Blogotariat

Risk markets are trying to digest quite a bit of macro news today with the Canadian election resulting in a Liberal victory, while a small reprieve in auto tariffs by the Trump regime looks possible amid the UK/EU announcing what could be a reversal in post Brexit trade barriers. The USD is back on the

The post Macro Afternoon appeared first on MacroBusiness.

Construction kicks off on a second, 320 MW solar farm at the site of Queensland's first hybrid PV and large-scale battery project.

ANU Senior researcher Dr Cheng Cheng reveals the electorates that could benefit most from renewables, and the MPs that can help or stand in their way.

CBC. Prime Minister Mark Carney’s Liberal Party is predicted to have won Canada’s federal election, according to local media. The Canadian Broadcasting Corporation (CBC), the national public broadcaster, said the Liberals will win more of parliament’s 343 seats than the Conservatives. A record number of Canadians voted in this election, which also became a referendum

The post Trump wins elections for globalists appeared first on MacroBusiness.

Before it turned full-blown woke, The Australia Insititute (TAI) used to talk sense on immigration. In 2015, TAI published an excellent research paper calling for a national debate on Australia’s future population: Since the Sydney Olympics in the year 2000 the population of Australia has grown by 25 per cent. In fact, since the Sydney

Large scale and rooftop solar are the most popular energy choices for Australians, although climate deniers prefer nuclear and coal, and really don't like wind farms.

The ferrous complex is still struggling. Reports from the ground in China are dour. Goldman. Over the past week, we met with onshore clients in Beijing and Shanghai, including mutual funds, private equity firms, and asset managers from banks, brokers and insurance companies. Compared to two months ago(late February), local investors are more concerned about

The post Iron ore into the tariff shock appeared first on MacroBusiness.

China is easily the world’s largest carbon emitter, comprising 31.5% of global emissions in 2023, according to Our World In Data. China’s insatiable coal consumption has largely driven its near exponential rise in emissions. China is the world’s largest coal producer, importer, and user, accounting for around 30% more coal consumption than the rest of

The post China doubles-down on coal use appeared first on MacroBusiness.

All opinion polls are pointing to an easy Labor victory at this weekend’s federal election. Sadly, a Labor victory will jettison the single best policy proposal of the campaign: the reservation of East Coast gas for domestic use. The Coalition’s policy promised to quarantine uncontracted gas sold on the spot market for domestic consumption. The

The post Gas reservation will be the election’s biggest loss appeared first on MacroBusiness.

The Market Ear on abandoned stocks. Climbing the wall of worry S&P 500 up 14% since April’s 7th intraday low – now trading back above 20x PE. Mag-7’s best week in 3 years (+9.4%) . US HF net leverage has bumped a lot from absolute lows (now sits at 49% vs a recent low <40%),

The post Stocks abandoned appeared first on MacroBusiness.

An uneasy night on Wall Street with minor moves as more earnings reports filter through amid more bluster from the Trump regime about nonexistent Chines tariff negotiations helping push USD lower against most of the majors as Pound Sterling hits a new three year high amid a UK/EU detente on trade. The Canadian Loonie remains

The post Macro Morning appeared first on MacroBusiness.

Last month, Vicki Thomson, the CEO of the elite Group of Eight (Go8) universities, claimed that international education is the nation’s third-largest export. Amid talk of imposing caps on enrolment numbers, Thomson said, “Do not put our third-largest export sector at risk. A $51 billion economy and, more than that, a sector which actually builds

The post International student “exports” are one big lie appeared first on MacroBusiness.

THE IRAQ WAR WAS A MASSIVE DECEPTION WHICH WAS EASY TO UNPICK EXCEPT FOR THE MMMM (MEDIOCRE MASS MEDIA DE MIERDA). THE WAR IN YUCKRAINE IS A MORE COMPLEX DECEPTION WHICH STARTED WAY BACK IN 1917, WHEN THE AMERICAN EMPIRE DECIDED TO DESTROY RUSSIA...