Stephen Anthony

Net Zero is Dead globally according to Bloomberg columnist Javier Blas: 'While renewables will erode the market share of fossil fuels, it will take a long time. bloomberg.com/opinion/articl… #netzero #RenewableEnergy #renewables #portfolio

Is a 100% renewables energy transition even possible within a reasonable timeframe for a acceptable economic and social cost. Our latest Op Ed. dailytelegraph.com.au/news/opinion/s… #renewables #reneweconomy #solar #windturbines #portfolioallocation #netzero #climatechange

Gold to Oil at its lowest point (ex-Covid) since President Nixon left the gold standard. This appears to be another great debasement trade going forward. But of course this is not investment advice. #gold #oil #portfolio #portfolioallocation

Suggested NDIS pricing and payments reforms. macroeconomics.com.au/2025/12/02/to-… #ndis #apr

Our latest Op Ed re Albanese Government's decision to backstop the SRL project. Not a slight on the ALP, which gave us Curtain, Chifley, Hawke and Keating as well as in the present-day Malinauskas, Minns and Mookhey. Something to do with Vic. afr.com/politics/austr…

Our Op Ed examines issues with the Federal Treasury's latest Net Zero modelling as an entre to thinking about the modelling of energy economics. We say the framework is key to underlying productivity growth rates across economies. macroeconomics.com.au/2025/11/09/pub… #NetZero #GreenEnergy

Re the Australian opposition's Net Zero policy impasse, perhaps they would do better adopting something like President Donald Trump’s Operation Warp Speed. This creates a technology race to a suitable transition. theaustralian.com.au/inquirer/treas…

Is the RBA is done cutting rates? Who knows. “The worst-case RBA is caught in a stagflation episode with low growth and rising core consumer price index. If that view is reflected in the first or second quarter 26, the RBA is forced to raise rates.” afr.com/markets/debt-m…

The most original pieces of economic analysis ever written in Australia is the document Policy for Industry Development and More Jobs released by the MTU in 1984. It has relevance especially in current policy debates. #MTU #AWU #ACTU #Industrypolicy #bank macroeconomics.com.au/wp-content/upl…

A picture tells 1000 words they say. In relation to the performance of the Victorian economy since the GFC - the chart below is chilling. A useful exercise asks what has gone wrong in Victoria and why are so few experts talking about it. See our take: lnkd.in/gaWz33k9

See our latest Op Ed which addresses the current predicament of the Victorian economy. We present a positive game plan to restore growth and vitality to what was once the manufacturing and banking capital of Australia. #ESG #Superanuation macroeconomics.com.au/2025/09/08/fiv…

The Final Report of the Independent Pricing Committee 2025 established to review National Disability Insurance Scheme (NDIS) pricing has been released. macroeconomics.com.au/2025/06/11/nat…

Great piece by my colleague at Macroeconomics Advisory, Alex Coram in The Australian. Focuses on the energy transition and the need to think about the policy solutions as an ongoing process of back solving from the net zero future goal to the present. theaustralian.com.au/inquirer/trans…

Spoke with Ross Greenwood on Business Now re central bank independence and RBA's balancing act. Thanks to Ross Greenwood and Stephanie Nash. Business Now | 12 August from 10 minute mark. skynews.com.au/listen/busines… #porfolioconstruction #RBA #Monetarypolicy #RossGreenwood

Great piece by Robert Gottliebsen. What an economic and environmental travesty offshore wind is. Power prices will go up with offshore wind, more than we thought theaustralian.com.au/commentary/the… via @australian

In our view the Australian Governments' key energy assessment analytics provide a false signal to policymakers, long-term investors and the general public and this is problematic for the energy transition. theaustralian.com.au/commentary/gen…

With priming beginning for Budget Lockup you may enjoy our macro strategy piece on Chalmernomics and its intellectual origins. #Budget24 #Inflation #RBA #Treasury #Portfolioconstruction macroeconomics.com.au/2024/05/13/on-…

My thoughts on prospects for private credit and macro strategy more broadly over the next 12-18 months. investmentmagazine.com.au/2024/04/why-th… #macroeconomics #strategy #portfolioconstruction #federalreserve #rba

You can't control the renewable energy resource, so we must control electrical supply to the system. Storage technologies must be examined. Our latest primer Alex Coram shows the opportunity cost of forcing a single trajectory pathway via wind and solar. macroeconomics.com.au/2024/03/18/sys…