This Month
Albanese offers first home buyers 5pc deposits, fuelling demand
The new policy is a dramatic expansion of the government’s first home guarantee scheme as Labor seeks to grab voters’ attention on the issue of housing.
Labor’s housing fund may need bailout after stock slump
Taxpayers could be forced to top up the $10 billion Housing Australia Future Fund if financial markets do not recover in the next three months.
Bond markets left reeling as epic week scars traders
The wild swings across bond markets this week were reminiscent of the biggest crises in modern history. Battered traders are now moving to more reliable havens.
Trump isn’t kowtowing to the market – he’s doubling down
Investors need to be bold during these dark days. You want to be buying when the crowd is throwing the baby out with the bathwater.
Eight ideas on how to play a roller-coaster sharemarket
Uncertainty abounds – will global tariffs make a return? How far will a China trade war go? But some of our biggest investors are seeing big opportunities.
US inflation unexpectedly cools ahead of tariffs impact
New data showed the consumer price index unexpectedly dipped 0.1 per cent in March.
Bullock seeks to calm nerves as rate cut calls grow louder
Speaking for the first time since Trump’s tariff announcement, Michele Bullock says the volatility caused by the trade war is not as bad as the GFC.
Coalition’s Future Fund plan is a funny money fiscal illusion
The opposition’s proposal to pay down debt would actually involve the federal government taking on even more debt.
$A tipped to keep tumbling as superpowers ‘collide’
The Australian dollar hit a fresh five-year low below US60¢ and traders ramped up bets the RBA will slash the cash rate next month as fears of a global recession grow.
Why economists doubt a recession is coming for Australia
Australian businesses affected by Trump’s tariffs will find new export markets while the economy will be bolstered by rate cuts and a falling currency, analysts say.
Why Australia’s top modeller says we are not headed for recession
Former RBA board member Warwick McKibbin has an unrivalled track record in financial crises. Betting against him is a risky trade.
Need market guidance? The pithy stockpicker newsletter is in vogue
From traders to tweeters to all manner of pundits, investors are spoiled for choice by a deluge of information about how to trade the Trump tariff mayhem.
Trump trade shock reignites inflation fears
US tariffs raise the prospect of a resurgence in price pressures just as the RBA was on the cusp of declaring victory against the post-pandemic inflation surge.
Traders eye up to five RBA rate cuts amid market turmoil
The Aussie tumbled below US60¢, its lowest level since early in the COVID-19 pandemic, as the bond market ramped up expectations of bigger interest rate moves.
Trump’s idiocy will put a 2 in front of RBA cash rate by end of year
Retaliatory tariffs are a supply shock that will not only see the global economy lurch into a deep recession but will do so with a near-term inflationary bias.
Why Trump’s tariffs won’t last long
The cumulative pressure from households, businesses, markets and Republicans on Trump will mount even faster now that the tariffs are in full flow.
Fast and deep RBA rate relief on the way, say economists
Tariffs will force central banks to ease policy further than expected just a week ago, The Australian Financial Review’s quarterly economist survey has found.
Fed’s Powell says tariffs likely to boost inflation, slow growth
The chairman said that the nation faces “a highly uncertain outlook with elevated risks”, adding the central bank has time to wait for more data.
Nowhere to hide, no quick end to Trump’s historic market carnage
Friday night’s sell-off was historic in its brutality. But there are no easy answers to the two questions plaguing investors: when does this stop and where to hide?
Trade war could bring cheaper cars, appliances, clothes to Australia
Economists expect the US tariffs to be modestly deflationary for Australia, as global manufacturers redirect exports that would have otherwise gone to the US.