2nd June 2023 Never let a good crisis go to waste! The biggest macroeconomic swing factor in global markets of the past few weeks has been the ongoing impasse around the US Debt Ceiling. And, whilst resolved for now (in principle - there are still a few bridges to cross), in considering these types [...]

19th May 2023 Former Reserve Bank governor Glenn Stevens knows all too well how long inflation can hang around. This week he warned Australians of the difficult road ahead. The current Macquarie Bank chairman told a conference this week that so-called ‘soft landings’ are pretty uncommon. When they have happened, he said, they have [...]

5th May 2023 It's reached the stage where the RBA cash rate leads the news every few weeks. After this week's increase to 3.85%, the 11th in a year, it's not difficult to conclude that Governor Philip Lowe will most likely use the remaining four months of his term to quash inflation, even if [...]

21st April 2023 It's that time of year again! In a few weeks, on 9 May 2023 at 7.30pm, Treasurer Jim Chalmers will deliver the Federal Budget for 2023/24. Last year, an earlier 'election budget' was presented in April by Josh Frydenberg, and then Chalmers handed down a light interim Budget in October 2022. [...]

6th April 2023 Last week, the director of AFR insights James Daggar-Nickson, received an unsolicited text. It was supposedly from a 22 year old woman from China eager to make the acquaintance of a 'well-mannered' man (and presumably obtain his bank account details). The message couldn't have been more fortuitous, not only because we're [...]

Thank you for the feedback regarding our superannuation commentary last View. Whilst it’s a fact that the average Australian is not engaged with their super, it is nice to know our readers are far from average and highly engaged when it comes to understanding any changes and, more importantly, the implications thereof. At this [...]

10th March 2023As experts begin to unpack the proposed new tax on super accounts above $3m, the true consequences of the measure are starting to show. And Chalmers is now in full defence mode. In one press conference over the weekend, within a few sentences, he said the word 'modest' five times and 'simple' four [...]

24th February 2023 Any hope that superannuation regulations will remain unchanged again in the next Federal Budget on 9 May 2023 is fading fast. Super was untouched in 2022, but the Financial Services Minister, Stephen Jones, has done enough jawboning to indicate he is ready to strike. And, with Prime Minister Anthony Albanese (National [...]

10th February 2023 Welcome to the first issue of the View for 2023. After a January sabbatical (editorially speaking), it is good to be back, and we trust all our readers had an enjoyable holiday break. This year, more than usual, it feels like a time to stocktake and check one's goals for the [...]

16th December 2022 'Tis the season when the world's strategists, economists and analysts gaze into their crystal balls and make predictions for the year ahead. And on the surface, at least, it looks like a pretty 'meh' year ahead, with both Goldman Sachs and Morgan Stanley tipping the S&P 500 - the key benchmark [...]