Latest Episodes
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Bond Market To RBA: Put Rates Higher!
A surge in long-term bond yields has driven both the Australian dollar and the local sharemarket to an 11-month low earlier in the week,...
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The Mortgage Stress Default Disconnect
According to the AFR, Australia’s red-hot jobs market is preventing the country’s most indebted borrowers from falling behind on their home loan, as internal...
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Risks Build As Bonds Shoot For The Moon...
This has been another crazy week on the markets, as the truth of higher rates for longer has started to permeate not only bond...
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The Good News Is Bad News Problem...
Wall Street’s main indexes were poised for a sharply lower open on Friday after a strong jobs report deepened fears that interest rates may...
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Laughing Or Weeping, We’re Back: With Tarric Brooker!
My latest Friday afternoon chat with journalist Tarric Brooker, as we look at the RBA’s latest Statement On Monetary Policy, and the recent Bond...
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Crash Alert: Households Are Running Out Of Runway!
Despite all the hopium from the property lobbyists, the truth is more households are running out of runway with regards to their finances. It...