Opinion

China’s debt deadline is looming large

China’s debt to GDP ratios are rapidly passing those of more mature western economies with an increasing number of regulators and economists sounding the alarm of a looming crisis. In previous seminars and articles, we have labelled this as the greatest risk for Australian investors. We upgrade the probability of a hard landing

Opinion

Global inflation at lowest level since 2009

G20 inflation has reached its lowest point since the 2009 June quarter. Economists are “puzzled” by this and it is causing many central banks to delay plans to remove post crisis stimulus measures. Readers of The Wire won’t be puzzled though as we continue our notes on the Amazon Inflation Index

Opinion

AUD hits 80c - what's next?

In a volatile few weeks, the AUD/USD rate broke through 80 cents for the first time since December 2014. The reasons for this are a fall in the USD against most currencies and rising expectations around the Australian economy’s outlook. Here we give our currency outlook given these perceptions

Opinion

Postcard from New York

One of the joys of having an American wife and dragging her to the other side of the world, is that we get to go over to the US on a regular basis and I’m able to check the pulse of the local economy ​

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