Indeed, about three-quarters of General-Purpose-Technology (GPT) booms share a similar pattern of colossal over-investment, ...

Last night, on ABC’s 7.30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence (AI) is pushing large technology companies to unsustainable valuations. I ...

I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years ...

Back in October, I examined the emerging trend of interest rate cuts across the Western world, looking at why they were ...

Today on Ausbiz with Juliette Saly, I explained that while low valuations in 2022 set the stage for strong returns, we’re now ...

On this episode of Over the Money Fence, I joined Nicola and Di to reflect on what really shaped markets in 2025, cutting ...

At the outset, let me state unequivocally that no one knows whether the equity market will crash. The fact is, we can’t even ...

I joined Paul Turton on ABC Newcastle Mornings today to discuss the broader economic backdrop, including why interest rates ...

Would you ask a barber whether you need a haircut? Amid the negative sensationalist media headlines – what Macquarie Chief Economist, Ric Deverell, dubs “click bait”– it’s crucial for investors to ...

The prevailing forecast for U.S. Real Gross Domestic Product (GDP) growth for 2025 is between 1.8 per cent and 2.0 per cent, ...

As an aside, Harvard economist Jason Furman recently performed a back-of-the-envelope calculation and found that, without data centres, U.S. gross domestic product (GDP) growth would have been just ...