Miscellaneous

252

New Years Links, 1 January 2019

Sunset in a Subduction Zone, James Gleeson, 1986, Art Gallery of NSW   Macro & Markets Trump Hails ‘Big Progress’ Towards China Trade Deal – Bloomberg El-Erian, Like Trump, Says Fed Would Benefit From ‘Better Feel’ – Bloomberg Chinese and US tech giants face growing political risks – Nikkei Asian Review Life Is Getting Harder

195

Links 28 December 2018

The Wasteland II, Jeffrey Smart, 1945, Art Gallery of NSW   Macro & Markets Not just China: why the global economy needs Beijing’s stimulus measures to boost growth – SCMP China says has made plans with U.S. for face-to-face trade meeting in January – Reuters This is not a time for investors to think long

173

Boxing Day Links December 26, 2018

Heat Haze, Dorrit Black, 1919, Art Gallery of NSW   Macro & Markets Oil plunges 6 percent as economic slowdown fears grip market – Reuters Dollar Exposed to Dysfunction and Paralysis in Washington – Bloomberg ‘The worst is yet to come’: Experts say a global bear market is just getting started – CNBC   Americas

1

Population ponzi causes shocking decline in Melbourne affordable rentals

By Leith van Onselen The Victorian Department of Health and Human Services (DHHS) has released alarming new data showing a massive decline in affordable rental options across Melbourne. While the annual growth in median rents across Metropolitan Melbourne moderated to 3.2% in the year to September: It remains well above inflation (2.2%) as well as

3

Bull trap banks pick up yield bid

AUD is still struggling through the morning: Bonds are paring gains but yields are now trending down nicely. More to come: ASX is hanging on at the cliff’s edge: Dalian has opened with a minor bid: Big Iron likewise: Big Gas is hopeful of an OPEC rescue. I am not: Big Gold has a Fed

8

Car sales keep on crashing

Via FCAI: National motor vehicle sales eclipsed the one million year-to-date sales mark during November 2018, in a month which overall sales were down according to the latestdata released today by the motor industry’s statistical service, VFACTS. National vehicle sales for November reached 93,860, down 7.4 per cent from November 2017. The overall market decline

43

Would you like poo with your burger?

Some light relief today from Maccas as we await the RBA: A study recently conducted by researchers at London Metropolitan University found that touchscreens used by customers at multiple McDonald’s locations were covered in fecal bacteria. Dr. Paul Matawele, one of the lead researchers in the study, explained that the spread of this bacteria could lead

75

Another shock to Aussie growth as drought bites

Via QCL: HORROR receival figures into the GrainCorp storage network highlight the depth of the drought in Australia’s north-eastern cropping zone. Total new-crop grain receivals into the GrainCorp bulk handling network as of November 5 totaled just 93,300 tonnes, with Victorian deliveries, traditionally not a major factor until December, making up over a quarter of the tally. And

562

Weekend Links, 3-4 November, 2018

Sheep Country, Burra, 1950, Douglas Dundas, Art Gallery of NSW   Markets and Macro Gold buying by central banks hits its highest level in almost three years – CNBC Trump says he and China’s Xi had good exchange on trade – Nikkei Asian Review Start-Ups Ask, ‘Are We Making Money for Saudi Arabia?’ – NY

22

Energy carteliers take a huge shit upon you

There is no way to sugar coat this so you’re getting it straight today. These guys are incorrigible, at the AFR: The chief executives of Origin Energy, AGL Energy and their smaller electricity retailing competitors look set to have a united and firm message for Energy Minister Angus Taylor at the “roundtable” he has convened

9

MacroBusiness Chartfest 13-14 October, 2018

        Australia Australia Consumer Confidence         Australia – Housing Approvals not yet commenced         Australia Housing – Average Loan Size       ; Australia – Housing Prices by City         Australia – New Dwelling Completions         Australia – Dwelling

43

Aussie dieticians backflip on nutritional guidelines

By Leith van Onselen Back in 2016 I penned an article, “Aussie dieticians are wrong about fat”, which criticised Australian dieticians’ staunch defence of existing failed dietary guidelines that promote a high carbohydrate / low fat diet: Since the Australian food pyramid was first introduced in 1982, it has told Australians to consume large quantities

2

MB Fund Live Webinar – Australian Dollar Reflation? (Today)

Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the future of the Pacific Peso. – What is sitting behind the recent fall in the AUD? – Can the current drivers be relied upon for future direction? – How is the Emerging Markets Crisis and Trumps Trade

28

MB Fund seminar – Sydney today!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

20

MacroBusiness Chartfest September 1-2, 2018

  Australia       Australia – Economic Policy Uncertainty   Sydney & Melbourne – Auction Clearances   Australian GDP   Coal Production & Consumption    Electricity Generation   Major LNG Plants   Implications of Tightening Lending Standards   Disposable Income by Decile   Loan Rejections   Public Satisfaction with the National Direction   Tobacco

0

Live MB Webinar – The Nervous Investor

Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss current market conditions and how someone who is nervous about entering sharemarkets can still take advantage of opportunities. – Capital protection whilst still capturing some upside of shares – When to climb the wall of worry

13

Netflix is dominating the ANZAC pay TV market

By Leith van Onselen Earlier this month, Roy Morgan Research revealed that Netflix had lifted its Australian subscriber base to 9.8 million households after a 30% annual surge in subscribers. By contrast, Foxtel’s subscriber base slid by 2.7% to 5.4 million households: Yesterday, Roy Morgan Research released similar analysis of the New Zealand subscription television market,

7

2018 Sydney MB Fund Seminar announced!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is of course The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and