Comment & Analysis


Michael Pascoe

Housing boom? Look in your garage


Michael Pascoe 3:23 PM   Houses are driving cars, according to a Reserve Bank research paper.

Comments 19

Mark Mulligan

Why housing has replaced China as the big concern

Housing  auctions make up a large portion of sales in Australia.

Mark Mulligan 11:58 PM   It seems like only yesterday that the biggest threat to the Australian economy was slowing growth in China, by far our largest trading partner, and the related decline in mining-related investment and commodity prices.

Comments 22

Time for Gyngell to change channel?

Elizabeth Knight.

Elizabeth Knight 12:15 AM   In less than a month Nine Entertainment boss David Gyngell has to meet a crucial professional deadline.

What's the new PM worth to the nation?


Michael Pascoe   We're about to get the first reading of what Malcolm Turnbull is really worth as Prime Minister - not his considerable personal wealth, but his worth to the nation in his ability to lift business confidence, to stir those missing animal spirits.

Comments 35


Overpaid for underperformance

Elizabeth Knight.

Elizabeth Knight   Falling profits and a diving share price didn't stop a 27 per cent jump in salary for Bernie Brookes.

Time for the C word?

The east coast gas market is 'opaque and complicated', according to ACCC chairman Rod Sims.

Michael West   Rod Sims delivered the keynote address on the gas industry last month, he did everything but deploy competition's dirtiest word.

Competition does have its drawbacks

Ross Gittins

Ross Gittins   Many economists aren't as conscious as they should be that competition has costs as well as benefits

Comments 18

Adani loses Liberals but gaining Labor?

Michael West dinkus

Michael West   Canberra has seen sense but up north there are fresh questions.

Comments 9

Trade pact is no big deal

Ross Gittins

Ross Gittins   The benefits and drawbacks of the TPP have been oversold.

Comments 32

Glencore is no Lehman Black Swan

Malcolm Maiden

Malcolm Maiden   Glencore is smaller, less aggressively geared and less central to the financial markets than Lehman.

Even our big visions have become small


Michael Pascoe   Labor's new big, bold infrastructure policy actually isn't very big or bold. The tragedy is that the nation can afford a bigger vision our pollies aren't game to touch.

Bill Clinton's presidency a warm-up act

Harold Mitchell.

Harold Mitchell   Armed with the world's best contact book, the former president has set about solving the world's worst problems.

TPP: The devil's in the (unknown) details

Michael West dinkus

Michael West   Signing up to the TPP is a bit like buying a used car over the phone with no detail as to the state of the vehicle, but with glowing assurances from the dealer that "she's a beauty".

Malcolm Maiden

$A rally a dead cat bounce

Malcolm Maiden

Malcolm Maiden   Ignore the $A rally this week. It's got further to fall before the commodity price crunch is over.

Comments 12

Super change is coming


Michael Pascoe   You might have missed it if you blinked last week, but we suddenly seem to have something like consensus that the over-generous nature of our superannuation system for the well-off will be changed.

Malcolm Maiden

Even money on Trans-Pacific Partnership win on current form

Malcolm Maiden.

Malcolm Maiden   The TPP is a political construct more than an economic one.

Comments 8

International tax plan praised with faint damns

Former Treasurer Joe Hockey with OECD secretary-general Angel Gurria at the G20 Finance Ministers and Central Bank Governors Meeting in Cairns in 2014 when the OECD plan to stop multinational tax evasion was discussed.

Nassim Khadem   After two years, the OECD has developed its final plan aimed at stopping multinational tax evasion. But not everyone is happy.

Penalty rates are absurd

Square, dink, dinks, dinkus, head shot, business, Michael Pascoe,

Michael Pascoe   Sunday rates are rather silly, especially when compared with the night shift.

It's not a Lehman moment when...

A Lehman moment.

Mark Gilbert   The VW and Glencore events are significant sure but the failed investment bank is still in a league of its own.

How penalty rates protect the weekend

Clancy Yeates.

Clancy Yeates   Cutting Sunday rates is a slippery slope that will further erode the weekend.

What the terrible jobs report means

<i>Illustration: Frank Maiorana</i>

Neil Irwin   Friday's US job numbers were poor on pretty much every level - and there was no silver lining.

Comments 2

eBay base laid bare in court case

Michael West dinkus

Michael West   A stoush with former staff has unveiled an intriguing tax structure.

Michael Pascoe

Obama was wrong: Australia is not like the US


Michael Pascoe   Australia is not like the United States. We decided not to be.

Honesty matters in sport and business

Harold Mitchell.

Harold Mitchell   Whether it's the fall of Carlton Football Club or the scandal at 7-Eleven, the simple lesson is culture is key.

New ball game at ANZ

Clancy Yeates.

Clancy Yeates   Shayne Elliott's time in charge of ANZ will be more focused on squeezing returns out of the business, rather than radically reshaping or expanding it.


Steinberg rediscovers his inner Eagle

Colin Kruger - CBD dinkus.

Colin Kruger, CBD   It's grand final time and the smell of moth balls hangs heavy in the air.

Why Uber drivers should pay GST

Taxi drivers will undoubtedly face more competition, and will have to innovate.

Nassim Khadem   The ACT governments new regulations on ridesharing make sense, but UberX drivers still need to pay GST.

Comments 7

Bank dividends may not be sacrosanct


Elizabeth Knight   With their share registers full of retail investors, the big four have limited latitude to fiddle with dividends. But they may have to in the longer run.

Ceaseless scandal finally forces change

Adele Ferguson - dinkus - thumbnail - dink

Adele Ferguson   It took a month of ceaseless scandal for heads to roll at 7-Eleven.

Who is telling the truth, BHP or Mr Market?


Michael Pascoe   Putting aside yesterday's febrile trading, there's an underlying concern that one of our bluest blue chips is saying one thing about its future dividends and the market saying another.