This Month
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.
Why the RBA won’t cut interest rates in May: economists
Judo Bank’s Warren Hogan is the latest to tip a rate cut in May because of Trump’s hefty tariffs on China, Australia’s top trading partner. But some still say rates will stay on hold.
Rebound or mirage? Aussie dollar faces global storm
The escalating US-China trade war and concerns about a global recession will weigh on the Australian dollar and could push it back below US59¢.
Investors are waking up to the fact no bailouts are coming
As Wall Street sank again and investors swam in a sea of red, Fed chairman Jerome Powell delivered the kicker the market really didn’t want to hear.
Home building just got slower
In the week that political parties are offering to stoke demand, new figures show the sector started building 4 per cent fewer homes in the December quarter.
The suburbs where house prices hit records
Expectations of deeper rate cuts along with demand-boosting Labor and Coalition housing policies could spark a sharp increase in prices this year, say analysts.
There’s a buying opportunity in commercial property, but it won’t last
Cashed-up commercial property investors that act fast can pick up assets at good prices.
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.
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.
Bond rout shakes investors as world’s safe haven loses its appeal
The turmoil in US government bonds overshadowed deep losses on the sharemarket, as traders were left wondering if this was “the end of exorbitant privilege”.
$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.
Market chaos threatens housing recovery: analysts
The nascent house price recovery could stall in the next few months. But interest rate cuts may spark a fresh rally.
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.
Small-cap fundies seek shelter in gold and war stocks
Fund managers have been piling into defence-related companies amid the escalating trade war. They also still like the gold trade.