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Weekly economic newsletter
Latest insights
The world we are in: war worries, beleaguered bond markets and AI angst
Friday, 18 September 2026
Last week’s update caught up on the state of the Australian economy. This time, in a week that saw the US Federal Reserve deliver its first rate rise since 2023 and Fed chair Kevin Warsh go some way to establishing his central banking credibility in the face of previous market scepticism, we examine some of the other key developments currently shaping the international economic environment.
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Budget 2026 and the New Economic (dis)Order
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About Mark Thirlwell
Mark Thirlwell has more than three decades of experience analysing the Australian and global economy, with a focus on the economic and geopolitical issues facing boards.He has held senior roles across government, financial services and policy institutions, including the Bank of England, JP Morgan and the Lowy Institute, and was previously Chief Economist at the Australian Trade and Investment Commission (Austrade). Mark holds economics degrees from Oxford and Cambridge universities and a postgraduate qualification in applied finance.
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