australia debt

Will post-World War II highs in public spending and budget backsliding tarnish Australia’s sterling credit? Some suggest so.

Both Aussie consumer and corporate debt are going higher. The market is rising to reflect this higher spending coming out. It’s BULLISH.

In a financial landscape where tradition often takes precedence, Europe is gradually shifting gears. Away from the VC limelight and the bank-dominated headlines, the...

Joe joins Murdoch to discuss the origins & nuances of the corporate lending environment & the impact of rising rates on private credit.

Probably not – but high and rising debt will boost CPI and interest rates, and stifle GDP growth and investors’ returns.

A confusing macroeconomic backdrop It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across...

The "recovery" of Australia’s economy from last year’s plunge into recession is much more apparent than real. Before the pandemic, deep-rooted and growing impediments...

Much concern has been expressed about the longer-term consequences of the blowout in budget deficits and public debt in response to the economic hit from coronavirus....

Central banks (including ours) are faced with two choices: “rescue” the world from its economic slowdown; or stand aside and let the inevitable correction take place. ...

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...

February brought more gains for risk assets and safe haven assets. Equities rose in all major jurisdictions including the US (3.7%), Europe (2.8%), China (1.9%),...