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Articles by David Llewellyn-Smith

The new challenges facing the RBA (and why Stevens’ legacy is at risk)

When historians look back on this period of Australian economic history, how will they judge Glenn Stevens and the RBA in the post-GFC years?

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How US bonds are putting a rocket under the Australian dollar

If the Reserve Bank is relying on a recovery in the United States economy and a hawkish Federal Reserve to bring down the Aussie dollar, it might be waiting a while.

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Australian dollar shot as currency cold war turns hot

It’s been a wild ride for the Aussie dollar. Here’s one theory as to its recent path — and what’s likely to happen next.

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The Chinese steel trap: resources data to give Hockey headaches

What does China’s “war on steel” mean for the Australian economy? While Joe Hockey delivered rosy forecasts last week, the news out of China looks decidedly darker.

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Mortgages dragging Australian economy into a productivity bog

Ross Gittins has stood atop his Fairfax soapbox to decry the “nation of rent-seekers”. But Gittins might be the biggest rent-seeker of all. His model is responsible for killing productivity.

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The rebalancing act: why iron ore is giving Hockey headaches

Joe Hockey may have to go back to the numbers on iron ore. The decline in prices is accelerating, making his assumptions on returns out of whack.

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Womens Agenda

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Smart Company

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StartupSmart

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Property Observer

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