Higher again, with little sign it is reining in the inflation impulse

The RBA hikes as expected to a globally high level as prices keep rising quickly and the inflation target gets further away and harder to achieve

Housing downturn broadens as Brisbane and Perth lead the decline

Cotality says national home values fell for a seventh consecutive month as weaker demand weighed on sales and selling conditions

Breakfast briefing: Global factories in good shape, except in China

The US appears to back-track on Iran and oil falls; US PMIs expanding but not so in Canada; China contracts; ASEAN PMIs very upbeat; eyes on the RBA and multi-unit construction; UST 10yr at 4.87%; gold firms but oil falls hard; AU$1 = 70.2 USc

Today's changes to interest rates

Here are the changes the main banks have made to retail interest rates on Monday, November 2, 2026

Mortgages 'at risk' set to rise

Roy Morgan surveys show the September 2026 risk of mortgage stress was 31.8%; up a large 7.9% points since January

Open mouth operations

Luci Ellis says the RBA does not want to promise what it will do, but it is increasingly trying to tell us what it thinks

Is a Chinese implosion looming?

Navneeraj Sharma & Arvind Subramanian identify political, economic, and fiscal weaknesses in China that could turn into a perfect storm

The catch for buyers as house prices tumble nationwide

House prices have recorded their steepest decline on record, with all eight capital cities experiencing a fall in the September quarter

What's driving persistent inflation?

Şebnem Kalemli-Özcan argues that concerns over the AI buildout, bond yields, and public debt cannot be divorced from supply shocks

The institutional roots of policy nonsense

Jim O'Neill sees siloed interests driving colossal market failures and out-of-control public spending

Independent AI auditing now

Angela Huyue Zhang & Yue Zhao explain why formal, objective assessments are needed to ensure AI safety and expose marketing hype

Japan needs higher interest rates

Koichi Hamada laments the weakness of the yen and call for more aggressive monetary tightening in Japan

Rising sovereign yields raise the fiscal stakes

Higher borrowing costs are adding to fiscal pressures at a time of high debt, making credible consolidation more urgent, says the IMF

When reality gets revised

Economic data are often revised. Sometimes the revisions change the story; sometimes they do not. Either way, Westpac's Luci Ellis says they argue for humility when using data in policy debates

The population grows 1.4% in the year to March 2026

The population grows fastest in WA, grows the most in Victoria

Difficult decisions today? or higher prices tomorrow?

AI has made borrowing more expensive. Alex Dryden explains how bond markets are changing

Superannuation drives growth in household wealth

Household wealth now at $19.4 tln, driven by superannuation, but now held back by recently falling housing values