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SHOW ME THE MONEY ... I've long since switched off Both sides promising to do next to nothing that's useful, despite growing economic/geopolitical clouds 😞 But it is 💯 true the Coalition shd release its costings - shd have 2 wks ago Democracy marches on the little things

Inflation data just out makes the May rate cut decision a closer one than I thought I still expect a quarter point rate cut, but won't be too surprised if the RBA chooses to wait a little longer abs.gov.au/statistics/eco…

THE COALITION'S COSTINGS ARE OUT Both sides should have released them two weeks ago, as well as releasing costings of each notable policy when they're announced - we need our politicians to do better No huge surprises. More costly to start, then net savings versus Labor

Last night's piece for ABC News TV on the two post-election priorities for the Government, housing and productivity. They will require hard, thankless, grinding policy work, for the full three years. youtube.com/watch?v=IEw37_…

THE DOLLAR WASH UP Yes I’m happy there will be a government with a strong majority in the lower house, but when assessing politics I always go to the dollars. The Parliamentary Budget Office has released its costings of party promises, and it says the govt’s campaign only added

Deal or no deal? Or does it even matter? Some thoughts from me in the Fin

DEAL OR NO DEAL? OR JUST NO DIFFERENCE? The US and China have a deal on trade. & that’s great. But, despite all the huge headlines, it won’t solve anything. Because it can’t. No trade agreement between the US & China can solve the persistent problems that bedevil them both.

RBA DECISION NEXT TUESDAY I agree with the strong consensus there’ll be a 0.25% rate cut from the RBA I’ve never thought a cut of 0.5% likely – Trump’s chaos comes at a cost, but that’ll be a slow cost. There’s no need for the RBA to panic As I’ve said before, ‘no change’

THAT $3m SUPER TAX The many fails in Australia’s superannuation system have turned it into a money-making scheme for the rich that’s paid for by the poor In a better world we’d have had a 15pp discount to marginal rates on tax on the way into super, as well as a higher rate of

Yep 😢 smh.com.au/politics/feder…

I sense Harry Hotelling is looking down from heaven, and nodding ...

RATES FALL ... because inflation has too, and because uncertainty (driven by Trump tariff tantrums) is set to weigh on the 🌎 and 🦘 economies

Beautiful stuff from Shane Oliver !!

New US court ruling knocks out some tariffs - but not those at the industry level Every cargo ship on the high seas will load up & go to the US while there's calm in the storm But it is unclear that Trump will stop the bomb throwing on trade, & that chaos will remain costly

2026’s RATE CUTS WILL ADD $60,000 TO THE PRICE OF A TYPICAL SYDNEY HOUSE We’ve had two rate cuts this year, and there’ll be another two (or even three) by Christmas. And that’s great. But it will also come at a cost to those hoping to break into the money printing machine that

WARFARE IS CHANGING Noah Smith 🐇 is entirely right that warfare is changing fast, and that history is littered with nations that failed to keep up. That's vital for Australia to watch closely - we have long supply lines, and we're responding to a more dangerous world with a big