Blogotariat

I haven’t seen this report so can’t comment directly but here are Goldman’s new iron ore forecasts: Q1 US$120 a tonne Q2 US$115 a tonne Q3 US$105 a tonne Q4 US$100 a tonne 2025 $95 2026 $93 2027 $92 58% benchmark price to be 89% in 2024, 86% in 2025, and 83% in 2026 and

The post Goldman’s iron ore flying pig appeared first on MacroBusiness.

With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle.

The post MB Fund Podcast Preview: Sell Australia, Buy the World appeared first on MacroBusiness.

How delicious is political hypocrisy. Abundant and rich, it manifests in the corridors of power with regularity. Of late, there is much of it in the US Congress, evident over debates on whether the platform TikTok should be banned in the United States. Much of this seems based on an assumption that foreign companies are…

The post Prejudicial Bans: Congress Tosses over TikTok appeared first on The AIM Network.

The NSW solar farm that shares equal billing as the biggest operating PV project in Australia seals a deal to supply a commercial and industrial electricity retailer.

The Committee for Economic Development of Australia (CEDA) argues in a new report that the nation’s pool of skilled migrants is being underutilised. CEDA’s senior economist, Andrew Barker, says recent migrants earn significantly less than Australian-born workers, and many are in jobs that are beneath their skill level. “Recent migrants earn significantly less than Australian-born

In yesterday’s post I explored some of the intra-party dynamics you get under Hare-Clark when multiple candidates from the same party are competing.

In this post I wanted to map out the relative strength of different candidates from within a single party across an electorate.

There’s some similarities in style to this post I did for the last ACT election in 2020.

The Russian president gave an extended interview to the director of Sputnik’s parent media agency on Wednesday, focusing on the crisis in Ukraine, the threat of direct NATO intervention and the prospects for peace talks.

Risk markets were again quite muted overnight with the USD falling slightly in the wake of the recent inflation print as markets overall are positioning for next week’s Fed meeting. Wall Street stumbled again after trying to make another new high while European stocks performed soundly. Asian shares will try to claw back the previous

The post Macro Morning appeared first on MacroBusiness.

There are some great charts in this presention. Albert Edwards at Societe General. Complacency is dangerous. One only has to think of the fate of Julius Caesar on the Ides of March–which somewhat worryingly is this Friday. Hence now that almost every market guru has walked back their recession call, wouldn’t it be just typical

The post Albert Edwards: US hard landing dead ahead appeared first on MacroBusiness.

These days, everybody is a drama queen so it no surpise that a small fall in iron ore has them ripping at the bodice. Yet, so far, the correction in iron ore has been relatively small and not much more than blowing the froth off the NY party: Iron ore is very volatile so this

The post Iron ore drama eases appeared first on MacroBusiness.

NSW Premier Chris Minns Tweeted the following on Tuesday bemoaning Sydney’s deepening housing crisis: Minns cites NSW Productivity Commission analysis released last month bemoaning that young families are abandoning Sydney because they cannot afford housing: We can all agree that Sydney’s housing market is stuffed. Sydney’s rental prices are by far the most expensive in

Part II: Al-Aqsa Flood, or People’s War in the New Era

Mao Zedong says: the enemy advances, we retreat; the enemy camps, we harass; the enemy tires, we attack; the enemy retreats, we pursue. His theorizing on guerrilla warfare can be described as the flea war.

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With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to own international shares at this point in the cycle.