In this post we discuss debt in the current context, and consider where the very high levels of debt will take us. And as importantly, who wins and who loses. Transcript is available for download.

In this show I look at the latest home price trends, and other data which is showing the pressure of houses and businesses. Prices may be on the turn, but affordability is still a critical issue.

OK folks a rant warning. It seems you are better placed financially and socially, if you are old with property compared with being young with none or a massive mortgage! And its structural thanks to ...

This the latest in our occasional “Rabbit Hole” series, with my friend George, where we test the bounds of reality, from politics to the financial system. This time roles are reversed, as I am a guest ...

Moody’s says that inequality has been increasing in the U.S. for decades. This has been well-documented. However, new data from the Federal Reserve shed additional light on the distribution of wealth ...

Markets are shrugging off bad news, and heading for the stars, so will we see a melt-up into the end of the year, or are concerns over the debasement trade, the US close down and the AI mutual ...

I have been highlighting the unequal position of households across Australia, with significant numbers in financial stress, whilst others are still spending big, and seeing real wages growing fast.

I am joined by Tarric Brooker, journalist, and now member of the Macrobusiness team, to pick over the latest data and charts. In this show we cover the deficit on real data, the demographic shifts in ...

This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto on the way. And as this is the last full trading week, we will ...

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. MSCI’s global equity gauge fell on Friday ...

In our surveys we include a question on whether households trust the federal and state governments to do the right thing for them. And the answer is a resounding, no. The question of whether we do ...

Deposit Bail-In is something which we have been discussing in recent times, not least because of the overt example now active in New Zealand under the Open Banking Resolution, the mandate from the G20 ...