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…

Peter Boyd
10 Min Read

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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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