This Month
Has the CBA share price peaked?
After the Commonwealth Bank’s latest record, analysts and fund managers are wondering whether the hyper-rally in bank stocks can be sustained.
- James Eyers
- Opinion
- Trump's White House
What is Trumponomics 2.0, and how will Australia manage it?
Some of Donald Trump’s new economic plans may help Canberra. Most of them will leave us more alone in increasingly volatile world markets.
- Susan Stone
- Updated
- Employment
Rate rise chances grow as employment jumps
The market is pricing in a one-in-five possibility that the RBA will increase the cash rate when it meets next month, after strong jobs numbers in June.
- Updated
- Michael Read
- Exclusive
- Superannuation
Rod Carnegie’s seminal lunch with Paul Keating
Paul Keating reveals, for the first time, the pivotal conversation about the Australian economy with Rod Carnegie at lunch in Melbourne almost 50 years ago.
- Tony Boyd
- Opinion
- Earnings season
Earnings season will reveal the real inflation picture
Prices are still going up but many companies are realising the limits of their powers, and central banks should be paying attention.
- Vesna Poljak
- Opinion
- Chanticleer
The Good Guys debacle reveals inflation’s unexpected consequence
When inflation peaked at 7.8 per cent 18 months ago, no one could’ve predicted how it would affect some of our big brands.
- Anthony Macdonald
Two-thirds of Australia’s ‘Xennials’ earn more than their parents
Australians have an easier time moving up the income ladder than workers in Scandinavia, the US, France and the UK, new research shows.
- Tom McIlroy
- Opinion
- Opinion
Why we need ‘wickedly hard’ reform in Australia
Such measures, however, would have to first wrestle the biggest policy reform chiller of all – vertical fiscal imbalance.
- Karen Chester and Helen Silver
More RBA rate rises ‘unwarranted’ as non-migrant jobs growth tumbles
Yarra Capital chief economist Tim Toohey has cut his economic growth forecast from 2.25 per cent to 1.75 per cent in 2024-25, well below the RBA’s 2.1 per cent.
- Ronald Mizen
- Opinion
- Opinion
Economic logic always trumps junk politics
Brexit, MAGA trade policies, and the Coalition’s nuclear power push will fail because they make no economic sense.
- Craig Emerson
- Exclusive
- Insolvency
Labor reveals personal bankruptcy overhaul
The threshold for involuntary bankruptcy will rise to $20,000 and Attorney-General Mark Dreyfus will also launch consultations for a mini-bankruptcy regime.
- Ronald Mizen
Which states are in ‘the slow lane’ for retail spending?
Retail sales in Victoria and Queensland are lagging the rest of Australia on a per-person basis, while Western Australia tops the spending charts.
- Updated
- Ronald Mizen
- Opinion
- Chanticleer
‘If it was normal, I wouldn’t be in a job’: inside AustralianSuper’s year
CIO Mark Delaney realised he was too bearish and had to make an important call over Christmas. By April, it was reversed. Nvidia was at the heart of it.
- Updated
- Anthony Macdonald
- Opinion
- Immigration
Slashing foreign student numbers would be economic self-harm
Before the government puts the squeeze on Australia’s $48 billion university export industry, it should consider how much GDP it is prepared to sacrifice.
- Bran Black
RBA inflation target challenged by power prices
Other areas of the economy will need to offset the impact of higher than expected power prices to keep inflation within target, economists say.
- Angela Macdonald-Smith and Ronald Mizen
Rising inflation tests RBA’s ‘limited tolerance’
More rate rises could be needed, as soon as August, after the Reserve Bank noted inflation “increased the risk” rates would not rein in CPI as quickly as forecast.
- Ronald Mizen
- Opinion
- Opinion
The public sector is the key to Australia’s productivity puzzle
There is some cause for cautious optimism for increased productivity in the healthcare sector if outcomes can be more accurately measured and assessed.
- Alex Robson
June
- Opinion
- Opinion
RBA’s new Englishman tells Aussies: you’ve forgotten how rich you are
If Australians don’t appreciate their fortune, as Andrew Hauser correctly points out, they may not be well placed to preserve it.
- Michael Stutchbury
- Exclusive
- Jim Chalmers
Recession a 50-50 chance if RBA raises rates: economists
As many as 100,000 Australians could lose their jobs in an inflation-driven recession likely to coincide with the federal election.
- Aaron Patrick
- Opinion
- Opinion
Government under the cosh, keen to claim a win with Assange
It’s still not clear how Australia managed to get the Americans to drop the process of law on a man they wanted for espionage.
- Laura Tingle
