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MacroBusiness Monday, March 9, 2015 - 11:42 Source

The post ANZ job ads grow modestly appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 11:03 Source

Not sure what’s driving this today? At today’s iron ore price of $58.10, FMG is no longer making money but while other iron ore miners are down hard today, it’s off to the races: Falling dollar? Capital Group buying? New debt issue? Bottom fishing? Anyone heard anything?   Share on Facebook Share on Twitter Share on Reddit […]

The post Fortescue rips as profit evaporates appeared first on MacroBusiness.

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xkcd.com Monday, March 9, 2015 - 11:00 Source

It's my most ambitious project yet, judging by the amount of guacamole.

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MacroBusiness Monday, March 9, 2015 - 10:45 Source

From Bloomie: Net supplies will increase about 60 million to 75 million metric tons in 2015, in line with a 75 million ton rise in 2014, as mine expansions in Australia and Brazil more than offset closures in China, according to Sanford C. Bernstein & Co. Morgan Stanley predicts a net rise of 63 million […]

The post Iron ore road kill mounts appeared first on MacroBusiness.

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The Tally Room Monday, March 9, 2015 - 10:15 Source

Before the NSW election on 28 March, we have another election coming up this Saturday.

Voters in Gippsland South in Victoria will be voting in a state by-election to replace Peter Ryan, the former leader of the Nationals and Deputy Premier in the last government. The ALP is not running, but the seat will be contested by both the Nationals and the Liberal Party.

Read the guide here.

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Monday, March 9, 2015 - 10:10 Source

Rosie Williams has a BA in Sociology and is a budget transparency / open data advocate. In this post she discusses the possibilities for open data in health and offers an open invitation to the broader health community. Rosie writes:  In a...

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The Australian Independent Media Network Monday, March 9, 2015 - 10:09 Source

When Kathy Jackson blew the whistle on Craig Thomson for misusing union funds, she was praised by various members of the Coalition.  Tony Abbott described her as “a brave decent woman”, a “credible whistleblower” whose actions were “heroic”.  Christopher Pyne labelled her a “revolutionary” who will be “remembered as a lion of the union movement.”  George Brandis and Eric Abetz were similarly effusive in their praise.

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MacroBusiness Monday, March 9, 2015 - 10:08 Source

From Goldies on stocks: At an average of 19x forward P/E, Industrial stocks have never been this expensive: Growth had already re-rated, but now even ‘cheap’ stocks trade at unprecedented multiples. Despite this, even high-yielders whose valuations look most stretched relative to history are still very cheap versus bonds. …Mispricing recession risks; we downgrade Banks to Underweight from […]

The post Goldman: Finding value never harder appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 09:56 Source

Hoocoodanode? RBCC lowers thermal coal price forecasts to $US66-$US70/tonne vs $US70-$US80/tonne for 2015-17 RBCC lowers coking coal forecast to $US116-$US125/tonne vs $US128-$US135/tonne for 2015-17 RBCC lowers spot iron ore price forecasts to $US55-$US60/tonne for 2015-17 BC Iron cut to Underperform vs SectorPerform; target priced lowered to $0.35 vs $0.80 – RBCC Atlas Iron cut to Underperform […]

The post Sell-side iron ore downgrades begin appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 09:49 Source

By Leith van Onselen Dad’s Army’s Robert Gottliebsen (“Gotti”) has produced a tortured defence of Australia’s superannuation system today, claiming that the costs of the scheme are a “small fraction” of the “hoax” figures estimated by the Australian Treasury: As we start the next round of superannuation debate, we are still hindered by the elaborate […]

The post Gotti defends giant super rort appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 09:46 Source

From the SMH blog: The Australian dollar is likely to trade in the US60 cent range, or even as low as the US50c range in the next few years, according to Credit Suisse’s head of fixed income and economic research, Ric Deverell. “People are being way too conservative,” Mr Deverell said in an interview with […]

The post Aussie, Aussie, Aussie, sell, sell, sell appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 09:30 Source

The post Macro Morning: All hail the King! appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 09:23 Source

The post Kohler: Population ponzi preventing recession appeared first on MacroBusiness.

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The Tally Room Monday, March 9, 2015 - 09:15 Source

Orange1-2PPOrange is a safe Nationals seat in central west NSW, covering Orange, Forbes and Parkes.

Nationals MP Andrew Gee was first elected in 2011, and holds Orange by a 27.1% margin.

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MacroBusiness Monday, March 9, 2015 - 09:10 Source

By David Collyer from Prosper Australia In the second leaders debate of the NSW election campaign televised last night, ALP opposition leader Luke Foley proposed buyers be allowed to defer Stamp Duty, allegedly to ‘help improve housing affordability’. This idea must be condemned. Either Mr Foley is taking NSW voters for fools or is economically […]

The post NSW Labor offers the bubble fresh drinks appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 07:43 Source

The post Global bears maul Australia appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 06:21 Source

By Leith van Onselen It seems you cannot keep a dumb idea down, with Treasurer Joe Hockey reviving Independent senator, Nick Xenophon’s, dumb plan to allow first home buyers (FHBs) to access their superannuation savings to pay a house deposit. From The AFR: Mr Hockey opened the door to making superannuation more “flexible” – such […]

The post Hockey revives super-housing fix appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 06:11 Source

The post Boomers have no idea how good they had it appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 06:10 Source

The national auction clearance rate delivered yet another strong result over the weekend, driven again by strong demand in Sydney and Melbourne. The preliminary national clearance rate was 73.0%, down from last week’s 77.1%. However, as shown by the next chart, clearance rates remain highly elevated: Sydney’s clearance rate rose 0.5% to 83.3%, whereas Melbourne’s […]

The post Auction clearances remain elevated appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 06:09 Source

The post RP Data weekly housing market update appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 03:15 Source

The post Mining’s Minsky moment appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 03:10 Source

The post Daily LNG price update (rig smash) appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 03:05 Source

The post Daily iron ore price update (shakeouts) appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 03:00 Source

The post China exports launch, imports tank appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 02:54 Source

There’s no doubt about it, the US economy is weathering the commodity storm well. Friday’s night’s Non Farm Payrolls (NFP) were excellent at 295k, all charts from Calculated Risk: The unemployment rate fell to 5.5%, a full point below Australia: The trend is strong: The productivity measures stopped getting worse or are improving:    But […]

The post US jobs and rate expectations rocket appeared first on MacroBusiness.

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MacroBusiness Monday, March 9, 2015 - 01:01 Source

The post Links 9 March 2015 appeared first on MacroBusiness.

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North Coast Voices Monday, March 9, 2015 - 00:16 Source

Australian Government Dept. of Health National Notifiable Diseases Surveillance System - current CDNA fortnightly report:Between 7 and 20 February 2015, there were 1,073 notifications of Ross River virus (RRV) infection, compared with 542 during the previous period and 226 during the same period last year. During the past quarter there were 2,858 notifications, 2.3 times the quarterly rolling mean of 1,226 notifications (Figure 1).

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North Coast Voices Monday, March 9, 2015 - 00:15 Source

Over 18,000 people in New South Wales received federally funded high or low care community age care packages enabling them to continue living at home in 2011-12, their median age was 84.2 years.  Most were women living in their own homes and many lived alone. The most common reasons for people ceasing to use their age care packages was death or admission to residential age care. The majority of agencies providing this care are not-for-profit organisations.

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Prosper Australia Sunday, March 8, 2015 - 23:27 Source

In the second leaders debate of the NSW election campaign televised tonight, ALP opposition leader Luke Foley proposed buyers be allowed to defer Stamp Duty, allegedly to ‘help improve housing affordability’. This idea must be condemned. Either Mr Foley is taking NSW voters for fools or is economically illiterate. Stamp Duty is used by government […]

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Sunday, March 8, 2015 - 21:10 Source

Hopefully, somewhere there are researchers planning to document the impacts of the processes and outcomes of the Federal Government’s Indigenous Advancement Strategy (IAS); not least because of the likelihood of negative consequences for the...

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