HeyJaredChristopher Joye
- Indexed articles, last 90 days
- 9
- Latest publication
- Sep 25, 2026
- Outlet visibility, for Australian Financial Review
- Top 50K sites
- Earliest in this view
- Jul 10, 2026
Latest articles
AI boom could end in nasty global recession (opens the original)
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While the housing market tanks, the Reserve Bank of Australia could not give a rat’s bum about the first-order consequences. Home values across the five largest capitals have fallen 3.9 per cent over the past three months, equivalent to a 15 per cent annualised decline. Sydney is worse, losing 4.6 per cent in a quarter, or 17 per cent annualised. Melbourne is shrinking at a 13.5 per cent annual pace. Even the erstwhile boom markets of Perth, Brisbane and Adelaide, which still show positive year-
The best place to invest amid the bonds storm (opens the original)
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The topic du jour remains the bond-market bandits’ battle with bureaucrats over the long-term cost of capital. Many investors have been blindsided by the sharp increase in long-term discount rates, with the US 10-year government bond yield marching inexorably towards the all-important 5 per cent threshold. Its Australian equivalent has already pierced that barrier, climbing as high as 5.24 per cent during the week. So, what is driving this price action, and what does it mean for portfolios? Gift
The Reserve Bank must lift rates in September, despite housing slump (opens the original)
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All the data suggests that if the Reserve Bank of Australia is doing its job, it should lift interest rates in September. The inflation situation in Australia is dire, to say the least. We have long argued that our Taylor-rule modelling of the RBA’s optimal policy path puts the appropriate cash rate somewhere between 4.75 per cent and 5 per cent. The cash rate sits at 4.35 per cent today. Gift 5 articles to anyone you choose each month when you subscribe.
Bessent battles markets (and the Fed) (opens the original)
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US President Donald Trump and his Treasury secretary, Scott Bessent, have some problems. The first is that core inflation has accelerated from 3.3 per cent over the past 12 months to 3.8 per cent on a six-month annualised basis. While Trump has seemingly persuaded his newly appointed chairman of the Federal Reserve, Kevin Warsh, not to raise rates – potentially until after the midterm elections – Warsh’s parsimonious communications have nonetheless served to very clearly lift long-term interest
This housing correction is on track to break records (opens the original)
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Risk is everywhere you look. Long-term interest rates seem to be grinding inexorably higher: in the past month, the US 10-year Treasury yield has marched towards 5 per cent while Australia’s 10-year yield has pushed through that threshold. We have witnessed the inception of a globally synchronised hiking cycle, with the Reserve Bank of Australia, the Reserve Bank of New Zealand, the European Central Bank, Norges Bank and others lifting rates. Gift 5 articles to anyone you choose each month when
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For Australian Financial Review, the outlet · Measured Aug 1, 2026
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