interest rates

A stall in price declines while interest rates keep climbing sparked another debate on the direction of the Australian residential market.

In this new, punchy episode of the Complexity Premia podcast, we discuss a range of important developments including: The coming global recession and monster default...

AMP's Diana Mousina discusses the world of economics and why confidence is key to getting ahead.

The “new normal” of low rates for long is being replaced by a return to the “old normal” of cash offering a return above expected inflation 

Inflation and interest rates are the biggest themes for markets at the moment, but could these also be opportunities?

The RBA is hierarchical, insular, supercilious, hubristic, and resistant to outside influence.

The great Aussie housing crash is about to best a 43 year record, almost certainly in the next month...

We forecast Aussie house price declines would breach the 10% threshold by Q1 2023, and that looks like it is playing out right now...

The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And, in contrast to its performance over the past 12 months, the ASX Small Ordinaries Index is...

The US just passed its debt limit. If that limit isn't raised, the global economy could go into free-fall.

Rate cuts will come eventually, but central banks need to break some things first.

Pessimism is up among investors, but they remain engaged.

In an inflationary environment, you want to be aware of all your investment options. Is this myth standing in your way?

High interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy. This is now impacting the revenues and earnings of many...

The market and the Fed are in a tug-of-war over inflation and interest rates expectations. Steven Glass discusses the market implications.

The early data suggests the housing market correction continues with gusto in 2023...

Aussie house prices fell in 2022 by their largest margin since records began in 1980...

This inflation crisis has changed the world and asset prices forever, and will lead to a fundamental shift in the way things work.

The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.

The latest data from CoreLogic underscores the point that Australia's record housing crash is not slowing right now. The first chart below shows the 3 month annualised...