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Global Macro / Markets / Investing: Sounding the Alarm on Leveraged Lending – IMF Oil Hedge Fund Giant Hammered in Crude’s Slide – WSJ Amazon’s Golden Fleecing – WSJ Is there a financial time bomb in sight? – Washington Post Forking hell, crypto is collapsing! – FT Jeff Bezos to employees: ’One day, Amazon will

The post Weekend Reading: 17-18 November 2018 appeared first on MacroBusiness.

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Via Bill Evans at Westpac: The Westpac Melbourne Institute Index of Consumer Sentiment rose 2.8% to 104.3 in November from 101.5 in October. That was a surprisingly strong result. In particular, respondents are much more positive about their own finances. That is despite consistent reports around weakness in the housing markets in the major capitals

The post Bill Evans: This time IS different for house prices appeared first on MacroBusiness.

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UQ study finds hydrogen fuel cell vehicles – If charged on Australia's main grid – will have three times the emissions of battery electric vehicles, and nearly double those of petrol cars.

AEMO is warning that the number of forced outages is rising dramatically. As Warren Buffett advised, it's smarter to change vessels than try and patch leaks.

A new super-group of seasoned global warming deniers and ex mining chiefs has formed to lobby for Australia's withdrawal from Paris accord.

The post Ageing ex mining chiefs set up new ginger group urging Paris exit appeared first on RenewEconomy.

By Leith van Onselen Just when I thought I’d seen it all, Victorian Liberal leader, Matthew Guy, has launched possibly one of the dumbest ever pre-election pitches: Tens of thousands of Victorian families will be able to swap out their old flat-screen TVs and fridges for new, energy-efficient products at half the price under a

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By Leith van Onselen The Teranet-National Bank House Price Index for October has been released, which shows that Canadian house price growth continues to bounce back from August’s post-Global Financial Crisis (GFC) low: Home values nationally declined by 0.4% in the month of October, driven by a 0.8% fall in Vancouver and a 0.2% decline

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Via Damien Boey at Credit Suisse: Our view is that the economy is overshooting We believe that growth will eventually slow as timely leading indicators [such as PMIs] are suggesting. We think that the [economy] is still being supported by infrastructure. The latest Access Economics data for Q3 suggest that growth in the stock of

The post Infrastructure boom running on empty appeared first on MacroBusiness.

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By Leith van Onselen The Australian Housing and Urban Research Institute (AHURI) has released a new report arguing that Australia is suffering from a critical shortage of 433,000 social housing dwellings that will continue to worsen unless dramatic policy action is taken: Over the next 20 years, it has been estimated that 727,300 additional social

The post Population ponzi drives critical shortage of social housing appeared first on MacroBusiness.

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By Leith van Onselen ABC Fact Check has debunked the Coalition’s and property lobby’s incessant claim that negative gearing is used primarily by ‘ordinary mum and dad’ middle-income earners with taxable incomes below $80,000: Miranda Stewart, a professor at the Tax and Transfer Policy Institute at Australian National University, told Fact Check that “using taxable

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In case it was not already clear, a new international report has charted Australia’s performance on climate and energy policy, putting it's "insufficiency" in stark relief.

In what must feel like an historic international relations low not matched since Lord Elgin sacked the Summer Palace, a desperate China has kow towed to our own headless chicken PM at the East Asia Summit, via the AFR: In a dig at former prime minister Malcolm Turnbull and former foreign minister Julie Bishop, under whom

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SolarEdge developed the world’s first EV-charging solar inverter which offers the fastest AC EV charging rates by supplementing grid power with PV power.