Blogotariat

Developers and investors are warning that if Queensland wants any clean energy investment at all, it must stop randomly cancelling projects.

Danny criticizes U.S. and Western policy toward Russia and Ukraine, framing it as unrealistic "script-writing" divorced from battlefield realities.

Kaya Callis praised Trump’s diplomacy but argued Putin rejects peace, insisting Russia seeks war.

The speaker counters that Russia has offered peace on its own terms, while the West demands concessions from a weaker position it would never accept if roles were reversed.

New Zealand’s economy and housing market remain in a funk. As illustrated below by Justin Fabo from Antipodean Macro, the Reserve Bank of New Zealand’s Kiwi-GDP nowcasting model suggests that the nation’s GDP may have declined in Q2 2025 by 0.3%. New Zealand’s labour market is also suffering its weakest conditions in a decade outside

The post New Zealand desperately tries to reignite house prices appeared first on MacroBusiness.

The Aussie economy has passed the zenith of its historic government spending splurge as public investment peaks, according to Westpac. Today’s data showed that public investment was the primary drag. As the pipeline of public investment projects turns lower, this is feeding through into weaker activity. This quarter new public investment declined 3.4%qtr to be

The post Aussie growth craters with government spending appeared first on MacroBusiness.

Recently here at MacroBusiness, I explored how during the industrial revolution the investors in the stocks of American railroad companies did not see the huge returns that one might have expected, despite railroads dramatically transforming and boosting the U.S. economy. The piece posed an important question regarding the rise of AI: it’s entirely possible to be

The post Will data centres bleed money? appeared first on MacroBusiness.

Steel prices are in an outright rout. This is the opposite of what the Beijing parade should produce. Yet everybody wants town iron ore with Simndou two months hence? This is fruitcake time. Chinese steel margins are collapsing as inventories pile up. There is only one outcome here. Production must fall, and all ferrous inventories

The post Iron ore turns into fruitcake appeared first on MacroBusiness.

The left-leaning media have come out in force against the notion that Australia’s immigration intake remains too high. The SMH/Age posted a weak sauce ‘fact check’ on claims that Australia has experienced “unprecedented immigration” and “Big Australia by stealth”. The authors Natassia Chrysanthos and Shane Wright claim that the recent migration surge is merely ‘catch-up’

The post Migration lies, damn lies, and statistics appeared first on MacroBusiness.

Rewiring Australia's John Buchelin outlines what’s working, and what’s not, in the country's most ambitious community electrification pilot.

Overnight saw risk taking a dive as Wall Street returned and was volatile over a secret Google ruling that ended upsetting other tech stocks while the latest US manufacturing PMI print came in slightly better than expected, giving USD another drive higher. Like other undollars, the Australian dollar gave up its recent gains to head

The post Macro Morning appeared first on MacroBusiness.

The Albanese government has ignored the weekend’s protests and maintained Australia’s permanent migrant intake at the historically high level of 185,000. “It follows consultation with the states and territories, which recommended maintaining the size and composition of the Program, with a focus on skilled migration”, Immigration and Home Affairs Minister Tony Burke said via media

The post Labor keeps throttle on immigration appeared first on MacroBusiness.

DXY is up again. AUD is down again. CNY has popped. Gold is screaming at Trump to back off the Fed. Metals too. Mining bear still intact. EM no bueno. Junk hard reversal. The long bond is still selling. Stocks no likee. The ISM had a distinctly stagflationary feel. The Manufacturing PMI® registered 48.7 percent

The post Australian dollar mown down by bond vigilantes appeared first on MacroBusiness.

Leaked documents reveal how a shadowy BBC unit is “embedding” staff in foreign media outlets to “contest the information space” and generate “behaviour change” in favor of London’s geopolitical objectives.