We now have the immigration policies (“cuts”) from Labor, the Coalition, and One Nation, which all miss one vital ingredient to ensure that cuts to net overseas migration (NOM) are enduring.

The federal government and renewable energy advocates continually argue that renewables are the cheapest energy source.

I explained on Monday why Australia’s inflation problem is primarily domestically driven, in response to Treasurer Jim Chalmers’ claims that the war in the Middle East, not excessive government spending, was driving inflation.

You can’t tell from the headline index but iron nore is now falling at good clip/ The key is to adjust for abnormal shipping rates.

Victoria’s Suburban Rail Loop (SRL) must win the award for Australia’s worst-ever transport infrastructure project.

DXY and EUR, overbought and oversold, have finally reversed.

War headlines today: Three Hormuz attacks in last 48 hours.

On Tuesday, Opposition Leader Angus Taylor unveiled the Coalition’s plan to slash the rate of net overseas migration to 100,000 for its first two years in government, before it was later allowed to rise to 160,000 per year.

Last week’s 25 bp interest rate hike from the Reserve Bank has dealt a hammer blow to consumer sentiment.

Federal Treasurer Jim Chalmers has dashed hopes of any new cost-of-living relief, warning that his Government is about to be hit with billions of dollars in extra costs to service its debt.

Anthropic is concerned.

The Australian Greens elected a new leader, Senator David Shoebridge, last week after former leader Larissa Waters announced she was stepping away from the role because of chronic kidney disease.

DXY is refusing to push higer on the tumbling EUR.

War headlines today.

When the United States and Israel kicked off the ongoing war in the Persian Gulf back in February, it set off a chain of events that will continue to echo around the world long after the conflict has been consigned to the history books.

According to The Australian’s Mackenzie Scott, more than 102,000 Australians have used the federal government’s 5% first-home buyer (FHB) deposit scheme since it was expanded on 1 October 2025.

The 2026 Intergenerational Report, released last month, forecasts that the federal budget will remain in deficit for the next 40 years, with tax receipts falling short of expenditure.

If you are sceptical about Australia’s energy transition, which I am less so than LVO, these charts will really piss you off.

Iron ore is crashing.

Treasurer “Spin” Jim Chalmers defended the federal government’s inflation record ahead of Tuesday’s 0.25% rate hike from the Reserve Bank of Australia (RBA).

TME with the update on market positioning.

War headlines today.