Macro & Policy Drivers
A Case Against Royalties And For A Resource Rent Tax
Royalties tax production. Resource rent taxes tax profits. The distinction may determine how much value Australians receive from their natural resources.
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Further Analysis & Commentary
US Treasury Yields Outlook: Inflation Fears and War Shakes the Bond Market
For much of 2026, the playbook in bond markets looked relatively straightforward. Investors could collect yields of roughly 4 per…
Oil Price Surge Toward $120 Sparks Global Market Sell-Off
A sharp surge in oil prices has sent shockwaves through global financial markets, reminding investors how quickly geopolitical risk can…
Did Trump’s Tariffs Actually Shrink The Trade Deficit?
US President Donald Trump has claimed on multiple occasions that his tariffs has successfully reduced the US's trade deficit. Claiming…
US Dollar Safe Haven Status Restored Amid Iran Conflict and Oil Spike
For much of this year, the US dollar looked vulnerable. Expectations of Federal Reserve rate cuts, volatile policymaking from President…
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