australian dollar

Shane Oliver

Yet another PM in Australia, with Scott Morrison defeating Peter Dutton who had brought on a challenge to replace Malcolm Turnbull. All of the last four elected PMs have now been deposed by their own party. This is the 6th PM this decade, so we have now caught up with... Show More

Shane Oliver

For the last two calendar years, the Australian dollar has defied our expectations for weakness. But after hitting $US0.81 in January it’s been trending down as US interest rates fell below the Australian cash rate, the threat of a US-driven trade war increased and it recently broke below a short-term... Show More

Andrew Macken

For Australians with a mortgage, there’s a good chance life is feeling somewhat tougher – and for good reason. For one thing, mortgage rates are increasing. Meanwhile, the Aussie dollar has been depreciating against the US dollar, which is eroding the global purchasing power of all Australians. Unfortunately, these dynamics... Show More

Ken Liow

The prospect of a trade war has become more significant again. While China may fare worse than the US in this scenario, there are some broader implications that could enhance China's power on the global stage, not least via the One Belt One Road initiative. Here I discuss this and... Show More

Saul Eslake

Here are ten things that I think will shape the global and Australian economies in 2018, and that expect I’ll be talking about at conferences and events over the course of the coming year. Show More

Craig James

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

David Sokulsky

We believe that global diversification should be at the core of each investor’s strategy. A globally diversified portfolio is likely to be better positioned to weather large movements in markets, and provide a more stable set of returns over time. However, one of the implications of a globally diversified portfolio... Show More

Alex Joiner

US ten-year bond yields have fallen approximately 25bp since March and are at around 2.1%. Australian government bond yields have likewise fallen by around 60bp to 2.4%, after briefly looking to breach 3% back in February. However, what is more notable is the narrowing of the spread between the two,... Show More

Livewire Exclusive

David Wanis, Portfolio Manager at Schroders Australia discusses where to find value in global markets today. While all markets appear fairly fully-priced, David makes the argument that domestic equities have a better three-year outlook than international equities. He also discusses why he believes the Australian dollar is under pressure in... Show More

Chris Watling

Historically the Aussie Dollar has been regarded as a play on both commodities (specifically iron ore) and its higher interest rates relative to the rest of the world. In the past 12 months, though, the correlations of the currency with those two key factors has broken down. As iron ore... Show More

Sean Callow

The Australian dollar was hit hard this week by the market's scramble to price in a Federal Reserve rate rise this month, which boosted the US dollar across the board but last night hit the Aussie harder than most. I note the key comments from the Fed and look at... Show More

Craig James

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

Karl Siegling

Currency and interest rates are currently playing a large role in the world economy, which should be no surprise because we are covering new ground in terms of record low rates and subsequent currency fluctuations. At present, 40 per cent of the developed world’s interest rates are negative. Show More

Livewire Exclusive

There is plenty going on in the Australian Economy right now and a raft of surprising data has presented investors with a curious puzzle. In early May the RBA cut interest rates after an extended period of stability. The move, which was prompted by weak inflation data, has seen the... Show More