Today
- Opinion
- Chanticleer
China is still all talk on stimulus – for one good reason
China is again talking up its willingness to stimulate its spluttering economy. But action is unlikely to come until we know more about Donald Trump’s plans.
- 1 min ago
- James Thomson
Shayne Elliott’s rented Corolla wasn’t enough for ANZ in the end
The career banker took the top job in 2016, unwinding a failed regional expansion and wowing shareholders. Those shareholders are a bit less wowed now.
- Updated
- Jonathan Shapiro
Fixed income brokers prepare for a ‘gold rush’
A surprise decision by regulators to phase out major bank hybrids has sparked a race to fill the void and meet a growing demand for income.
- Jonathan Shapiro
Yesterday
This US bank makes a bold call on the $A
The Australian dollar dropped below US64¢ last week, yet the investment giant says it’s time to offload the strong US dollar instead.
- Cecile Lefort
- Opinion
- Opinion
There’s a compelling case for RBA reducing interest rates on Tuesday
The board has created expectations of no rate cut at the final meeting of 2024. That’s the mirror of its 2021 error when it implied there would be no rise.
- Ross Garnaut
This Month
- Opinion
- Bonds
The markets have got it wrong (again) on rate cuts
Bond traders are fully priced for some relief by April 2025 thanks to a couple of surprising data points. But it’s always the coldest just before sunrise.
- Warren Hogan
The best beachside suburbs to grab a bargain before the year ends
As buyer demand dries out, sellers in these sought-after coastal suburbs are becoming more motivated to sell.
- Nila Sweeney
Fed on track to cut rates: Wall Street’s view of jobs data
November’s payrolls report keeps open the door for a quarter point rate cut this month, though next week’s CPI data still needs to be cleared.
- Timothy Moore
US payrolls rebound, economy adds 227,000 jobs
The unemployment rate edged higher to 4.2 per cent, pointing to cooling demand for workers and confirming the case for a rate cut this month.
- Augusta Saraiva
- Analysis
- Australian economy
Australia’s economic problems have been brewing for years
We are in the most prolonged downturn since the 1991 recession. It’s time for a treasurer to do something about it.
- John Kehoe
You’re part of the growth problem, business leaders tell Chalmers
The bosses of BHP and Wesfarmers have called on Labor to overhaul the uncompetitive tax system and reverse changes to IR laws if it wants a private sector recovery.
- Michael Read, Carrie LaFrenz, Elouise Fowler and John Kehoe
- Opinion
- Monetary policy
Michele Bullock could be the Maradona of Australian central banking
The Reserve Bank governor is weaving through the inflation challenge with a hawkish comment here, a dovish quip there and a steady interest rate.
- Paul Bloxham
Powell shrugs off Trump’s plan for a ‘shadow’ Fed chairman
The US central bank chief said his institution has “broad support” on Capitol Hill, and was confident of a solid relationship with the new Treasury secretary.
- Colby Smith
Where price growth for apartments will outpace houses in 2025
Apartment price growth has lagged houses for decades, but this could change next year according to experts.
- Nila Sweeney
- Opinion
- Australian economy
The Reserve Bank is not smashing the jobs market
Claims the central bank is needlessly throwing vulnerable Australians out of work are not backed up by the statistics.
- John Kehoe
Record government spending props up GDP
Public servant pay rises, energy bill subsidies, discounted transport fares and infrastructure spending pushed government spending to a fresh record last quarter.
- Updated
- Michael Read
Private markets to boom amid AI and net zero transition
The sector has emerged as a cornerstone of investment strategies as investors chase outsized returns and diversify their portfolios beyond traditional assets.
- Michael Read
Home sellers chop asking prices amid glut in listings
Weaker buyer demand and an influx of stock have prompted some vendors to slash their asking prices.
- Nila Sweeney
US Fed keep options open for December rate cut
Financial markets are focused on the last US Federal Reserve meeting for the year, but officials are keeping their cards close to their chest.
- Craig Torres and Jonnelle Marte
- Analysis
- Inflation
The PM no longer says Australians are better off. These charts show why
While some economic metrics have improved during the government’s first term, the one that really matters to voters – their purchasing power – has gone backwards.
- Michael Read
