Tag Archives: inflation

Economic update: interest rates, monetary policy, fiscal policy, and coal prices

The election debate would benefit from a clear understanding of the factors affecting interest rates, now that the RBA has increased the cash rate from the “emergency level” of 0.1%, practically the lowest it could go, to the still extraordinarily … Continue reading

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Housing lending remains at super high levels

First, my thoughts go out to all those affected by the recent flooding in Queensland and northern NSW. The intensity of the rainfall was extraordinary – in Brisbane, 80% of a full year’s rain in a few days reportedly. While, … Continue reading

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Economic update and interest rate discussion at Brisbane Club next Wednesday

Australian Treasury Secretary Steven Kennedy nicely summarised the economic outlook in his Opening statement to the Parliament’s Economics Legislation Committee yesterday: Nonetheless, while the disruption caused by Omicron has been significant, its overall economic impact is likely to be less … Continue reading

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Optimism at home, big inflation concerns abroad – catch up with my livestream at 11.30am AEST

While Australian economic policy makers are forecasting a growing economy with moderate inflation, policy makers elsewhere are concerned about accelerating inflation. In the federal budget update released yesterday, the Treasury has forecast a growing economy with inflation within the RBA’s … Continue reading

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Livestream featuring US jobless claims, Aussie GDP + farewell to Tony Makin

I did a livestream earlier today with my regular co-host Tim Hughes on the latest economic news of the week, including the latest US initial jobless claims confirming a strong US economy, the impact of the omicron COVID-variant on equity … Continue reading

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PM calls jobs boom, RBA warns of crypto crash, and UK inflation highest in 10 years – upcoming livestream

As I’ve been covering on QEW and will discuss on today’s livestream (link above), there’s a lot of exuberance and optimism about the great Aussie reopening, and PM Scott Morrison has forecast a “jobs boom” based on healthy job vacancies … Continue reading

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Weekly wrap up – Aussie reopening, Kiwi inflation, oil and petrol prices, and Bitcoin news

My latest Friday livestream covered: accelerating NZ inflation and the implications for interest rates of accelerating inflation in advanced economies more broadly; the great Australian reopening and booming job vacancies (i.e. as noted by the National Skills Commission “Nationally job … Continue reading

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Livestream on US inflation, Aussie jobs data, and Qld’s low vax rate

Yesterday afternoon I did my first livestream, covering: the growing concern internationally about accelerating inflation, prompted by the latest US CPI figures; the September ABS Labour Force data revealing big drops in hours worked and workforce participation in the locked-down … Continue reading

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RBA would be right to taper its Quantitative Easing program

There’s a nice article by William McInnes in today’s Financial Review, Economists expect RBA to ease stimulus, which begins:  Economists expect Tuesday’s Reserve Bank board meeting to acknowledge the economy’s surprisingly strong recovery and to signal some tapering of its … Continue reading

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Growing concerns that stimulus and money printing are fuelling inflation

Setting off an inflationary spiral is one of the big risks with the mega-stimulus measures and Quantitative Easing or money printing we’ve seen in the responses of governments and central banks to the pandemic. This month, we’ve seen some higher-than-expected … Continue reading

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