For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the forthcoming 12 months. Show More

Each budget is different. The economic environment, global context, budget priorities and goals are all different. In terms of this budget – the first in the Government’s new term – the Government wants to be seen as “making the right choices”. That focus makes sense – the Government has to... Show More

The US Federal Reserve has lifted the target federal funds range by 25 basis points to 0.75-1.00% as expected. Two more rate hikes are anticipated in 2017 and three in 2018. The US rates decision affects global interest rates, currencies and sharemarkets. So, what happened and what does it mean? Show More

I consider the oil price to be the single most import chart to watch today. OPEC oil producers still appear committed to the production agreement but US oil producers are adding to global supplies and keeping downward pressure on prices. The chart is telling me that oil prices looked to... Show More

There are still two days of the earnings season to go. Remarkably all but 8 of the 135 companies produced a profit for the six months to December. That is, around 94 per cent of companies made money. Excluding BHP Billiton, aggregate profits lifted by 37 per cent. Almost 89... Show More

One important point to remember with debt. As long as the debt taken on is to purchase an asset which is appreciating at a faster rate, and serviceability is not a concern, then the situation is sustainable. Understandably higher debts run higher risks if asset prices start falling and/or interest... Show More