Yesterday
The companies that are winners and losers from Labor’s landslide victory
Winners include healthcare diagnostics, vehicle financiers, and developers. Mortgage insurers, fuel suppliers, and automotive firms may face challenges.
Chalmers must drive the growth policy reset
Labor’s inflation agenda was based on getting re-elected, not on the next three years of governing. Now business needs to push the treasurer to shift towards future growth.
This Month
Coalition may be least bad bet of worst election campaign ever
Labor’s economic record does not deserve another three-year term, but the Coalition has not made the case to change the government.
April
The numbers headache for Canberra and Washington
Jim Chalmers and US counterpart Scott Bessent have a few things in common – the threat of tariffs, the risk of recession and a budget that doesn’t add up.
Bond market too optimistic about rapid rate cuts, investors warn
Benign inflation data has boosted bets of a rate cut next month, but fund managers caution against the aggressive easing path implied by markets.
The RBA’s rate cuts are coming, but hold the avalanche
There’s one data point between Australians and a May rate cut and economists are tipping it should be fine. But what happens next is ripe for debate.
Election closer than you think, says veteran strategist
Conservative campaign strategist Lynton Crosby thinks the Coalition can defy national polls, but that it’s failed to present a strong vision for the economy.
Mocking S&P’s credit warning risks Australia’s prosperity
The nation’s AAA rating is not an ornament. It was hard-won through decades of careful fiscal management by successive governments.
Calm in markets weakens case for a May rate cut
Some economists argue that a recovery in the ASX and the $A since the White House’s “liberation day” tariffs add to the case for the RBA to stand pat next month.
Debate should’ve been Taylor’s home turf. Chalmers came away smiling
At an event hosted by business, the shadow treasurer defended the Coalition’s tax plans and the incumbent recited Labor’s talking points. CEOs were unimpressed.
Australia faces hit from Trump’s trade war
The IMF has cut its growth forecast for the country by half a percentage point, in a sign it won’t be immune from a global slowdown triggered by US tariffs.
Taxpayers are now handing a record $29,751 each to governments
A boom in taxes on personal income, businesses and property fuelled a record $802 billion tax collection by all levels of government last year, new data shows.
When business loses, Australia loses bigger
What the business community hopes to see more than anything is a debate based on policies that support growth, are evidence-based and provide real solutions.
The biggest political lie no one will admit at this election
Amid the deluge of claimed political porkies, neither Anthony Albanese nor Peter Dutton is prepared to tell the truth about how to revive living standards.
Still-tight jobs market unlikely to derail May rate cut
Economists still expect the RBA to cut rates next month despite employment increasing by 32,200 in March.
Economy stuck in a 1970s rerun of stagflation and handouts
Peter Dutton is struggling because the Liberals have been exposed for their lack of an aspirational growth agenda.
RBA open to May interest rate cut
The Reserve Bank has flagged that interest rates could be cut again in May, once it has the latest information on inflation and Donald Trump’s trade war.
Politicians are offering cash but aren’t fixing our problems
The world is on fire and Australians need smart policies way more than we need smart politics.
4 policy ideas to fix housing affordability
Fixing Australia’s decade-long housing crisis won’t happen overnight. It requires a sustained effort that cuts across political cycles.
Magic pudding economics is about to make all of us poor
Australia is now ruled by short-term ethical dilemmas instead of concern for long-term consequences.