Trade
Another bump on the tariff rollercoaster
The US Supreme court may have struck down Trump's tariffs, but don't expect them to go away.
Justin Pyvis
Justin has a PhD in economics and 20+ years of experience in policy and investment analysis from working at the WA Treasury and AECOM in Perth, and Aletheia Capital in Hong Kong.
Inflation
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.
Politics
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.
Inflation
Weak productivity doesn't cause inflation
Monetary policy, not productivity, determines inflation.
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
Commodities
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.
Trade
Canada's new path
Mark Carney's Davos speech signalled a new path for Canada. Trump's response is vindicating it.
Inflation
Australia's inflation problem is back
Or did it never go away?
Trade
Sell America?
Easier said than done.
Growth
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.
Commodities
Rare earths aren't rare
Trump wants Greenland, but it's not because of its rare earth reserves.