Ben is joined by Kevin Bonham to discuss the collapse of the Tasmanian government just 15 months after the last election, and to look at some of the early moves for independents to find a new party home.
The Israel-Iran war continues to dominate risk markets as the new trading week gets underway here in Asia with share markets quite mixed while there has been a slight bit of strength in USD over the weekend gap, but still far from a proper safe haven bid. With all eyes on the Middle East conflict,
The post Macro Afternoon appeared first on MacroBusiness.
Another Monday Message Board. Post comments on any topic. Civil discussion and no coarse language please. Side discussions and idees fixes to the sandpits, please.
I’m now using Substack as a blogging platform, and for my monthly email newsletter. For the moment, I’ll post both at this blog and on Substack. You can also follow me on Mastodon here.
Hi everyone
My Brissie to the Bay cycle for MS Queensland, a huge success. Donations totalled $2595, which gave me the title of “Neuro Legend”. Thanks again to all the readers and friends who keep me going on events like this. I’ll never be competitive as a triathlete, but I’m still on top of my game as a fundraiser.
I had a very grown-up weekend. Jane and I had lunch at a little French place down in the Valley, A la Bonne Franquette, a spot I’d never noticed before, but it was fantastic—then we caught Materialists at the cinema across the street.
Following one of the largest increases in the industrialised world during the Covid-19 pandemic, New Zealand’s housing prices fell sharply. According to the REINZ home price index, presented below by Justin Fabo from Antipodean Macro, New Zealand’s real inflation-adjusted home prices have reverted to pre-pandemic levels. Separate data provided this month by Cotality reported that
It is a long-held belief of many in the Labor Party. Today it has morphed into doubts about AUKUS. Labor stalwart Sean Kelly. AUKUS, with its pros and cons, commands many column inches in this country; periodically it becomes the central topic of political debate, as it did last week. Similarly, there is much discussion
The post Should Australia give up on America? appeared first on MacroBusiness.
ANZ has a good idea. Property construction will decline another 30% to 580 million m2 by 2035 in our baseline scenario. Over 50% of new demand will stem from upgrading, instead of urbanisation. Urban renewal is unlikely to contribute much to the sector. Property rent rather than property price will be crucial to stabilise the
The post Chinese property bottom far, far away appeared first on MacroBusiness.