The uncertainty Trump creates ‘is his tactical advantage’
There are two fundamental traits to understand how Trump approaches dealmaking says former National Security Agency head Mike Rogers, who is now in high demand advising business.
Economics
Pre-election rate cut? Don’t bank on it, PM
NAB has become the first major lender to push back its forecast of an interest-rate cut to May, as Reserve Bank governor Michele Bullock issues a warning on the labour market.
Suppliers hit as more firms pass on cashflow pain
Some of Australia’s largest companies are experiencing cashflow problems due to the economic environment, a McGrathNicol Advisory report shows.
The ‘big switch’ driving CBA’s mega milestone
There are big forces helping Commonwealth Bank to defy gravity and quietly move up the pecking order to be the 11th biggest bank in the world.
New ASIC taskforce to simplify ‘legislative porridge’
ASIC chair Joe Longo has launched a simplification taskforce to untangle Australia’s complex web of regulations which hinder consumer justice and add compliance costs to business.
Public servant pay fuels rate cut delay fears
Public sector pay rose faster than private sector wages for the first time since 2020, as concerns over stubbornly persistent price pressures prompted investors to push out their expectations for interest rate cuts to next August.
Confidence hit as company directors fear a recession
Company directors are worried about a recession, particularly in Victoria where there’s been a sharp rise in the number who believe the state government ‘doesn’t understand business’.
Australian super funds boost global investment focus
Aware Super CEO Deanne Stewart predicts Australian funds will ramp up offshore exposure over the next decade, with some moving to have more than half their assets outside the country.
Business leaders on edge over Trump trade war risk
A former US ambassador says Donald Trump is serious about higher tariffs on China but not all business and political leaders believe it will spark a trade war and reignite inflationary pressure.
Inflation’s impact over 40 years: and the loser is …
Surging living costs sharpen peoples’ focus on rising prices. See the top 25 biggest increases from the Consumer Price Index.
‘We believe in free and fair trade’: Alcoa CEO
The boss of one of the world’s biggest aluminium producers has energy on his mind as he heads into a new year under a new president.
Trump 2.0 policy agenda puts markets on edge
Will the bark of Trumpian policy be equal to the bite? Charlie Jamieson says markets are on edge.
Call for tax breaks to ignite SMEs’ growth
Growth in promising small and medium-sized businesses could be turbocharged if tax benefits for investors were broadened, spurring them to pour much-needed funding into enterprises that traditionally struggle to access capital.
‘We will be OK with Donald J’: Treasurer ‘calms the farm’ on Trump
Jim Chalmers has moved to reassure markets that Donald Trump poses a minimal economic risk to Australia, as an ex-Home Affairs boss warns of a grave risk to the defence budget.
Australia at risk in US-China trade war
Trump’s overwhelming mandate, and his aggressive comments about China, leave Australia in danger of being caught between two elephants.
Our minerals still critical to Trump’s America: Lynas
Lynas Rare Earths boss Amanda Lacaze predicts US-Australian co-operation on critical minerals supply chains will continue to grow under the new Donald Trump administration.
RBA warning over rising global risks
The Reserve Bank says there’s a growing risk to Australia’s financial system from global political tensions, climate change and social media-fuelled bank runs.
Red warning lights loom on an incoming Trump administration
Under Donald Trump gold will almost certainly benefit, but oil and gas stocks did not do well in his first term and it would be surprising if they did any better this time.
Crunch time has arrived for ANZ’s Shayne Elliott
There’s a full slate of career-defining issues coming directly at the ANZ boss. For a CEO heading into his ninth year, it should be much smoother.
Chalmers’ ‘political ploy’ on inflation ‘doesn’t hold water’
Drawing criticism from economists who claimed he was attempting to hoodwink the public, Jim Chalmers on Thursday doubled down on his emphasis of headline inflation despite the stance of the Reserve Bank.
Original URL: https://www.theaustralian.com.au/business/economics/page/15