The Deloitte Investment Monitor for the September quarter is out. Releasing the latest edition of the quarterly Investment ...
Weak job market signals kicked the DXY rally in the teeth. AUD fell anyway on growth worries. CNY up. Gold is trying to base.
The Australian right is tearing itself apart over net zero. This is so foolish, and the answer is so simple. In fact, the ...
The ferrous jaws must close. CIAS output for the last ten days of October crashed 9.8% with steel profitability. CISA steel ...
The Grattan Institute was at it again this week, claiming that Australia could magically solve its housing shortage if ...
One month ago, I argued that the Australian Treasury’s modelling of Labor’s 5% deposit scheme for first home buyers was proof ...
We’ve suddenly lurched from AI is unstoppable to a growth scare as jobs data weakens. The Market Ear. Wishing & hoping & thinking & praying AI mentions on earnings calls have exploded tenfold. Retail ...
The New Zealand economy continues to push through its housing bust and economic downturn. Yesterday, unemployment came in at ...
ANZ has a few nice charts showing how labour costs have nothing to do with the recent inflation pop. The Q3 trimmed mean ...
Exclusively from Gerard Minack. Australia remains stuck in a macro rut as anaemic investment spending is stretched by a fast ...
For a long time, I have bewailed the rise of fake left and its obsession with culture war issues like genitals, Palestine and ...
DXY is breaking out still. AUD rebounded in its fading trend. CNY meh. Gold trying to hold. AI metals a better day. The ...
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