Stephen Bartholomeusz | The Sydney Morning Herald

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Stephen is one of Australia’s most respected business journalists. He was most recently co-founder and associate editor of the Business Spectator website and an associate editor and senior columnist at The Australian.

Commodity boom adds to confusion about the outlook for inflation
Opinion

Commodity boom adds to confusion about the outlook for inflation

Does the new boom in commodity prices point to a longer and stronger post-pandemic surge in global growth and inflation than markets and central banks have assumed?

  • by Stephen Bartholomeusz

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Kerry Stokes thumbs a well-worn playbook for ‘$8 billion’ Boral bid
Opinion

Kerry Stokes thumbs a well-worn playbook for ‘$8 billion’ Boral bid

Kerry Stokes’ nil-premium bid is designed to ensure Seven doesn’t end up spending $8 billion to gain effective control of the building materials giant.

  • by Stephen Bartholomeusz
Risky business: The Fed, and Elon Musk, sound the alarm bells on financial markets
Opinion

Risky business: The Fed, and Elon Musk, sound the alarm bells on financial markets

The fact that Elon Musk could send the value of a cryptocurrency plummeting after a joke on Saturday Night Live tells you a lot about the state of financial markets.

  • by Stephen Bartholomeusz
China’s miscalculation on trade deal helps Biden rebuild the Western Front
Opinion

China’s miscalculation on trade deal helps Biden rebuild the Western Front

China’s response to European sanctions for its human rights violations has blown up a trade deal seven years in the making and pushed Europe closer to the US.

  • by Stephen Bartholomeusz
For ANZ and its peers it’s like the pandemic never happened
Opinion

For ANZ and its peers it’s like the pandemic never happened

ANZ’s interim results show few pandemic scars, leaving it apparently overcapitalised and able to contemplate big returns to shareholders. But it’s too early to declare victory.

  • by Stephen Bartholomeusz
The US dollar is on the nose again and that spells trouble for the RBA
Opinion

The US dollar is on the nose again and that spells trouble for the RBA

After a brief respite, the US dollar has resumed its fall. While that says something positive about the outlook for the rest of the world it isn’t such good news for the US, or the Reserve Bank.

  • by Stephen Bartholomeusz
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Boom times: We may be having another commodity supercycle
Opinion

Boom times: We may be having another commodity supercycle

One could easily think we’re in the middle of the kind of commodities supercycle last seen in the China-driven boom in the aftermath of the global financial crisis. But this time it’s different.

  • by Stephen Bartholomeusz
The Fed remains dovish even as the Biden binge hits $US6 trillion
Opinion

The Fed remains dovish even as the Biden binge hits $US6 trillion

The US central bank remains committed to its policies of ultra-low interest rates and large-scale bond-buying even as the Biden administration goes on an unprecedented spending spree.

  • by Stephen Bartholomeusz
Markets are behaving dangerously but central banks have their heads in the sand
Opinion

Markets are behaving dangerously but central banks have their heads in the sand

The level of peculiar and potentially destructive speculative activity in financial markets is being downplayed or ignored by central bankers.

  • by Stephen Bartholomeusz
‘Green washing’ rife as ethical investing dollars roll in
Opinion

‘Green washing’ rife as ethical investing dollars roll in

There’s increasing scrutiny of companies and fund managers that profess to be socially responsible.

  • by Stephen Bartholomeusz
Ghost from the past: Kevin Rudd is making a big mistake reviving an old tax debate
Opinion

Ghost from the past: Kevin Rudd is making a big mistake reviving an old tax debate

Kevin Rudd has advocated revisiting the resources super profits tax that helped cost him his prime ministership in 2010. The idea is ill-conceived.

  • by Stephen Bartholomeusz