Blogotariat

Volatility in equity markets is slowly cooling down and indeed spreading to currency markets with some range trading across the Asian session today although the Kiwi is making big gains against the USD while the Australian dollar remains well above the 63 cent level this afternoon. Oil markets are still trying hard to stabilise with

The post Macro Afternoon appeared first on MacroBusiness.

Tonight, I will appear on DFA Live with Martin North from 8:00 pm AEST, where we will discuss everything related to the latest announced housing policies and the election. The YouTube feed is below. I hope to see you there. It promises to be spicy.

The post Join me tonight on DFA Live with Martin North appeared first on MacroBusiness.

Australia's only surviving newsprint paper producer has been extended a lifeline, with the promise of a federal grant to help wean it off coal.

Some Australian wind and solar farms have been hit hard by extreme weather events. Most have not. But how long will their luck last?

The Greens have performed best in the Australian Conservation Foundation’s (ACF) pre-election scorecard, receiving a rating of 98% for their environment and climate change policies. Labor was given a rating of 54%, with ACF CEO Kelly O’Shanassy praising policies such as its commitment to renewable energy and a continued ban on nuclear power. However, she

Cubico is pushing another Queensland wind and battery project through the EPBC process, despite the state's row-back on renewable energy targets

The ferrous market is not strong. Data is all over the place. We’ve had strong Chinese credit, but much of it is debt swaps with only marginal growth impact. Goldman. March total social financing (TSF) flows and new RMB loans came in above market expectations, mainly due to strong expansion of short-term corporate loans. Government

The post Iron ore dances on a pin appeared first on MacroBusiness.

Steve Austin from ABC Radio Brisbane interviewed me about the Greens’ housing spokesman Max Chandler-Mather’s claim that immigration does not negatively impact housing affordability. Chandler-Mather told Austin that targeting migrants was “scapegoating”: “We think that’s scapegoating a group that’s not responsible for the crisis. There’s a good study out now that demonstrates that international students

The Market Ear on the great flush. No one’s in Positioning is wrecked, volatility just snapped lower, and risk appetite has fallen off a cliff. But with buybacks set to return, vol-control exhaustion kicking in, and sentiment at extreme lows, the stage might be quietly set for a rebound no one’s ready for. Zooming out

The post Markets flushed appeared first on MacroBusiness.

Whoever is an aspiring Marian Christian like the writer obviously has in his heart a deep devotion to Saint Pio of Pietrelcina who in his diary made a bitter prophetic statement about the “Christian Homeland” which unfortunately turned out to be spot on…

Sponsored content: “Energy storage is not just a trend anymore, it is the future." Anker Solix unveils its Australia battery solutions and new partnerships.

TOON TO COME

Ukraine’s Vladimir Zelensky should never have started a war with Russia, US President Donald Trump has said.

In a press conference alongside El Salvador’s President Nayib Bukele in the Oval Office on Monday, Trump commented on Zelensky’s recent offer to finance $15 billion worth of Patriot air defense batteries with the aid of Kiev’s European backers.

“He’s always looking to purchase missiles,” the US presided noted.