the Australian economy and why he’s not worried about high house prices.
It’s a very scary world. Here’s how Australia can make itself safe
As Department of Home Affairs former secretary Michael Pezzullo says, the country is not remotely ready to defend itself. We need to have nuclear weapons.
The tension at the heart of Coalition economic policy exposed
Shadow treasurer Angus Taylor’s U-turn on cracking down on insurers revealed the collision within the opposition between economic rationalism and Peter Dutton’s populism.
Australians no better off than a decade ago
Real incomes are slightly lower than they were one year ago and only 1.5 per cent higher than a decade ago.
The three habits helping Australians build the most wealth
Amid record levels of economic inequality in Australia, a respected survey of household trends shows how average people are building their savings.
The charts that underlie the RBA’s inflation fear
There are two big risks dominating the inflation outlook, central bank deputy governor Andrew Hauser told the Financial Review Business Summit.
The secret chart the RBA used to justify its latest rate cut
The central bank’s deputy governor revealed a previously secret graph that showed inflation would have fallen below target if rates were paused for longer.
Tariffs are Australia’s problem, even if we’re not the target
Investors are scrolling the list of the US’ biggest deficits, which makes this nation unlikely trade war prey. But we can still be materially hit.
Australia’s economy grows; Trump awakens investors; Virgin’s new CEO
Read everything that’s happened in the news so far today.
Why super fund investment calls are about more than next quarter’s returns
What’s at the heart of a super fund’s investment strategy? Capital allocation. And the better it allocates that capital, the better for all of us.
Repair fiscal policy to stop politicians fighting RBA’s monetary policy
Political ill-discipline has produced the biggest spending increase for a first-time government since the Whitlam era 50 years ago.
Here’s why I am optimistic for Australia’s future
We must have a conversation about how Australia can strengthen our competitive edge and be clear on the capabilities that will enable us to compete.
The age of uncertainty calls for a new reform era
The Summit is an opportunity to drive an important conversation about how we can develop a policy framework that enables Australia to ride out the gathering storms.