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Renew Economy Tuesday, November 11, 2025 - 14:26 Source
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Renew Economy Tuesday, November 11, 2025 - 14:23 Source
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Renew Economy Tuesday, November 11, 2025 - 14:19 Source

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MacroBusiness Tuesday, November 11, 2025 - 14:00 Source

Westpac says boom.. Westpac-Melbourne Institute Consumer Sentiment Index surges 12.8% to 103.8. First positive read since early 2022 and a seven-year high (excl. COVID period). Expectations improve as domestic recovery firms, trade risks subside. Strong gain is despite a less confident outlook for interest rates and jobs. ‘Mortgage belt’ is a notable exception, sentiment dipping

The post Consumer confidence goes boom and bust appeared first on MacroBusiness.

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MacroBusiness Tuesday, November 11, 2025 - 13:30 Source

Stats New Zealand’s most recent migration figures revealed that only 10,628 net migrants arrived in the country in the year ending August 2025, substantially below the decade average of 49,000 and around 120,000 fewer than the late 2023 peak. Part of the decline in New Zealand’s net migration is attributable to large numbers of Kiwis

The post New Zealand renters’ gain are Aussies’ pain appeared first on MacroBusiness.

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MacroBusiness Tuesday, November 11, 2025 - 13:00 Source

The Market Ear on improving gold technicals.  Gold moving again Gold found support on the big $3900 level, and was close to the 50 day. The shiny metal is putting in the biggest up candle (as of writing) since the sell off began. We are well above the $4000 area. Next bigger resistance at $4200

The post Orange man, gold rocket appeared first on MacroBusiness.

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Renew Economy Tuesday, November 11, 2025 - 12:41 Source
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MacroBusiness Tuesday, November 11, 2025 - 12:30 Source

The fake left meltdown continues today. The fake left Guardian is busy defending fake left media coverage. “Anyone who thinks this is about a 12-second clip on a Panorama more than a year ago that not a single viewer complained about is not reading the proper story,” said one. “What’s going on here is much

The post Neither the ABC nor BBC are “left” appeared first on MacroBusiness.

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MacroBusiness Tuesday, November 11, 2025 - 12:00 Source

In January 2003, the day before the Canberra bushfires struck, I left Melbourne with my now-wife to commence working as a graduate economist at the Australian Treasury. I was inducted by then-Secretary Ken Henry and his deputies, who taught us about the Treasury’s long tradition of providing “frank and fearless” advice to the federal government

The post The Australian Treasury is now a propaganda department appeared first on MacroBusiness.

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MacroBusiness Tuesday, November 11, 2025 - 11:30 Source

Goldman has an amusing take on the Shenzhen property market, once the hottest in China. Policy environment:The expert was relatively cautious regarding policy environment in Shenzhen. The expert highlighted that easing measures that have been introduced so far, such as HPR relaxation and mortgage rate cuts, have had limited effects and failed to effectively boost

The post China’s 16 years of property inventory appeared first on MacroBusiness.

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MacroBusiness Tuesday, November 11, 2025 - 11:00 Source

The Market Ear with more. Perfection prevails NASDAQ continues to trade perfectly within the trend channel that’s held since May. Buying dips near the channel lows and the 50-day has remained a simple and profitable strategy. The hammer candle we flagged over the weekend (here) looks powerful and confirms the setup. Source: LSEG Workspace More

The post Boom back appeared first on MacroBusiness.

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MacroBusiness Tuesday, November 11, 2025 - 10:30 Source

The ferrous complex is weakening fast, as it should. Streel production has been slashed, but prices keep falling. The steel export pressure release valve has closed. Mills are shuttering. “We are hearing more stories about steel mills facing mounting losses, prompting several to announce maintenance plans in November,” said Westpac’s head of commodity strategy, Robert

The post Iron ore jaws must shut appeared first on MacroBusiness.

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Renew Economy Tuesday, November 11, 2025 - 10:23 Source
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MacroBusiness Tuesday, November 11, 2025 - 10:00 Source

The Climate Change Authority recently warned that electric vehicles (EV) will need to account for 50% of Australia’s new car sales over 10 years if the federal government’s emissions reduction targets are to be met. Federal and state governments already provide substantial subsidies and incentives for EVs, which cost their budgets billions of dollars. Many

The post If EVs are better, why ban combustion engines? appeared first on MacroBusiness.

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Your Democracy Tuesday, November 11, 2025 - 09:37 Source

we expect something in return 

we atheist being nice to another run

makes us hope others will be nice to us

for the believer needs to be better plus

to get a place amongst virgins and angels

unless god demands wars against the infidels

to fill his kingdom with the cadavers of devils

that were our souls we grew with nasty wills

so life continues with her dying in his arms

because she chose him and he chose her

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The Tally Room Tuesday, November 11, 2025 - 09:30 Source

Today’s post is the latest chapter in my series analysing the history of previous parliamentary expansions at a federal level. In my last post, I analysed how the pendulum changed during the 1948 redistribution. For this post, I am going to look at how MPs responded to this new map, which seats were left without a sitting MP at the subsequent election, and how the swing varied depending on whether an MP ran for the seat. I’m basically doing the same analysis for 1948-49 as this post was for 1984.

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MacroBusiness Tuesday, November 11, 2025 - 09:30 Source

DXY is fading again. AUD popped. CNY yawn. Gold rebound. AI metals too. The chosen one returns. EM is back. Junk green light. Yields ease. Stocks BTFDUMF! The shutdown is nearly over. The White House expressed support for the bipartisan deal to end the US shutdown, which makes it likely the government reopens within days.

The post Australian dollar rips with risk appeared first on MacroBusiness.

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Renew Economy Tuesday, November 11, 2025 - 09:27 Source
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Renew Economy Tuesday, November 11, 2025 - 09:23 Source
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MacroBusiness Tuesday, November 11, 2025 - 09:00 Source

Everything is awesome on risk markets again as the US government shutdown appears over due to some spineless and feckless Democrats (but I repeat myself) bend the knee in the Senate. Wall Street rallied taking back most of last week’s losses with other stock markets following suit. This will probably last until the Supreme Court

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Tuesday, November 11, 2025 - 08:00 Source

In the ongoing debate surrounding the Australian economy, there have always been and will continue to be defenders of the current economic strategy, whatever it may be. Historically, it was one of backing industries, boosting home ownership and strongly targeted migration. This strategy, for the most part, had goals that both sides of the political

The post Australia’s private sector is on life support appeared first on MacroBusiness.

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Your Democracy Tuesday, November 11, 2025 - 07:16 Source

 

Patrik Baab argues that Western governments—especially in Europe—refuse to pursue a negotiated settlement with Russia because their political survival depends on continuing the war. He claims Ukraine is being sacrificed (“brought to the butcher”) to serve Western geopolitical interests, primarily the U.S. goal of weakening Russia.

According to this view:

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John Quiggin Tuesday, November 11, 2025 - 07:14 Source

114 years ago, the guns fell silent on the Western Front, marking a temporary and partial end to the Great War which began in 1914, and has continued, in one form or another, ever since. I once hoped that I would live to see a peaceful world, but that hope has faded away.

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Your Democracy Tuesday, November 11, 2025 - 05:55 Source

Now is the sinister time of year when the Barons of Big Oil gather together, under the auspices of the United Nations and with the blessing of most world leaders, to celebrate the 350 million needless deaths they plan to cause between now and 2050 in the name of profit.

 

Julian Cribb

The black work of big oil

 

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Your Democracy Tuesday, November 11, 2025 - 05:44 Source

 

People closer to the action than I are suggesting that the end is nigh for Sussan Ley. They may be right; momentum is often all in these matters.

But I would be cautious about thinking the walk to the gallows is imminent. There are only so many metropolitan seats that angry old men in the Liberal Party can lightly wave away.

 

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Your Democracy Tuesday, November 11, 2025 - 04:33 Source

Long, long ago – almost as if yesterday really – Ukrainians were promised that if enough of them were to die in a Western proxy war against Russia first, then, in an ill-defined, probably far-away future, their country – or whatever would be left of it – would be allowed to enter NATO. It is now considered rude to mention that promise, because the West has in effect broken it, while asking Ukrainians to please keep dying, preferably for a few more years at least.

 

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MacroBusiness Tuesday, November 11, 2025 - 00:05 Source

In 2023, the media in Australia and around the world became enamoured by research claiming that ‘upzoning’ planning changes introduced in Auckland in 2016 had resulted in a building boom and lower home prices and rents. I showed at the time that the research was inaccurate because it used a “biased sample” to skew the

The post Housing supply YIMBY’s are frauds appeared first on MacroBusiness.

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MacroBusiness Monday, November 10, 2025 - 16:30 Source

Risk markets in Asia are responding positively to possible news that the Republican shutdown of the US government may finally be coming to an end with the Senate passing a spending bill. Futures for Wall Street and undollars like gold and the Australian dollar have gapped higher as well with the latter leaping above the

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Monday, November 10, 2025 - 14:52 Source
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Renew Economy Monday, November 10, 2025 - 14:44 Source
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