Callam Pickering
Business Spectator
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Past articles by Callam:
The US housing recovery gathers pace
After a seven-year rut, momentum is finally starting to build in the US housing market. But a Fed hike could see it come to a screeching halt. → Read More
An inflation quandary for the Bank of England
Communications from the Bank of England indicate a rate rise later this year is on the cards, but key measures of inflation remain subdued. → Read More
A growth concern won't stop the Fed
There's nothing in the latest US growth data to delay a Fed rate hike, though the heavy reliance on the household sector leaves little room for error. → Read More
Weak business credit hints at a hard road ahead
There are signs that investor credit growth may have peaked, but stubbornly low levels of business credit will prove detrimental in the long run. → Read More
A key engine of economic growth is faltering
Rapid population growth used to be a key driver of Australia's economic expansion, but the tide is slowly turning. → Read More
The fragility of Australia's household wealth
Our ongoing reliance on external borrowing leaves us vulnerable to external financial shocks. → Read More
Corporate America needs to shift out of first gear
The US corporate sector isn't keeping pace with the recovery and is threatening to undermine the recent lift in employment. → Read More
Why Australia may need a recession
It's time we endured a little short-term pain to ensure long-term economic gains. → Read More
A hard slog ahead for households
The significant fall in wage growth could have important implications for Australia's next recession. → Read More
The hits and misses of Fed forecasts
The timing of the Fed's policy normalisation will depend on the accuracy of its economic forecasts -- and the central bank has a terrible track record. → Read More
Low rates are getting the job done
Critics argue that low interest rates haven't worked because growth remains weak, but it's important to consider the impact on the economy if the RBA hadn't cut. → Read More
The stubborn dollar is slugging the economy
The longer the dollar takes to drop, the worse it will be for domestic growth. → Read More
Policy blunders to put a brake on commercial lending
Flawed policy settings that reward speculation over productive investment will likely lead to a slowdown in commercial lending activity this year. → Read More
Policy blunders will put a brake on commercial lending
Flawed policy settings that reward speculation over productive investment will likely lead to a slowdown in commercial lending activity this year. → Read More
The labour market's wild ride isn't over yet
Recent jobs figures are hopefully a sign that the rebalancing process is gathering momentum, but considerable challenges remain for policymakers. → Read More
The RBA can't do all the heavy lifting
With rates so low, monetary policy is not as effective as it once was. We are fast approaching the point where fiscal policy needs to support growth. → Read More
The states' housing tax sin
A failure to act now on property tax - specifically stamp duty - could prove disastrous for state revenues in the next few years. → Read More
The forces squeezing household spending
A two-speed dynamic is emerging in the household sector, and it is likely to widen as the mining bust progresses. → Read More
Don't be fooled by the rebound in growth
GDP has received a boost in the near term, but keeping the economy on track over the next couple of years will prove a gargantuan task. → Read More
What Abbott doesn't get about the housing market
Housing affordability is a much broader issue than whether young people can afford to buy a home. → Read More