Weekend Links: 17-18 April 2021

‘Cumberland Creek, near Apollo Bay’ 1863, Nicholas Chevalier, Art Gallery of South Australia   Macro & Markets The War Against Financial Crimes: a Global System that Needs Restructuring – Guardian Mag Pandemics make us more averse to inequality – VOX Oil hits one-month highs as IEA, OPEC raise forecasts – Reuters The impact of COVID-19


Macro Afternoon: 15 April, 2021

ASX 200   Gold   Brent   Nikkei 225   Hang Seng   Nasdaq 100   S&P 500   FTSE 100   GBP/USD   EUR/USD   AUD/USD   Bitcoin       Australia – Unemployment, UnderEmployment & Underutilisation   Employment – Selected Nations 2020 – 2021


Macro Afternoon: 12 April, 2021

Gold   Brent   WTI   GBP/USD   EUR/USD   AUD/USD   Global Imbalances Index – note current account deficits of Anglophone world (US, UK, Canada, Australia, NZ) – 3/4 of the world’s current account deficit. Global Imbalances Tracker


Weekend Links: 10-11 April, 2021

‘Stony Rises, Lake Corrangamite’ 1857, Eugene Von Guerard, Art Gallery of South Australia   Global Macro Prince Philip has died aged 99, Buckingham Palace announces – BBC A taxing question for multinationals leaves stocks unscathed – Reuters Global supply lines struggle to clear container backlog after Suez chaos – Reuters US sanctions Chinese computer makers


Macro Afternoon: 8 April 2021

Prime Minister letting us know that vaccine his government has been lining up for nation should probably not be given to those under 50 Aussie Scholar   ASX 200   Gold   Hang Seng   S&P 500   Brent Crude   Nikkei   Footsie   AstraZeneca vaccine blood clot incidents spark Pfizer recommendation for under


Chartfest – 7 March, 2021

      …Terra Specufestor…. Australia – Job Ads       Australia – Building Approvals       Australia – dwelling values       Australia – Dwelling price growth       Australia – First Home Buyer Commitments       Australia – Housing Finance       Australia – State and Commonwealth


Weekend Links: 16-17 Jan, 2021

‘The Wave’ 1901, Julian Ashton, Art Gallery of NSW   Macro & Markets Investors resigned to Trump’s China ban, with Biden seen changing little – Reuters Global economy can shake off pandemic in 2021, policymakers say – Ninefax ‘This is not a game’: Global virus death toll hits 2 million – AP Revenge of the


Time for a Royal Commission on Australian politics’ China funding

Your Assistant Treasurer (and Minister for Housing) looking pretty matey with someone who may have allegiances to another nation.  Australians need to look at just who is funding Australian political processes, and who else’s interests are being served by any such funding.    YET ANOTHER SECURITY ISSUE OVER AN AUSTRALIAN POLITICIAN & SOMEONE WITH ACCESS


Summer Links: 28 December 2020

Ricketts Point, 1937, Peter Purves Smith, Art Gallery of South Australia   Macro & Markets Future shock: how will Covid change the course of business? – Guardian Chinese economy to overtake US ‘by 2028’ due to Covid – BBC Beyond the coronavirus, global shipping must meet the challenge of climate change – SCMP The year


Weekend Links: 5-6 December 2020

‘From the Sand Dunes’ John White, 1899, Art Gallery of South Australia   Macro & Markets More than 400 lawmakers from 34 countries back ‘Make Amazon Pay’ campaign – Reuters Is a post-COVID currency war coming? – Reuters US intelligence head says China is America’s ‘greatest threat’ in rare public warning – SCMP Container Shipping


MacroBusiness Links: 1 December, 2020

‘View of Geelong’ 1856, Eugene von Guerard, Geelong Gallery Macro & Markets Just like Trump’s tariffs, China’s trade attack will backfire – Ninefax There’s More Than Wine in Australia-China Trade Tension – Bloomberg, El Erian Americas ‘We’re a Pacific power’: Joe Biden faces pressure to hold hard line of defence against China – SCMP Trump


Weekend Links: 28-29 November 2020

‘Desert Landscape’, 1947, Douglas Roberts, Art Gallery of South Australia   Macro & Markets Fed policymakers may give new bond-buying guidance ‘fairly soon’: minutes – Reuters An economic recovery could happen sooner than we think – Ninefax ‘Revenge of the old economy’: Is this the start of the next commodity supercycle? – Ninefax, AEP OPEC


Sunday Supplement: 8 November 2020

‘A Billabong in the Goulburn Valley, Victoria, Australia’ 1878, H.J. Johnstone, Art Gallery of South Australia   Macro & Markets Bond markets should brace for tighter central bank squeeze – Reuters Record low rates are here to stay regardless who sits in the Oval Office. Will that keep markets pumping in the age of Covid-19?


Sunday Supplement 1 November 2020

‘McIntosh’s saw mill at Echuca, floodtime’ 1887 JW Curtis, Art Gallery of NSW   Macro & Markets ExxonMobil warns of $30bn writedown of shale assets amid energy price slump – Guardian Charting the Global Economy: Growth Surges in U.S., Euro Area – Bloomberg For Amazon, Apple, Facebook and Google business is booming – BBC In


Sunday Supplement: 25 October 2020

‘Wheel tracks’ 1970, David Armfield, Art Gallery of NSW    Macro & Markets New World Disorder: will a US-China cold war and Covid-19 finally kill off the United Nations? – SCMP…the UN is face down in the pool… People Fear a Market Crash More Than They Have in Years – NY Times U.S. antitrust case


Sunday Supplement: 18 October 2020

‘Rocks Condemned’ 1965, Reinis Zusters, Art Gallery of NSW   Macro & Markets US, China must continue coronavirus stimulus to help recovery from ‘crisis like no other’, IMF’s Georgieva says – SCMP A new coronavirus fear? New strain seen in swine has potential to jump to humans, US study finds – SCMP Top World Bank


Sunday Supplement: 11 October 2020

‘Midday, the Wimmera’ 1949, Arthur Boyd, Art Gallery of NSW   Macro & Markets HSBC calls start of a ‘great rebalancing’ as the global economy enters a flatter stage of the recovery – CNBC Scene is set for a ‘generational opportunity’ in equities, strategist says – CNBC ‘Treasuries on steroids’: U.S. banks’ mortgage bond trading


Sunday Supplement: 4 October 2020

‘Gift Bearers’ 1955, Albert Tucker, Art Gallery of NSW   Macro & Markets Low Taxes Are Never Enough to Attract Wealthy Residents – Bloomberg Climate crisis: Is it time to ditch economic growth? – DW Critical Minerals and the New Geopolitics – Project-Syndicate The Danger of Following the Fed – Project-Syndicate, Issing Don’t disregard potential


Sunday Supplement: 27 September 2020

La Perouse, 1947, William Dargie, Art Gallery of NSW   Macro & Markets Australia says world needs to know origins of COVID-19 – Reuters FinCEN Files show banks are not serious enough about beating money laundering – ABC What $2tn in possible corrupt activity reveals about Kleptopia – Guardian…the world is awash with corruption proceeds,


MB Radio: Irresponsibility becomes the new black

Ahead of the anticipated announcement of the Federal Governments trashing of responsible lending laws by moving oversight of financial lending from ASIC to APRA, Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the implications of the move, and how this positions the Australian economy.  The sound is a touch raw, and the discussion


Sunday Supplement: 20 September, 2020

‘The Hikers’ 1957, James Cook, Art Gallery of NSW Macro & Markets Worst Shipping Crisis in Decades Puts Lives and Trade at Risk – Bloomberg The next wave of the global recovery could send commodity prices soaring – CNBC Fed’s Kashkari says pandemic aid was also ‘banking bailout’ – Reuters U.S.-China investment flows slide to