The RBA keeps making the same mistake
From running too tight to cutting too early, the Reserve Bank of Australia keeps making the same monetary mistake.
Japan's risky bet
Japan's ruling party won a supermajority promising massive stimulus and tax cuts, but the yen's slide to near all-time lows suggests markets are sceptical the debt math works.
Weak productivity doesn't cause inflation
Monetary policy, not productivity, determines inflation.
The RBA's false dawn
The Reserve Bank of Australia (RBA) meets today to make its first decision of 2026. Six months ago it was cutting rates; today, markets are pricing in a full 25 basis point hike, and all four major banks are forecasting the same. If it happens as expected, it'll
The precious metals crash
Gold had its worst day since 1983. Silver fell 30%. Every outlet blamed Trump's Fed pick. But the data tell a different story.
Canada's new path
Mark Carney's Davos speech signalled a new path for Canada. Trump's response is vindicating it.
Australia's inflation problem is back
Or did it never go away?
Sell America?
Easier said than done.
China's slowing down
China's real GDP grew 4.5% in Q4, its slowest pace in three years. But the details are worse than the headline.
Rare earths aren't rare
Trump wants Greenland, but it's not because of its rare earth reserves.