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Your Democracy Tuesday, July 15, 2025 - 07:35 Source

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Your Democracy Tuesday, July 15, 2025 - 06:33 Source

There was much to read in the papers last Monday, the 7th of July. Three stories caught my attention.

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The Tally Room Tuesday, July 15, 2025 - 06:30 Source

Ben is joined by William Bowe from the Poll Bludger to discuss the latest Tasmanian state polls and go through Tasmania’s five electorates one by one, discussing the race and possible winners in each division.

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Your Democracy Tuesday, July 15, 2025 - 05:55 Source

The Guardian has published an op-ed in which is being called for more support for Ukraine. The piece acknowledges the difficulties for the Ukrainian army, the Russian advance and the lack of support on the part of NATO members. The author proposes that the West intervenes and organises no-fly zones in order to protect the unoccupied parts of Ukraine.

 

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Your Democracy Tuesday, July 15, 2025 - 04:44 Source

 

US President Donald Trump has threatened to impose “severe” tariffs of up to 100% on Russia’s trading partners unless a deal is reached to end the Ukraine conflict within 50 days.

Trump issued the warning on Monday during a meeting with NATO Secretary General Mark Rutte in the Oval Office.

“We’re very, very unhappy – I am – with [Russia], and we’re going to be doing very severe tariffs if we don’t have a deal in about 50 days,” he stated.

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MacroBusiness Tuesday, July 15, 2025 - 00:10 Source

This is wrong in every way that matters. Yahoo. Australia’s tourism sector says it is “great to see” Anthony Albanese spruiking the country’s postcard-perfect tourism offerings to would-be Chinese holiday-makers in Shanghai The Prime Minister on Sunday witnessed Tourism Australia sign a deal with Chinese travel giant Trip.com to promote Australia as the place to

The post More Chinese tourists means higher house prices appeared first on MacroBusiness.

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MacroBusiness Monday, July 14, 2025 - 16:00 Source

An uneasy start to the trading week as markets react to further bullying on trade from the Trump regime, with distracting letters sent to the EU and Mexico over the weekend. The USD was up slightly on the weekend gap before losing those gains later in the session as the EU indicated it will just

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Monday, July 14, 2025 - 15:20 Source
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Renew Economy Monday, July 14, 2025 - 15:14 Source
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Renew Economy Monday, July 14, 2025 - 14:27 Source
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Renew Economy Monday, July 14, 2025 - 14:26 Source

climate change protest signage ipcc report science - mazengarb - optimised

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Renew Economy Monday, July 14, 2025 - 14:01 Source
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MacroBusiness Monday, July 14, 2025 - 14:00 Source

The financial year-end, 30 June, was volatile. After all was said and done, our international fund finished up over 18%, and our Australian fund finished up over 15%. Our tactical growth finished up over 12%. All of our funds look attractive relative to their benchmarks, especially as they were all significantly less volatile than the

The post June 2025 MB Fund Performance appeared first on MacroBusiness.

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Renew Economy Monday, July 14, 2025 - 13:35 Source
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MacroBusiness Monday, July 14, 2025 - 13:30 Source

Bloomberg is out this week talking about the “once-in-a-generation trade” in the copper market: The Aug. 1 deadline for Trump’s 50% copper tariffs signals the endgame for the most profitable trade that industry veterans say they have ever seen… And the traders were only getting started. Trump’s probe fired the starting gun on a massive movement

The post The greatest ever copper trade appeared first on MacroBusiness.

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Renew Economy Monday, July 14, 2025 - 13:08 Source
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MacroBusiness Monday, July 14, 2025 - 13:00 Source

One could write an entire book on all the various drivers of Australian economic ruin. Today we will be taking the usual data-driven approach to examine the big three, in my view. Housing Is The Economy Back at the dawn of the 1990s, business lending was getting on for two-thirds of all outstanding bank lending

The post Why Australia’s economy is so broken appeared first on MacroBusiness.

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Prosper Australia Monday, July 14, 2025 - 12:49 Source
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Renew Economy Monday, July 14, 2025 - 12:31 Source

Kiar battery Bid Energy Partners

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MacroBusiness Monday, July 14, 2025 - 12:30 Source

Yawn. The Australian. Anthony Albanese and the ­nation’s biggest miners have made a joint effort to defend the nation’s $100bn iron ore trade with China, with billionaire ­Andrew Forrest warning that Australia faces an urgent race to fast-track a green metals industry or risk losing market share. The Prime Minister will put Australia’s iron ore trade

The post Neither China nor Australia wants green steel appeared first on MacroBusiness.

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MacroBusiness Monday, July 14, 2025 - 12:00 Source

As usual, everybody is asking the wrong question. AFR. The Trump administration’s undersecretary for policy, Elbridge Colby, is already leading a review into the AUKUS agreement between Australia, the US and the United Kingdom, and increasingly pushing for firmer commitments about how nuclear submarines would be used. Citing five sources, the Financial Times reported that Colby had asked Australia and

The post Taiwan should defend Taiwan appeared first on MacroBusiness.

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MacroBusiness Monday, July 14, 2025 - 11:30 Source

A small majority kept Labor’s China grovelling within acceptable bounds in its first term. But now, a big majority has unleashed a radicalised Albo who is spending his political capital on breaking ANZUS. Washington is not amused, and why would it be while we freeload on its defence capability and build up its archrival’s military?

The post Radicalised Albo pushes ANZUS to breaking point appeared first on MacroBusiness.

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MacroBusiness Monday, July 14, 2025 - 11:00 Source

When the sun set on 2023, Canada had one of the highest migration rates in the world, welcoming over 1.24 million new migrants over the calendar year, or 3.2% of the population. This left Canada ranked number 11 on the World Bank’s list of nations by population growth for 2023, sandwiched between various nations in

The post Canada schools Australia on immigration and housing appeared first on MacroBusiness.

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MacroBusiness Monday, July 14, 2025 - 10:30 Source

There is no end to Victoria’s disease when it comes to energy. Victoria is doing OK on its renewables rollout, though it has slowed recently. The problem is the price it will pay for it. Unlike other states, VIC and its capital, Megacity One, are gloomy places and will rely more on wind than sun.

The post LNG imports are pure Victoria disease appeared first on MacroBusiness.

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MacroBusiness Monday, July 14, 2025 - 10:00 Source

This economy is not growing at 5% in anybody’s mind except for the CCP’s and its menagerie of grovellers. Property is stuffed. Prices are still falling. Cars are doing better on the cash-for-clunkers. This was true of consumption more broadly, but much of that is over now after the vouchers were pulled. But exports are

The post The Chinese economy is on life support appeared first on MacroBusiness.

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xkcd.com Monday, July 14, 2025 - 10:00 Source

'Tin pest' makes more sense to me. Tin just doesn't want to be locked down in a shape like that. I get it. But why would any metal want to grow hair??

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Cheeseburger Gothic Monday, July 14, 2025 - 09:38 Source

I was having breakfast with a mate this morning who had just started watching Foundation on Apple TV, and I warned him that the first series was a bit ordinary but that he should stick with it because it got so much better in the later series.

I don't know how we segued from that to Blade Runner but I think we were talking about unfilmable books. Rob told me something I’d never known. Blade Runner was not a title Ridley Scott came up with because the original Philip K Dick story, Do Androids Dream of Electric Sheep? would’ve been a box office disaster.

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The Tally Room Monday, July 14, 2025 - 09:30 Source

This weekend’s Tasmanian state election is likely to be the last major election in 2025, barely halfway through the year, but that means the rest of this year will be redistribution season.

Two federal redistributions, in Queensland and Tasmania, are set to resume later this month when Parliament returns. Federal redistributions in South Australia and the ACT are also due soon. I will return to this topic in the next few weeks.

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MacroBusiness Monday, July 14, 2025 - 09:30 Source

Markets are so fun sometimes. Iron ore is in all sorts of trouble, but traders love to push a counter-trend rally. The latest MySteel data is still down as expected. Westpac sums it beautifully. Iron ore has been incredibly stable A good example of why to stay calm has been the relative lack of volatility

The post Iron ore hands bears a gift appeared first on MacroBusiness.

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MacroBusiness Monday, July 14, 2025 - 09:00 Source

Wall Street was unable to make another new record high as the Trump regime again pushed out more bully-boy letters (resplendent with spelling mistakes and ALL CAPS) to former allies and major trade partners, but saved the ink for the EU after markets closed on Friday night. Canada posted a very solid jobs report and

The post Macro Morning appeared first on MacroBusiness.

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