Yesterday
Pimco’s man from inside the Fed says Jerome Powell not for turning
As the central bank’s former vice chairman, Richard Clarida has first-hand insights into the politics and communication challenges it faces in an age of Donald Trump.
Macquarie has a grand new market theory (and 6 stocks to back it up)
The surge in ASX valuations has puzzled market strategists. But the group has a new indicator that supports the move – and suggests it can keep running.
This Month
Waller says he’s willing to lead Federal Reserve if Trump asks
Federal Reserve governor Chris Waller, keen to cut rates this month, said he would accept if the president asked him to be chairman of the central bank.
Albo’s China trip | Why NAB’s under pressure | Is AI a bubble?
This week, rating how the prime minister went in Beijing, a bank boss’s drinking comes under scrutiny and are we seeing a repeat of the dot com bust?
While we fixate on Epstein and ankles, Trump’s plan is working
Sharemarket investors have dismissed the Trump circus as noise. But for all the chaos, the US President’s big plan is still on track and bond investors are very nervous.
Yoga, isolation or a ‘shadow’ board? How economists predict RBA calls
The art of forecasting what the central bank will do with interest rates is a difficult one and, it turns out, everyone has a different approach.
The jobless rate is up. Over to you Governor Bullock
The unexpected jump in the unemployment rate to 4.3 per cent will put scrutiny on the RBA’s surprise decision not to cut interest rates this month.
The RBA suddenly looks late on rates
The jump in the jobless rate appears to have all but locked in a rate cut in August, after the RBA shocked the market by holding last week.
Jobless rate rises to 4.3pc, cements RBA rate cut
The unemployment rate has jumped to 4.3 per cent, confirming the jobs market is cooling and paving the way an RBA cut to interest rates next month.
‘Investors wake up!’: Bond king’s dire warning on Trump v Powell
Donald Trump has wrecked the Federal Reserve’s independence and shareholders are becoming aware. Turmoil in the debt market could create a shock for stocks.
Trump says he won’t fire Powell, ‘unless he has to leave for fraud’
The president said almost all Republican House members he polled over whether he should axe the Fed chair said he should.
Inside the interest rate decision that shocked the country
Economics editor John Kehoe and senior reporter Jonathan Shapiro on the RBA’s shock decision on rates, what it means for the economy and whether the next generation will be worse off than their parents.
Home buyers unfazed by rate hold as prices edge higher
The shock Reserve Bank decision to hold interest rates has not deterred buyers with clearance rates staying above 70 per cent for a fifth consecutive week.
Three reasons the Fed will stand pat on interest rates
Policy is rightly locked on hold over the near-term in part because the uncertainty surrounding the Trump administration’s tariffs remains unusually high.
RBA rate shock | Inside Macquarie | Is Trump good for markets?
Anthony and special guest Joyce Moullakis discuss changes at the RBA, the company Joyce co-wrote the book on and the latest from the US president.
How did investors get the RBA’s interest rate call so wrong?
The central bank has of late blown-up so many of its media voice pieces – wording them up only to change its mind – that traders have stopped paying attention.
How to slash $565 a month from a $1m mortgage despite the RBA ‘hold’
Why wait for the RBA to move? Here’s how to save on your mortgage over the next 12 months.
Gen Z will be richer than their parents. But here’s the catch
Sluggish productivity and tax policies rigged against young people mean many are missing out on financial comfort precisely when they need it most.
RBA rate call extraordinaire Rory Robertson makes his last prediction
The economist has spent three decades trying to interpret the smoke signals emanating out of Martin Place. He’s giving up the game as it’s profoundly changing.
Big bank trading distortion leads to overpowered rate cut hopes
Major lenders are active in the market, hoping to protect themselves from short-term losses that arise from lower interest rates. Hedge funds sense opportunity.