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Karen MaleyFinancial Review |
Investors appear to have moved on from the news that US interest rates will be higher for longer, but analysts warn of two lurking dangers that risk...
Lingering inflation has caused hopes for US interest rate cuts to wither. That means the Federal Reserve risks becoming dragged into a divisive...
Investors are becoming increasingly alarmed as the buoyant US economy and high US interest rates risk triggering renewed instability throughout the...
Investors’ hopes of rate cuts are waning as problems in the US housing market look set to keep house price and rental inflation bubbling along.
Perhaps investors are finally losing patience with the hundreds of billions of dollars being ploughed into artificial intelligence as the world’s...
The billionaire is dealing with falling earnings at his EV-maker Tesla, a fight over his multi-billion pay packet and a stoush with the Australian...
Chinese industrial firms are facing intense downward pressure on their profit margins because they lack pricing power in their domestic and export...
The US Federal Reserve chairman’s comments triggered a further sell-off in bonds, deepening the pain for investors who placed big bets that 2024...
It’s rare for central banks to be able to pull off a “soft landing”, and even rarer for them to do so when official rates are below nominal...
The big question is whether the central bank can cut interest rates at all this year given the stubbornness of inflation – something it had tried to...
While some investors are celebrating the surge in gold and oil prices, outperformance of US energy stocks has historically been a bad sign for the US...
As Yellen wraps up her China trip, it’s little wonder that US bond yields are rising and investors are bracing for the next salvo to be fired in the...
As tensions over China’s push into high-tech manufacturing flare, analysts warn that it’s only a matter of time before China follows Japan’s...
Gold has hit a record high as investors seek insurance against stubborn inflation, but bitcoin has been dealt a blow this week as rate cut hopes have...
There’s little wonder US bond yields are pushing higher, sending sharemarkets lower. The big question is whether this will turn into a full-blown...
The sell-off in US bond markets suggests investors are anxious that stubborn US inflation will force the Fed to opt for “one and done”, writes...
Local bankers are celebrating as the US public listing market heats up, but is this simply another sign of a US sharemarket bubble?
The former US president’s paper wealth has surged with his social media platform listing at an opportune time, with investor risk appetite rising,...
But the newfound assertiveness isn’t simply due to the fading of past humiliations. They are increasingly conscious their large size is now a huge...
The central bank is sticking to its forecast for three interest rate cuts this year, but buoyant economic activity means declines will be more modest.
It’s no surprise that firms in every sector, including finance, want to make money off the latest investor obsession. But regulators are watching...
There are reasons to suspect that domestic inflationary pressures, from income tax cuts to wage pressures, could prove even more stubborn than in the...
Consumers, it appears, are used to paying higher prices, especially when finances are in relatively good shape. Some fear that means rates won’t...
One of the most popular apps in the US faces a potential ban due to claims the company, owned by ByteDance, represents a national security risk.
It has been relatively painless for the Fed to lower inflation to 3 per cent, but reducing it to 2 per cent – the fabled last mile – will be...
The dearth of deals has left buyout funds sitting on 28,000 unsold companies worth a record $US3.2 trillion ($4.8 trillion).
Investors have abandoned hopes of a volley of rate cuts this year, but they remain hopeful that strong US economic activity will boost corporate...
For more than a decade, the iPhone maker was the world’s most valuable public company. But the arrival of generative AI is boosting the stocks of...
Jerome Powell insists that he’s not in any rush to cut rates, but the worsening situation among some smaller US lenders could force him to pick up...
The cryptocurrency was trading at just $US16,000 at the depths of a crisis brought on by the FTX collapse. It set a fresh high early on Wednesday...
China has encouraged what it terms the “new three” growth areas of electric vehicles, batteries and renewable energy. But this strategy poses two...
CBA boss Matt Comyn is astute enough to realise Macquarie’s determination to become a major player in the mortgage market means home loan margins...
Rivals had been quietly hoping the investment bank might ease back now that it has 5 per cent of home loans but it has different plans.
Chinese export prices have been falling at their fastest clip since the financial crisis, helping to dampen inflationary pressures worldwide.
Investors are decidedly upbeat, but analysts warn there are disturbing currents beneath the US sharemarket’s calm surface.
Although he has NAB’s banking business running smoothly, McEwan will be slightly disappointed it still doesn’t command the same share price...
The problem is that if productivity growth remains disappointing, the RBA’s hopes for a gradual reduction in inflation will be thwarted.
It’s hard to justify a judge interfering in a commercial bargain, even if it turns out to be more advantageous to one side than the other.
The grocery giants have responded in an astute way – cutting meat prices. That could spell the end for the remaining independent butchers around the...
US stocks tumbled after Fed boss Jerome Powell poured cold water on the market’s hopes for a March rate cut, but some investors still think the Fed...
China has the invidious choice of either ploughing more money into its property market or sitting back as mini-bubbles develop.
Investors will be closely watching to see if Microsoft, Alphabet, Amazon, Apple and Meta can report a rise in earnings that would justify the surge...
Bulls are hoping that 1995 is the template for a market rally, as the US central bank starts cutting rates after pulling off an elusive “soft...
China’s ambitions to increase output – and exports – of advanced manufactured goods is creating friction with other major economies.
The US central bank may be trying to douse investor optimism about rate cuts, but it’s also looking to slow the rate at which it drains liquidity...
The cryptocurrency has dropped more than 10 per cent in less than a fortnight following the excitement surrounding the SEC’s green light, and...
There are growing doubts that stronger Indian demand for commodities will be able to plug the gap as China’s growth slows and its appetite for...
Generative artificial intelligence will disrupt many high-skilled occupations, but some will benefit from the resulting increase in productivity and...
The big risk is that the huge easing in financial conditions may prevent the Federal Reserve from delivering the interest rate cuts that investors...
Many analysts believe that Beijing is too preoccupied with China’s own economic woes to contemplate using military force to bring Taiwan to heel....