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Macro Afternoon
Chris Becker
10 hours ago
Rodney King 2.0 or a US coup?
Peter Hartcher is freaking out.
David Llewellyn-Smith
7 hours ago
9
Victorian government taxes economy into oblivion
Victoria’s budget finances are in disarray, with the state carrying the nation’s highest debt and lowest credit rating.
Leith van Onselen
6 hours ago
5
Stocks re-enter the old world order
David Llewellyn-Smith
6 hours ago
2
Chinese deflation intensifies
Chinese deflation marches on.
David Llewellyn-Smith
5 hours ago
China spews steel everywhere
The ferrous complex is nothing flash, that’s for sure.
David Llewellyn-Smith
5 hours ago
Australia must not cede to Trump on trade
Leith van Onselen
4 hours ago
4
The deliberate destruction of Melbourne
Melbourne’s population was about 3.5 million people at the turn of the century.
Leith van Onselen
4 hours ago
6
Albo to deliver his promise of falling living standards
Falling living standards is what he promised, and he’s not going to spend his political capital on anything else!
David Llewellyn-Smith
3 hours ago
17
Australians are being boiled slowly in recession
Last week’s Q1 national accounts release from the Australian Bureau of Statistics (ABS) showed that real per capita GDP fell by 0.2%.
Leith van Onselen
3 hours ago
4
Australian dollar tractor at new highs
DXY can’t get off its knees.
David Llewellyn-Smith
2 hours ago
3
Macro Morning
The first session following the release of the latest monthly US jobs print is usually benign and that’s what we had across most risk markets overnight as speculation about what the Federal Reserve will do until the next NFP print calmed down, sending the USD slightly lower against the majors.
Chris Becker
2 hours ago
Minack: Aussie interest rates about to crater below zero
Gerard Minack destroys Australia’s sick economy.
David Llewellyn-Smith
1 hour ago
10
Australia is a manufacturing wasteland
According to the OECD, Australia has the smallest manufacturing sector relative to its economy in the developed world.
Leith van Onselen
7 hours ago
14
Macro Afternoon
Asian share markets are having a buoyant session across the region on the back of the “just okay” US jobs report from Friday night and some further indication that the Federal Reserve is likely to keep easing while the ECB and BOE look set to finish or have already done so.
Chris Becker
15 hours ago
14
The great bullhawk crash lands on emergency rate cuts
All one really needs to be seen to be smart is Australia’s is to be loudest.
David Llewellyn-Smith
21 hours ago
13
Heroes of $7 coffee
The waste of space formerly known as the media had a good laugh at your expense over the weekend, that you can still afford or want to pay $7 for a coffee.
David Llewellyn-Smith
22 hours ago
27
Macro Morning
Friday night saw the release of the latest US jobs print – the non-farm payrolls or NFP for May – which came in on expectations although revisions and internal numbers show building weakness from the start of the year.
Chris Becker
22 hours ago
4
Australians suffer policy whiplash
The Abanese government this week looked set to make some sensible policy compromises before performing a 180-degree turn and fumbling the ball.
Leith van Onselen
23 hours ago
8
Australians are being lied to on housing
The Albanese government has engaged in a full-court press of housing disinformation.
Leith van Onselen
1 day ago
11
The great housing gaslight
Picture this.
Managerial Psychosis
2 days ago
23
Auction market crashes back to earth
The past few months have seen Australia’s auction market roar back to life.
Leith van Onselen
2 days ago
13
Australian dollar Goldilocks
DXY held on Friday night.
David Llewellyn-Smith
2 days ago
2
The economic week ahead
By Lucinda Jerogin, associate economist at CBA: Real GDP surprised to the downside at 0.2%/qtr.
Leith van Onselen
2 days ago
3
Weekend reading and media appearances
International Reading: ‘There’s no fraud’: Steve Bannon says Elon Musk’s DOGE cuts are a huge failure – Raw Story Trump calls for scrapping debt limit – The Hill Economists Raise Questions About Quality of U.S.
Leith van Onselen
3 days ago
67
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