In this week's essential reading guide Kohler spies a Fed shadow over Australia growth, Bartholomeusz dissects Reserve Bank rationale and Koukoulas forecasts three years of economic data under the Coalition.

The taper weight
Alan Kohler
The Fed’s May pivot is a double-edged sword for the rest of the world, and will bring into question Australia’s 22-year record of unbroken economic growth.

The Fed (and the four?) keep the RBA quiet
Stephen Bartholomeusz
Stalling retail, falling confidence and slowing mining will ensure the Reserve Bank cuts again. But the Austalian dollar and, perhaps, the big four have stayed its hand this month.


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