Tag Archives: usfed

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

Posted in Budget, Macroeconomy | Tagged , , , , , , , , , , | Leave a comment

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

Posted in Macroeconomy | Tagged , , , , , , , , , | Leave a comment

What’s going on with the Aussie dollar – my latest video

Morgans Chief Economist Michael Knox wrote a great note a couple of weeks ago on Why is the Australian dollar so strong. It’s a nice, clear description of what’s been happening to the Australian dollar in recent months. Michael concluded … Continue reading

Posted in Macroeconomy, Uncategorized | Tagged , , , , , , , | Leave a comment

Recommended holiday reading: The Man Who Knew

The best economics and finance book of 2016 is undoubtedly Sebastian Mallaby’s masterful biography of former Federal Reserve Chairman Alan Greenspan, The Man Who Knew. Greenspan was the man who knew that superficially healthy economies, with steady economic growth and … Continue reading

Posted in Housing, Macroeconomy, Uncategorized | Tagged , , , , , , , , | Leave a comment

What I’m reading – Bernanke’s Courage to Act

One of my favourite passages in Ben Bernanke’s memoir of the financial crisis and its aftermath, The Courage to Act, describes how, on the way to the Federal Reserve building to deal with the imploding Bear Stearns, Bernanke takes the … Continue reading

Posted in Macroeconomy | Tagged , , , , , , , , , , , , , | 2 Comments