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Economics

Which part of the elephant are you holding?

BENJAMIN ONG  |  FRIDAY, 5 MAY 2017
The retreat in commodity prices in recent times runs opposite the World Bank's optimistic outlook on commodities. This would have negative implications for Australia's external trade accounts.

Fearless forecasting

BENJAMIN ONG  |  THURSDAY, 4 MAY 2017
Economies don't operate in a vacuum and extrapolating market direction doesn't work because it's ruled by investor psychology and it's ever changing moods.

China slowing to target

BENJAMIN ONG  |  WEDNESDAY, 3 MAY 2017
Whether it's the official tally or the private sector one, the latest purchasing managers' surveys point to slowing expansion in China's manufacturing sector and suggesting a weak start to the second quarter.

Expanding expansion in manufacturing

BENJAMIN ONG  |  TUESDAY, 2 MAY 2017
That may be but economies don't operate in a vacuum, odds will change depending on changes in growth and inflation fundamentals.

100 days of Trump (and counting)

BENJAMIN ONG  |  MONDAY, 1 MAY 2017
"Donald, you're fired!" should be what Americans tell him if poll ratings are anything to go by.

The growth-inflation divide

BENJAMIN ONG  |  FRIDAY, 28 APR 2017
Has the growth-inflation dynamics changed? Has potential growth lifted that economies need even stronger expansion in the economy to lift prices? Or could this be because of the current reversal of government policies?

The CPI report that confirms all biases

BENJAMIN ONG  |  THURSDAY, 27 APR 2017
We can torture the CPI data till the cows come home to roost but those putting money where their mouths are, bet on an RBA hold this month or this year.

O Canada

BENJAMIN ONG  |  WEDNESDAY, 26 APR 2017
Trump's surprise move on Canada not only proves the man's unpredictability but also that he continues to "walk his talk", delivering on his promise of "America First".

Decidedly undecided

BENJAMIN ONG  |  MONDAY, 24 APR 2017
French indecision is underscored by the choice of centrist Emmanuel Macron (23.8% based on preliminary results) and far-right nationalist Marine Le Pen (21.6%) - two candidates with different visions for the future of France.

Negative gearing exposing Australia's poor: KPMG

DARREN SNYDER  |  FRIDAY, 21 APR 2017
KPMG economists highlight some of Australia's poorest citizens are taking on negatively geared property investments when there's a clear inability to manage the financial risks.