Blogotariat

Tariffs, in an ever-evolving form, are front page of every business paper at the moment. Are they going to give cover for companies to push through another round of price increases? Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen do a deep dive on this topic. Can’t make it to the

The post MB Fund Podcast: Greedflation: Will Tariffs Give Companies An Excuse? appeared first on MacroBusiness.

Here is ‘hire a hawk” Warren Hogan blathering about holding rates high. Sky is lapping the idea of a rate cut being politicised for the ALP when, in fact, it is resistance to the cut that is politicised in favour of the LNP. Aussie inflation is beaten. Services inflation is falling with wages. Core is

The post Murdoch rolls out “hire a hawk” Hogan to bully RBA appeared first on MacroBusiness.

I very much enjoyed this very obviously planted story of ASD punking the Russian cybercrims who stole my Medibank data back in August 2022. The government (in fact, all of the 5 Eyes governments) dropped the story for a bunch of reasons, including image management and deterrence.

I doubt it will have a deterrent effect. You’d need more kinetic solutions for that to truly happen. But it is good narrative management to tell these tales occasionally.

From The SmAge:

Dr Raffaele F. Ciriello, a Senior Lecturer in Business Information Systems at the University of Sydney, claims that corporate elites have hijacked Australian universities. Australian public universities are no longer run for education. They have been taken over by a managerial elite that prioritises profits over academic integrity. Vice-chancellors earn more than the Prime Minister,

Australia’s manufacturing sector is the smallest in the OECD as a share of the economy. Manufacturing in Australia is also in terminal decline. Incitec Pivot, a major fertiliser company, closed its Australian operations in 2022 due to high energy costs. Qenos, Australia’s last major plastics producer, closed in 2024 due to high energy prices, leaving

The post There is no Future Made in Australia appeared first on MacroBusiness.

The latest US CPI print caused some volatility on currency markets and another wobbly finish on Wall Street overnight but European share markets were less reactive. The USD ended up broadly higher against Yen but other undollars remain somewhat steadfast as it looks like the trade war over tariffs might be a nothing burger. The

The post Macro Morning appeared first on MacroBusiness.

DXY shrugged off hot US inflation. AUD did too. The lead boots jaws are closing. Gold and oil do the opposite. Dirt bubblet. Mining doldrums. EM life?!? Nah. Yields up. Stocks flat. US inflation was worse than feared. However, January is always worse than feared, and the BLS has not fully adjusted to it post-COVID.

The post Australian dollar hoses hot US inflation appeared first on MacroBusiness.

The back and forth about Australia’s desire for an exemption from Donald Trump’s tariffs on steel and aluminium tells a sad tale about our country in this election year of 2025. We’re a wealthy, highly urbanised, industrialised, modern G20 nation. But there remains something of the colony about Australia – a far-flung place constantly looking for older, more powerful friends to look after us economically and militarily.

Ross Gittins claims, “The nation is finally coming to grips with home affordability”. “I’ve been watching and writing about the steady worsening in housing affordability for the best part of 50 years, and I’m more optimistic today than I’ve ever been”, Gittins wrote. “At every level, from governments at the top to mums and dads and

The post Politicians are feeding the housing crisis appeared first on MacroBusiness.

Keith Kellogg, the US presidential envoy for the Ukraine conflict, will meet with European officials in the coming weeks to advance President Donald Trump’s objectives, according to Bloomberg and The Telegraph.

The diplomatic campaign will reportedly kick off at the Munich Security Conference (MSC) on Friday, as the new US administration aims to recoup funds expended on the conflict in recent years.

Director of RE-Alliance, Andrew Bray, says local energy hubs could bridge the gap between government, industry, and local communities.

AGL CEO says Australia's biggest baseload generator has no plans for "always on nuclear," but is investing heavily in flexible assets including heaps of big batteries.

Overheated or what? The Market Ear. Stopped in/out Gold is putting in a massive shooting star candle so far today. You watch these type of candles very carefully after an asset has moved sharply as it could be the first indication of a short term trend reversal. The psychology is very powerful as it basically

The post Sell gold appeared first on MacroBusiness.