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Market Wraps
fiscal policy
Latest news and analysis on fiscal policy
Wealth
May 13, 2026 07:32
Australia’s debt stays manageable as the Budget walks a fiscal tightrope
If the government were to fan any inflationary flames, it would be incumbent on the RBA to douse them. They struck the balance.
Emma Lawson
Janus Henderson
May 13, 2026 07:32
Macro
July 14, 2025 08:35
The fiscal implications of Trump's Big Beautiful Bill
The passage of the so-called “Big Beautiful Bill” will, by itself, boost growth over the medium term. However, offsetting the extent of any boost will be ever-changing...
Seema Shah
Principal Asset Management
July 14, 2025 08:35
Commodities
July 09, 2025 14:27
Gold doesn’t blink: What trillions in US debt mean for safe-haven assets
From soaring deficits to political theatrics, gold’s strength holds as investors hedge against mounting US fiscal instability.
World Gold Council
World Gold Council
July 09, 2025 14:27
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Macro
January 23, 2025 17:00
QLD's budget "black hole" a catalyst for government action
The new state government is forecasting a substantially worse budget outlook, with a massive increase in public debt.
Kieran Davies
Coolabah Capital
January 23, 2025 17:00
Macro
October 31, 2024 08:27
Is the US budget deficit sustainable? – Part 2/2
The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.
Sebastian Ferrando
Koda Capital
October 31, 2024 08:27
Property
September 19, 2024 12:00
Is the US headed for recession?
In financial markets, there’s always something to worry about.
Chris Bedingfield
Quay Global Investors
September 19, 2024 12:00
Macro
March 20, 2023 09:50
Cost-push or demand-pull inflation?
The RBA is fighting inflation with higher rates but how effective will it be without suitable fiscal policy support?
John Abernethy
Clime Asset Management
March 20, 2023 09:50
Education
August 15, 2022 08:04
Why inflation is and will remain high
Everybody knows that consumer prices in Australia, Britain, the U.S. and other countries have risen rapidly over the past year, and most investors know that they’re...
Chris Leithner
Leithner & Company Ltd
August 15, 2022 08:04
Equities
June 27, 2022 06:13
Weekly S&P500 ChartStorm - 26 June 2022
The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
June 27, 2022 06:13
Fixed Income
April 12, 2022 04:55
State budget deficits forecast to be up to $30bn smaller over FY22 and FY23, slashing debt issuance needs
A new report projects that the deficits across the key States will be up to $11 billion smaller in FY22 and up to $18 billion smaller in FY23. Coolabah Capital's...
Christopher Joye
Coolabah Capital
April 12, 2022 04:55
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