australian economy

Australia may become an economic casualty as trading partners the US and China vow to become more self-sufficient in the wake of COVID-19. George Toubia, Chief...

Back in January when the bushfires were raging, I feared Australia’s luck had ran out. But right now, I thank god I live in The Lucky Country! Donald Horne’s original...

This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...

A negative price for US crude oil provided much fascination this week. The May West Texas Intermediate oil contract closed at -$37.63 per barrel on Monday. But the...

The SARS-CoV-2 virus is the latest pandemic virus to have blighted us. The process of genetic trial and error created yet another exceptionally potent pathogen. As...

To describe recent market volatility as high is to understate the facts. Since the peak on February 19, the US market has registered the most rapid sell-off ever, its...

Over the last month, as the coronavirus (COVID-19) began to affect society and investment markets, it became increasingly obvious that government directives would...

The Australian equity market at one stage fell nearly 35% from its all-time high in just over a month amid the COVID-19 crisis. The challenge for investors is working...

Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19.The RBA has just put in place another 25bps cut as we speak...

The most recent Crestone Investment Forum was held on 26 February, yet much has transpired globally and in Australia since that time. Most pressingly,...

Coronavirus shocks have resulted in a major blow to Australia by slowing economic activity with its major trading partner, China. We look at the 3 sectors hit hardest...

The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 2019, higher than analyst predictions. However, if you look below the surface,...

What a difference two days can make. When markets closed on Friday night, RBA Cash Rate futures were pricing in an 11% probability of a reduction in interest rates. By...

Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It...

Did the Australian economy present any surprises over 2019?Growth turned out to be weaker than expected as downside risks materialised. Offshore, the trade and...

Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP...

There is an investing narrative that suggests with three interest rate cuts in the past few months, companies are about to unleash a capex spending spree. I’m...

Hi all, something a bit different today with our weekly investment-centric webinar (also presented in podcast format) for those of you who haven't seen it Episode...

I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing cycle is. It looks as if the Australian...

First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is, noting that housing booms come in several different flavours....