Macro & Policy Drivers
Australia Will Never Pay Off Its Debt, That’s Fine
Australia's debt is growing, but that doesn't mean it's unsustainable. Modern governments refinance debt rather than repay it, and financial markets depend on government bonds…
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Further Analysis & Commentary
What Happened To Thailand’s Economy?
In the recent past, Thailand was one of Asia's great economic success stories. Between the late 1980s and mid-1990s, the…
ASX Stocks in Focus: The Hawkish Fed Is Sorting Winners from Losers
A tiny fund froze last week, and it told you more about this market than the ASX 200 did. The…
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…
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