Featured Opinion
Investors shouldn’t throw equity baby out with midterm bathwater
There is a credible argument that, while the occasional setback on Wall Street is inevitable, what we are seeing in the AI and tech space is a secular trend not a bubble.
Former adviser to Paul Keating
Americans woke up to the reality that Trump is only in it for himself
The US president has been exposed as someone who is unfamiliar with the plight of ordinary citizens, and this has cost the Republican Party dearly.
United States correspondent
America’s Trump slapdown is the beginning of the end
In multiple midterm races, the president’s heavy-handed input has backfired, as the United States seems finally to have fallen out of his spell.
Columnist
Labor’s economic model is broken and households are paying the bill
The Albanese government needs a circuit breaker, but it can’t change course from its broken economic model because to do so would be an admission of past sins.
Economics editor
Will the AI boom bust Canva?
The company’s challenge is to find profitable and compelling ways to incorporate the technology into its products to attract users.
Editorial
The great retail reckoning is here – and it’s just getting started
The fallout will ripple through the economy as players shut stores, are picked off by opportunistic buyers or decide it’s too difficult to keep trading.
Associate editor
Can Jess Wilson fix Victoria’s budget? Not without bigger cuts
If the Coalition truly intends to fix the mess, it’s incumbent on them to come clean with the people of Victoria as to how they’re going to do it.
Contributor
AI is forcing Canva to rethink everything
In its ‘hardest hour’ the software giant remains a class act. But even unicorns that poop glitter can’t outrun the AI tsunami.
Contributor
Yesterday
It’s the cost of living, stupid. And not even Trump is immune
In the aftermath of the Republican rout in the US midterm elections, it’s Labor that should be most concerned.
Can Democrats ride the blue wave to the White House?
It’s difficult to overstate the scale of this seismic shift. But converting that momentum into a presidential win is another challenge altogether.
Republicans’ rout a warning for PM
Readers’ letters on the outcome of the US midterm elections, investment in the environment and the state of the Australian economy.
One scary number in NAB’s result says pain is coming
NAB, two weeks after unveiling massive job cuts, has made it clear its braced for economic pain. Welcome to the banking sector’s first real credit cycle in more than a decade.
There are midterm losses. Then there’s the 2026 Trump blowout
The Republicans’ defeat this year most closely resembles the landslide defeat for the party in 2006 under leader George W. Bush.
Wall St just sighed with relief. But midterms create three huge risks
The election result should remove the “insanity premium” investors have been forced to build into their calculations. Dangers still lurk, though.
This Month
Trump fails his midterm test – and Democrats are just getting started
The president made this vote all about himself, and voters shattered his image. Meanwhile, in Maryland, we find voters already gearing for the next battle.
Bullock’s wrong. DJs and Canva show this may feel worse than recession
RBA governor Michele Bullock isn’t sugar-coating what’s coming. But artificial intelligence disruption may add a new element of pain to a traditional slowdown.
Absurd to ask King Charles to say sorry for slavery Britain stopped
In 1792, William Pitt stood up in the UK parliament to call “an atonement for our long and cruel injustice”. Doesn’t that count as an apology?
Canva’s jobs shock is seismic. It will reverberate from tech to super
The graphic design giant is an example of how a generation of entrepreneurs is discovering that disruption can run two ways.
Allegations of intimidation, derailment, and misleading parliament
A hearing into the Tax Practitioners Board, of all things, turned into high drama for the sector. Plus: EY and Ashurst’s new partners and KPMG’s continuing exodus.
What a vote for radical Democrats in US midterms means for antisemitism
The real issue for voters in Michigan is what moral price is worth paying for an additional seat in the Senate.
Why Trump’s midterms drubbing may actually be good news for markets
The elections will probably unlock some mayhem for investors. But the US president can keep the bull market running into 2027. After that, it becomes complicated.
We’re not heading into a recession but RBA faces a new test
An investment boom makes a recession less likely, but it complicates the RBA’s inflation task by competing for stretched worker and construction capacity.
AI mania can’t survive higher interest rates
The pool of available capital is more limited than it was in the booms of the 1990s and 2000s because this time, firms must compete with governments for money.
The RBA has finally acted. But we could be at a tipping point
The RBA’s renewed sense of urgency is important and well-founded. It has finally started to walk the walk, not just talk the talk.
Chalmers must cut spending to solve inflation problem
Unless the treasurer and the expenditure review committee get serious about real savings in the MYEFO, the central bank could be forced to raise rates again.
This is the RBA’s cruellest rate rise. Australia is becoming K-shaped
The Reserve Bank’s fifth rate rise of the year will hit an economy where young families and small businesses are feeling the most pain. That has consequences.
Rocket stock 4DMedical in retail investors vs hedge funds battle
To understand recent trading in rocket stock 4DMedical, you need to consider how big funds vote.
Chalmers, Bullock grapple with a home-grown debacle
The treasurer and the central bank governor are telling very different stories on inflation. The latest rise in interest rates will test the reputations of both.
RBA’s ugly outlook spells tough times for Australia’s economy
The Reserve Bank has revised its forecasts for economic growth, inflation and unemployment in its latest statement on monetary policy.
The investing mistake 45pc of Australians regret making
There are positive signs that investors can look through periods of market volatility and buy the dips.
