The ferrous jaws must close!

Seriously, who would want to be a tenant in Australia?

KPMG’s January 2026 outlook paints a picture of broad‑based, shortage‑driven price growth, with affordable suburbs and unit markets outperforming, and Melbourne, Brisbane, and Perth emerging as standout markets.

DXY is not recapturing former support levels. This is TACO (Trump Always Chickens Out) as his “massive armada” closes in on Iran.

Overnight saw Wall Street take a hit on tech stock earnings with Apple the next cab off the rank this evening.

For most of the history of modern economies, one of the most vital indicators for economic health was the volume and value of goods moving through a nation.

Australia’s energy demand will soar over the coming decades due to a combination of rapid population growth, the mass build-out of data centres, and the likely need for a fleet of energy-hungry water desalination plants.

Asian share markets are generally higher as all risk markets look on with hesitation around the seemingly inevitable Iran/US war as both oil and gold prices blowout.

To the rescue!

Charts from TME.

Chris Joye, a portfolio manager with Coolabah Capital, recently wrote an article in the Australian Financial Review arguing that the expansion of government spending was placing upward pressure on inflation and, by extension, interest rates.

More evidence today of China’s Great Depression.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by David Llewelyn-Smith of MacroBusiness to examine the latest slide in the U.S.

By Stephen Saunders Anthony Albanese’s responses to Bondi hew to a script.

A previously undisclosed $57 billion deterioration in the federal budget outlook has emerged since the election, driven mainly by higher long‑term spending under the Albanese government.

Do we need LNG import terminals?

The ferrous jaws must close!

The dark wish of every Beltway lunatic of the past fifty years is about to come true.

Nothing much to move markets overnight except a looming war in Iran and a pause in the continued structural decline of the USD with both the Fed and Bank of Canada holding interest rates with ECB officials broadcasting a similar sentiment.

DXY rebounded, but the former support is still resistance.

In a recent poll conducted by Ipsos for ITV News in the U.K., over 2,000 Britons were surveyed on their attitudes toward current levels of migration, among other things.

Alex Joiner, chief economist at IFM Investors, posted the following chart on Twitter (X) showing how underlying (trimmed mean) inflation in Australia has accelerated, raising the prospect that the Reserve Bank of Australia (RBA) will lift the official cash rate (OCR) by 25 bps at next month’s monetary policy meeting.