Macroeconomic News: Insights into Economic Trends and Developments

The ASX is diverging from the optimism we’re seeing in US markets. What’s the driving force, and what can we do about it?

The lack of a clear narrative for this market recovery suggests underlying confusion. So what can be done?

Australia’s fuel vulnerability just went from theoretical to very real overnight.

Six weeks ago, I asked whether private credit was the new subprime. Things are only looking worse since.

Markets continue to price this as a temporary disruption. But the idea that Iran will simply hand Hormuz back for free looks naïve in the gaze of history.

Iran is offering Hormuz passage in exchange for yuan settlement. This could be the wedge that splits the world’s financial system in two.