Macro & Policy Drivers
Japan’s Finally Got What It Wanted, Now It Has A New Problem
For more than three decades, Japan fought deflation through one of history's most aggressive monetary experiments. Now inflation has finally returned—but so have a new…
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Further Analysis & Commentary
A Case Against Royalties And For A Resource Rent Tax
Australia is one of the richest nations on Earth with its resources. Beneath its soil lie vast deposits of iron…
How The Yield Curve Predicted Every Recession
Few indicators in finance have earned a reputation as powerful as the yield curve. For over half a century, an…
Why Britain’s Gilt Market Is In Trouble
Less than 3 years after bond markets effectively ended the premiership of Liz Truss, Britain's government bond market is once…
Former PM Paul Keating Urges Labor To Hold Firm On Reforms
Former Prime Minister Paul Keating has urged Labor to resist pressure for major carve-outs to its proposed capital gains tax…
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