The End of Australia’s economic fairy tale
I step away from the macroeconomic commentary for one minute and suddenly all the papers are stuck on the same subject. Interest rates. The past week of financial commentary has been filled with guesstimates of what the Reserve Bank of Australia might do next. Now, I’ll admit, they aren’t the most interesting subject. But there I was last week, poolside at a Bali resort, when I discovered it.
A Sheep in Wolves Clothing — Part 2
And I’m back. Just like that, nine days lounging around like a reptile in the hot sun is over. Time to get back to business. Although, I didn’t[...]
The US Fed’s hidden rate hike (and its effect on us)
Each week for our paid subscribers of Strategic Intelligence Australia, Jim publishes five significant news stories that help inform our strategic global analysis. This week in[...]