Macro & Policy Drivers

Bond Market

When Does Government Debt Become A Problem?

Peter Boyd

BoJ

Japan’s Finally Got What It Wanted, Now It Has A New Problem

Peter Boyd

Australia

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

FX Markets

If You Don’t Understand Petrodollar, You Don’t Understand Money

Oil is the world’s most important commodity. The US dollar is the world’s dominant reserve currency. For decades, the global…

Peter Boyd

Albanese Government

Fact Check: Is The Albanese Government The Highest Spending, Taxing and Debt Government?

“Highest spending.” “Highest taxing.” “Record deficit.” These claims have become standard attacks against the Albanese Government, usually accompanied by increasingly…

Peter Boyd