Skip to navigationSkip to contentSkip to footerHelp using this website - Accessibility statement
  • Advertisement

    Expert Opinion & Analysis delivered to your inbox.

    Sign up to our weekly newsletter.

    Sign Up Now

    Featured Opinion

    Li’s visit may be as good as it gets for China ties

    Dialogue is vital. But the reality for Labor’s “stabilisation” is that the strategic environment will continue to breed black swans and black elephants crises in the Sino-Australian relationship.

    Rory Medcalf

    Geopolitical analyst

    Rory Medcalf

    Why JobKeeper may be part of our productivity problem

    An anxious Reserve Bank of Australia is hoping for a pick-up in labour productivity this year to help alleviate the economy’s inflation problem.

    John Kehoe

    Economics editor

    John Kehoe

    Central bankers doing their best to silence rate cut hopes

    Investors are responding to high rates with a novel investment strategy – keeping the bulk of their money in cash and using the rest to punt on AI stocks.

    Karen Maley

    Columnist

    Karen Maley

    Mookhey’s NSW budget misinformation

    The truth is NSW doesn’t have a revenue black hole. It has a problem with limiting the size of government.

    The AFR View

    Editorial

    The AFR View

    Prepare for yet another big EV adoption hurdle

    Apartment owners and strata managers are unprepared for the costs and complications of securing building insurance for blocks with electric vehicle owners and charging facilities.

    Albanese elevates diplomacy over the drum beat of war

    Few can doubt the success of ‘stabilisation’ for the Australia-China relationship, but how might it work when applied to the region?

    James Curran

    International editor

    James Curran

    Five reasons to give first home buyers access to super

    If a person owns their house it is equivalent to having sufficient superannuation to service rent for the rest of their lives. Thus, far from eroding superannuation, it is a core part of retirement savings.

    Mark Humphery-Jenner

    Finance academic

    Mark Humphery-Jenner

    The RBA is refusing to act like inflation is a problem

    Apparently the Reserve Bank thinks raising rates would trigger a technical recession, so don’t expect our inflation-driven cost-of-living crisis to end soon.

    Richard Holden

    Economics professor

    Richard Holden
    Advertisement

    More From Today

    Virgin Australia has streamlined its operations, but is in danger of becoming squeezed between premium services and budget carriers.

    To list or not to list? IPO may not fly for next Virgin Australia boss

    There are plenty of big questions for the airline’s next chief executive – including what the carrier will look like, and how it will be owned, in the long run.

    • Updated
    • Ayesha de Kretser
    Feeding frenzy: Guzman y Gomez co-founder and CEO Steven Marks, and TDM Growth Partners founder Tom Cowan.

    How the market lost its mind over the Guzman y Gomez float

    The reaction to the fast-food group’s IPO has startled many market watchers. But strip away the memes, hoodies, bulls and bears, and it’s all about valuation. 

    • Updated
    • James Thomson
    Peter Dutton is proposing seven nuclear plants in Coalition electorates.

    End the nuclear ban. Don’t stop renewables

    There is a case for considering zero emissions nuclear power but as part of a technology-neutral energy approach to generating reliable baseload power and firmed wind and solar generation.

    • The AFR View
    Peter Dutton is proposing seven nuclear plants in Coalition electorates.

    Dutton is ready for a fight over his crazy-brave nuclear play

    You only have to consider the political context in which the nuclear power pledge was made to understand the Coalition feels it is a risk worth taking.

    • Phillip Coorey
    Mount Piper Power Station.

    Dutton’s high-stakes nuclear gamble

    The opposition leader is betting big on nuclear power, and Labor is delighted to take on his challenge.

    • Jennifer Hewett
    Advertisement
    Is Peter Dutton serious? That’s the debate playing out in boardrooms.

    Nuclear debate healthy, shame about the timing

    It turns out Peter Dutton is deadly serious about sparking an energy debate. But is this really about nuclear? Big business is scratching its head.

    • Anthony Macdonald
    Nvidia chief executive Jensen Huang keeps delighting the market.

    Why Nvidia’s rise is stunning – and scary

    It’s no surprise Nvidia has become the world’s most valuable company, but it’s 43 per cent surge in just a month suggests emotion is driving the stock – and the broader market.

    • James Thomson
    Harvard Business School graduates.

    The educated elite is destroying America

    Progressive culture has spread from the universities to national life, triggering a backlash that benefits political populists such as Donald Trump.

    • David Brooks
    Trump has made it clear that he doesn’t trust  Federal Reserve chair  Jerome Powell.

    Fed needs to cut interest rates sooner not later

    The delay by the US central bank in easing monetary policy could jeopardise a soft economic landing.

    • Mohamed El-Erian
    Luxury brands like the creativity and immediacy of Pinterest and Snap.

    Instagram and TikTok are threatened, so fashion is switching channels

    Snap, Pinterest and Substack are poised to pick up where other social media platforms once dominated.

    • Lauren Sams
    Did you gain stocks through an employee share plan? There are some issues to consider to reduce the tax bill.

    How to cut tax if you have an employee share plan

    Don’t assume the taxman won’t come knocking – this is how it works and what you can do to soften the blow.

    • Colin Lewis

    Yesterday

    Reserve Bank governor Michele Bullock says the path to reducing inflation while avoiding a sharp slowdown ’does appear to be getting a bit narrower”

    Bullock tiptoes through a political minefield

    The Reserve Bank governor has been trying to avoid blaming Canberra and state government budgetary blowouts for fuelling inflation.

    • Karen Maley
    Reserve Bank governor Michele Bullock repeated at her Tuesday press conference that the economy continues to operate beyond full capacity,

    RBA holds, but has it done enough?

    Even with this tightening bias, the longer inflation remains above target, the more the Reserve Bank’s credibility is challenged.

    • The AFR View
    Michele Bullock is waiting for more clarity on inflation.

    RBA’s narrow path is getting narrower. Blame the housing market

    The RBA’s concern is that rising household wealth – thanks in large part to strong house price growth – could keep inflation stickier than it wants.

    • James Thomson
    NSW Treasurer Daniel Mookhey speaks at the state budget press conference.

    Mookhey may need a wages miracle to land this budget

    NSW is sucking extra tax out of the asset-rich, property-owning class that has enjoyed a massive asset price boom, to spend more on government services, housing and public sector employees.

    • John Kehoe
    Advertisement

    ‘I don’t think you can trust me at this point’: CEO’s startling call

    Brett Woods has a new plan from the Stokes family playbook and some solid market tailwinds at his back. But it will take time to win Beach Energy investors back.  

    • James Thomson
    National Rally leader Marine Le Pen with Jordan Bardella, the 28-year-old who could be France’s next prime minister.

    Le Pen or Melenchon? France faces a bleak choice

    Razor-edge polls and tenuous alliances of political convenience point to a fragmented French electorate, volatile politics and uncertain economics.

    • Lionel Laurent
    Premier Peter Malinauskas says the Electoral (Accountability and Integrity) Amendment Bill 2024 would “level [the] playing field when it comes to the political process”.

    SA donation ban will cut off grassroots democracy

    By pushing debate into third-party organisations, South Australian Premier Malinauskas’ proposed election laws would force politics to move to the extremes.

    • Adam Stoker
    Steven Marks, the Guzman y Gomez chief executive, at the Sohn conference last year. The IPO pitch has come in off the long run.

    What past IPO disasters tell us about Guzman y Gomez’s $2.2b float

    The Mexican fast-food chain float has split opinions among Sydney’s investing community, and revealed the deep scars inflicted by failed floats of the past.

    • Jonathan Shapiro
    The next wave of capex in Australia will come from a different place than before.

    15 ASX stocks that can win from a new capex ‘supercycle’

    The twin peaks of population growth and Baby Boomer spending have insulated sharemarket investors against rate hikes. Now a new tailwind is emerging. 

    • James Thomson