Yesterday
Oil crisis flows through to Australian dinner plate
Rising costs and budget-wary consumers are squeezing restaurant owners like Sam Young, as farmers warn high fuel prices mean worse to come.
Iran war price shock, private credit pain and WFH battle reignites
James and Anthony tackle global energy volatility, credit market cockroaches and take a question on oil companies and their super profits.
This Month
Markets just keep ignoring the energy shock that is already here
There are better signs out of the Middle East, but even peace tomorrow won’t stop the existing oil and gas crisis. So why don’t investors care?
Stand up to whinging gas giants
Readers’ letters on a controversial drawing in The Australian Financial Review, gas tax, replacing Jacinta Allan, and self-managed superannuation funds.
Two rate hikes, falling house prices tipped as inflation shock builds
Inflation from the oil shock is about to collide with an Australian economy that can keep growing strongly for the next six months.
Unions want inflation-plus minimum wage rise due to ‘Trump and RBA’
The ACTU’s claim for a 5 per cent wage increase for 3 million workers would drive minimum full-time salaries beyond $50,000 a year.
Recession risk ignored as traders bet on triple rate rise
Bond markets price in three more hikes by Christmas as global yields hit 15-year highs, but economists warn aggressive tightening risks breaking the economy.
Rush to buy before rate rise pushes house $300k over guide
Buyers scurried to make offers on this family home, fearing they’d lose financing power after the Reserve Bank’s impending meeting.
Why older Australians are becoming a housing pain point
New data shows there is another generation starting to feel the pinch from higher mortgage rates. And it’s not who you think.
Oil shock hits, RBA’s tough love and Boomers lead home loan deals
James and Anthony look at how attacks on infrastructure could prolong an energy crisis and why Michele Bullock couldn’t “wait and see” when it came to rates.
Like it or not, we’re living in Trump’s world
While the war in Iran is largely going according to plan, there are some nasty second-order consequences lurking around the corner.
Chalmers’ stagflation-lite nightmare: Why piecemeal fixes will fail
Economic reality has caught up with the government, as it confronts a 1970s-style stagflation-lite shock. Nothing less than a U-turn is needed to get back on track.
Beyond the fog of war: The real energy Armageddon is just beginning
The Iran conflict could upend global markets for months, maybe years. But zoom out. The mayhem has built for decades and won’t end when the fighting stops.
Jobless rate forecast to rise further as cost of living bites
A rise in the share of Australians with a job or looking for one pushed the unemployment rate up in February.
‘Nobody knows’ the economic hit from Iran, says an uncertain Powell
The US central bank chairman said rising oil prices would push up inflation, but the duration and scope of that upward pressure were unknown.
Households can handle global shocks, interest rate pain, says RBA
The central bank’s health check shows households are 15 months ahead on payments, giving the RBA room to lift the cash rate to a 15-year high.
Split RBA rates vote takes pressure off Labor on budget reform
Leading economists say the split decision on interest rates has taken pressure off Labor as the treasurer maintains the economy is not expected to enter a recession.
Shares of big four banks at risk after RBA rate rise
Morgan Stanley has warned that earnings of Australia’s largest banks could fall by as much as 11 per cent if higher borrowing costs sends Australia into a recession.
$A the ‘belle of the ball’ as RBA gets ahead of the pack
After Tuesday’s rate rise, there’s a 54 per cent chance of another increase in May that has caught the attention of investors overseas.
Why the class of ’26 CEOs start on a short leash
Two top-20 chief executive changes on the same day? It’s all part of corporate Australia’s big reset.
