Economics and markets

Australian export prices are rising, and new modelling shows US fiscal policy is a major driver. This article explains how large US budget deficits, a stronger American energy sector and current account trends are shaping Australia’s commodity outlook through to 2030.

Michael Knox explains how incoming Federal Reserve Chair nominee Kevin Warsh could lower the fed funds rate and weaken the US dollar without fuelling inflation. Warsh’s experience during the Global Financial Crisis shapes his belief that a long period of quantitative tightening can offset rate cuts and remove the moral hazard created by quantitative easing.

A clear explanation of why the RBA will likely need four rate hikes instead of two, driven by rising electricity prices, strong demand from immigration and ongoing federal deficit spending. Based on insights from Michael Knox, Morgans Chief Economist.

Jay Powell’s term is ending. Markets are watching Kevin Warsh and Kevin Hassett closely. Here’s what it means for US interest rates.

Australia’s households could face higher electricity costs and rising inflation in 2025. With electricity subsidies ending and energy supply constraints persisting, the Reserve Bank of Australia (RBA) may be forced to lift interest rates.

The Federal Reserve’s latest projections reveal a surprisingly moderate outlook for inflation and interest rates.

Investment Watch is a quarterly publication delivering insights into equity strategy and economic trends. The Summer 2026 edition explores global and Australian growth outlooks, structural shifts in asset allocation, and highlights opportunities across AI, resources, property, and income strategies to help investors navigate volatility and prosper in the year ahead.

Australia’s 2026 outlook: GDP 2.1% with inflation rebounding to 3.8%. RBA likely to hike in early 2026 while the Fed cuts. What it means for the dollar, commodities, and markets.

Discover how Maggie Beer Holdings overcame challenges, boosted share price, and plans for growth while preserving its artisanal values.