Stock markets in the US and Australia have been flirting with all time highs as the end of year rally continued into January but in China, the situation is not so grand. House prices and consumer spending are down again while stock market lows hav...
Learn moreAustralia’s renewable energy consumption grew by an average annual rate of 5.7% in the decade to 2021-22. In contrast, oil (-0.4%) and coal (-2.6%) consumption declined. Solar was the fastest growing renewable category at 29.8% followed by wind at...
Learn moreThe copyright to Peter Pan is now in the public domain. While Peter won’t grow up, we have economies that are not quite ready to slow down all the way! The soft landing didn’t happen in 2023 but still looks good for 2024. What happ...
Learn moreAustralia has the tenth-highest Greenhouse Emissions (GHG) per capita in the world. Our top ten GHG emitters produce 45% of our emissions. Seven of these emitters are electricity producers (see chart below). The fourth-largest emitter, Origin Energy, is...
Learn moreWith the latest quarterly inflation data surprising on the upside, the RBA raised interest rates on Melbourne Cup Day “Without a fight”. Prior to the September quarterly inflation data, the market believed that another interest rate increase...
Learn moreThe Big RBA Unwind During the height of the COVID-19 pandemic, the RBA pumped billions into the financial system. Now we are in the middle of the big unwind as the RBA looks to tighten financial conditions further in response to high inflation. ...
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