australian economy

Join us as we discuss the ongoing impacts of the coronavirus, and whether Australia's global leading household debt levels may fuel a protracted downturn in our...

As governments and central banks transition from crisis management to maintaining easy conditions and significant financial support for industries, investors can be...

Join us as we discuss CBA’s real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth’s views on...

Last week RBA Governor Phil Lowe seemingly dealt a savage blow to proponents of the new economic policy frontier that is Modern Monetary Theory (MMT). Governor Lowe...

Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've...

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

Australia has been viewed as an outperformer in the global battle against Covid-19, and with justification. Australia’s death toll of 106 and currently just 10 people...

As Australia sets to emerge from this once-in-a-century pandemic, some of us do wonder was it all worth it? If COVID-19 was not as bad as the forecasters led us to...

The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have...

As I speak with our investors and partners, banks, building owners, financiers, and fund managers to get insights into a COVID-affected market, some key points stand...

Recent economic surveys paint a grim picture of business conditions, job ads and home lending. The question is: can the economy bounce back from the pummeling it took...

Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as...

Risk assets, in particular the equity market, even after last night, are still pricing in a decidedly V-shaped recovery from the COVID-19 lockdown and subsequent...

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...

Financial markets have disconnected from economics over the last few weeks, and so we dive into Martin's mortgage stress indicators to get a real-time view on what is...

In the past few days, I visited shopping centres in North-West Sydney. Relishing my favourite burrito and treating myself to retail therapy aside, I wanted to gauge...

(Ed’s Note: We asked two of our contributors who have strong views on banks to produce a bear versus bull case on this critical sector for income investors and SMSFs....

**Updated 27/05** - With some bank stocks up a whopping 10% at one point in today's session, we asked Romano for his latest view. He said:"Modern investors are using...

Imagine making the tough choice between forcing yourself to work and make ends meet or staying at home at the cost of going broke. Welcome to the United States of...

It’s becoming increasingly evident among Livewire readers and contributors that a new bull market has been forged in the depths of one of the worst event-driven crises...