Economics and markets
25
June
2026
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min read
How Kevin Warsh Will Re-Invent the Fed
Michael Knox
Chief Economist and Director of Strategy
Kevin Warsh outlines a bottom-up restructuring of the Federal Reserve, introducing five task forces and reshaping how the Fed approaches communication, data, and inflation.
24
June
2026
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min read
Why Falling Oil Prices Won’t Stop Australian Rate Hikes
Michael Knox
Chief Economist and Director of Strategy
Why does the RBA look set to hike rates to 4.85% even as oil prices fall? It's not what the Treasurer says. We explain what's really driving inflation.
17
June
2026
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min read
In The Spotlight Tetratherix Ltd (ASX:TTX)
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Damon Kitney
Journalist
Tetratherix CEO Will Knox shares how his grandmother's cancer journey inspired a biomaterial platform set to treat 10 million patients worldwide.
17
May
2026
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min read
How Kevin Warsh Will Change the Fed
Michael Knox
Chief Economist and Director of Strategy
Are rising US bond yields signalling higher inflation, or is the market overreacting? Here is what the data and our models are really telling us.
21
May
2026
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min read
Why the Brent Crude Oil Price May Rise to $147 a Barrel
Michael Knox
Chief Economist and Director of Strategy
In this update, Michael Knox takes a closer look at the forces driving Brent crude oil higher, and why ongoing geopolitical tensions could see prices push towards $147 per barrel before stabilising.
12
May
2026
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min read
Public Spending Surge Means Interest Rates Stay High
Michael Knox
Chief Economist and Director of Strategy
The latest RBA outlook shows something extraordinary: rates rise to 4.7% and never come back down through 2028. The driver? A sustained surge in public spending.
12
May
2026
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min read
Private Sector Recession, Public Sector BOOM
Michael Knox
Chief Economist and Director of Strategy
Australia’s March CPI surprised to the upside, but underlying inflation remains stubbornly above target. With public‑sector inflation proving persistent and fuel prices pushing tradables higher, interest rates look set to rise further.
12
April
2026
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min read
Iran Oil Blockade: Why Oil Prices Could Stay High for Months
Michael Knox
Chief Economist and Director of Strategy
The Iran oil blockade is squeezing global energy markets, and Australian investors are feeling it through higher oil prices. Two questions matter: how long will the disruption last, and how far could prices run?
12
April
2026
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min read
Why Oil Prices Will Stay Higher Than Australia Expects
Michael Knox
Chief Economist and Director of Strategy
Inflation and rate hikes are back in focus, raising concerns about Australia’s economic outlook. Strong export prices and sustained energy demand suggest this cycle may play out differently.
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