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Economics

A case for faster wages growth (or not)

BENJAMIN ONG  |  WEDNESDAY, 6 DEC 2017
While optimism over wages cannot be faulted given Australian employers' difficulty in finding workers with necessary skills, the US experience is instructive and perhaps ominous.

Un-Keynesian

BENJAMIN ONG  |  TUESDAY, 5 DEC 2017
This is one case when America could learn from Australia.

All up and all together now

BENJAMIN ONG  |  MONDAY, 4 DEC 2017
Global manufacturing growth accelerates to 80-month high.

Capex brings cheer

BENJAMIN ONG  |  FRIDAY, 1 DEC 2017
The OECD and those calling for a rate hike by the second half of next year might be correct after all.

Powell power

BENJAMIN ONG  |  THURSDAY, 30 NOV 2017
The question is will the new Fed head continue along this path come February next year when Yellen's stint end.

OECD tells RBA to take a hike

BENJAMIN ONG  |  WEDNESDAY, 29 NOV 2017
The OECD has rational justifications - optimistic growth, unemployment, wages and inflation forecasts - and the RBA's intentions for its rate hike prescription.

The Fed's aware of building imbalances

BENJAMIN ONG  |  TUESDAY, 28 NOV 2017
There's the fear of missing out and then there's the shorts that, time and again in the current cycle, have eggs on their faces and are forced to cover.

No big deal or not yet?

BENJAMIN ONG  |  MONDAY, 27 NOV 2017
The forward indications are positive because the clampdown on leverage reinforces Chinese president Xi's commitment towards containing financial risks to achieve sustainable growth in the economy.

Iron ore's ups and downs

BENJAMIN ONG  |  FRIDAY, 24 NOV 2017
Up, down or flat? As the RBA rightfully asserted, the direction of iron ore prices hinges on China's direction.

The price is not right

BENJAMIN ONG  |  THURSDAY, 23 NOV 2017
"Toto, I have a feeling we're not in Kansas anymore"! Inflation is not responding to growth as it has in the history of economics.