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
RBA Interest Rate for 2026: One and Done After February Hike?
When the Reserve Bank of Australia lifted rates at its first meeting of 2026, markets quickly shifted into defensive mode.…
Japan’s Election, Sanae Takaichi: Japan’s Thatcher or Truss?
Prime Minister Sanae Takaichi’s won a decisive landslide in Japan’s snap election on February 8, securing a supermajority in the…
RBA Raises Cash Rate to 3.85% as Inflation Pressures Persist
In its first policy decision of 2026, the RBA raised the official cash rate by 25 basis points from 3.60%…
Markets Stabilise as Europe Hits Record and Metals Reprice
Global markets stabilised after recent bouts of volatility. In the US, major indexes climbed sharply with the Dow rising 1.1%…

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