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Outgoing U.S. Federal Reserve Chair Jerome Powell's recent remarks have sparked debate. Speaking at the National Association for Business Economics conference on October 14, Powell hinted that the Federal Reserve's (the Fed) long-running quantitative ...

We are in very unique times. In 1963, the late Sydney Homer published the first edition of his book A History of Interest Rates. Covering 4000 years of interest rate history, and now in its fourth edition, the book has become a classic in the fields ...

I joined Juliette Saly from Ausbiz yesterday to discuss the surge in gold buying and why it may be driven more by fear than logic. With queues forming outside bullion dealers, many investors are chasing gold as a hedge against inflation, currency ...

Yesterday on ABC Statewide Drive, I discussed how Australia's rising unemployment rate has lifted the odds of an interest rate cut - a move that could support valuations even as the economy softens. I explained why investors shouldn't react to ...

In recessions, it is said, 'cash is king'. We mustn't be in a recession because the price of gold has trounced cash. In the last 10 U.S. trading sessions, six all-time highs have been registered in the gold price. And gold isn't the only precious ...

I joined Paul Turton on ABC Newcastle Mornings yesterday to discuss how everyday items can shed light on global economics. I explained "doughnut economics," which looks at balancing human needs with environmental limits, and compared it with ...

Hear from the team at Polen Capital as they outline their disciplined investment process that allows them to filter thousands of companies down to a focused group. By concentrating on businesses with durable advantages and essential products, they .. ...

In this week's video insight, I tackle the question I'm most often asked - is the market going to crash? The truth is, no one knows. While valuations across measures like price-to-earnings and market-cap-to-GVA suggest markets are expensive, they can ...

In the past 14 months, the Reserve Bank of New Zealand (RBNZ) has cut its cash rate on seven separate occasions by an aggregate 3.0 per cent from 5.5 per cent to 2.5 per cent, as seen in Table 1. Table 1. Reserve bank of New Zealand rate cuts Cash .. ...

Markets sit at elevated levels, fuelled by optimism around artificial intelligence and the promise of lasting productivity gains. Yet beneath the excitement lies a complex mix of valuations, momentum, and risk - raising important questions about how ...