Stephen Bartholomeusz | The Age
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Stephen is one of Australia’s most respected business journalists. He was most recently co-founder and associate editor of the Business Spectator website and an associate editor and senior columnist at The Australian.

Myer's seemingly ugly result is history now the coronavirus is here
Opinion

Myer's seemingly ugly result is history now the coronavirus is here

Myer has produced a first-half profit that is either ugly or, beneath its headline, respectable in the conditions. With the coronavirus epidemic darkening the outlook for retailers, however, the result is irrelevant as a guide to future profitability.

  • by Stephen Bartholomeusz

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Panic breeds panic: The Fed gave the markets what they wanted and the markets tanked
Opinion

Panic breeds panic: The Fed gave the markets what they wanted and the markets tanked

The Fed's surprise move was supposed to boost markets - but it had the opposite effect as investors smelt panic.

  • by Stephen Bartholomeusz
Beware the virus bounce:  The global economy is still very sick despite the sharemarket rally
Opinion

Beware the virus bounce: The global economy is still very sick despite the sharemarket rally

It didn't take much to ignite sharemarkets around the world. All’s well with the world then, right? Not really.

  • by Stephen Bartholomeusz
We are facing a global recession and central banks may not be able to come to the rescue this time
Opinion

We are facing a global recession and central banks may not be able to come to the rescue this time

In 2008, responding to the financial crisis, central banks helped avoid a Depression. Their ability to limit the economic fallout from the coronavirus is more limited.

  • by Stephen Bartholomeusz
The coronavirus might succeed where Trump failed
Opinion

The coronavirus might succeed where Trump failed

The coronavirus could do what Donald Trump attempted with his trade wars: Diminish China's role in the global economy and geopolitics and undermine globalisation.

  • by Stephen Bartholomeusz
Rio rides high point of the commodity cycle to a bumper result
Opinion

Rio rides high point of the commodity cycle to a bumper result

Rio Tinto has posted a bumper result for the 2019 year, again showering shareholders with cash, but that was before the coronavirus hit.

  • by Stephen Bartholomeusz
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Fear factor: Global markets in turmoil as pandemic looms
Opinion

Fear factor: Global markets in turmoil as pandemic looms

It is becoming clear to investors that the economic effects of the coronavirus are going to be deeper, more widespread and more persistent than anticipated.

  • by Stephen Bartholomeusz
Is the coronavirus the 'Black Swan' event that blows up the US market?
Opinion

Is the coronavirus the 'Black Swan' event that blows up the US market?

The coronavirus could have a bigger impact on the global economy than initially anticipated and burst the equities bubble.

  • by Stephen Bartholomeusz
Qantas faces $150m coronavirus hit but showers investors with cash
Opinion

Qantas faces $150m coronavirus hit but showers investors with cash

Qantas has cut flights and warns the virus outbreak will hurt profits, but has still increased its dividend and announced a $150 million share buyback.

  • by Stephen Bartholomeusz
Big miners confident coronavirus effects can be contained. But what if they aren't?
Opinion

Big miners confident coronavirus effects can be contained. But what if they aren't?

The bumper results from BHP and Fortescue might suggest the good times are back for the big miners. But there is a big caveat - getting the coronavirus under control in five or six weeks.

  • by Stephen Bartholomeusz
Mackenzie's glitch-free BHP farewell gives successor a clean run
Opinion

Mackenzie's glitch-free BHP farewell gives successor a clean run

Andrew Mackenzie has left BHP with the cleanest and most productive results of his six-and-a-half-year tenure.

  • by Stephen Bartholomeusz