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MacroBusiness Thursday, April 27, 2017 - 00:04 Source

Via CCP mouthpiece, Xinhua: President Xi Jinping has called for concrete efforts to maintain China’s financial security. Xi, also general secretary of the Communist Party of China (CPC) Central Committee, made the remarks Tuesday afternoon at a group study attended by members of the Political Bureau of the CPC Central Committee. Financial security is an

The post Xi declares Chinese develeraging the priority appeared first on MacroBusiness.

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MacroBusiness Thursday, April 27, 2017 - 00:01 Source

Global Macro / Markets / Investing: Why do asset prices move? – Philosophy of Money Bitcoin is getting close to its all-time high after the SEC says it will reconsider the Winklevoss ETF – Business Insider There’s a Huge Disagreement Between Bonds and Stocks – Blomberg This Hedge Fund May Be Poised to Create the Most Billionaires – Bloomberg

The post Links 27 April 2017 appeared first on MacroBusiness.

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The Australian Independent Media Network Wednesday, April 26, 2017 - 19:32 Source

The other day, I wrote a satirical piece where I suggested that Peter Dutton would claim that it was an operational matter and he wouldn’t be able to release any information about his sources for contradicting all those on Manus who disagreed with his version of events. Today he announced that it was “classified”. Therefore,…

The post Update On Peter Dutton… And Apology From Me! appeared first on The AIM Network.

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Antony Green's Election Blog Wednesday, April 26, 2017 - 16:16 Source

The merger of Family First and the Australian Conservatives owes much to last year's changes to the Senate's electoral system.

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MacroBusiness Wednesday, April 26, 2017 - 16:15 Source

by Chris Becker Risk on remains the trade as Aussie markets return to the fold and react relatively positively to a weak CPI print, with government bonds selling off slightly, but stocks rallied. The rest of Asia is also following the positive mood from the US, while commodity prices slip slightly as the USD firmed

The post Macro Afternoon appeared first on MacroBusiness.

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Prosper Australia Wednesday, April 26, 2017 - 15:30 Source

Lindsay David and Philip Soos at LF Economics demonstrate real rents are falling across the country, except in Hobart. This is only possible with falling wages, weak demand and excess housing supply. Little landlords have no compunction about evicting bolshie tenants – but they will now be doing everything possible to keep good-paying renters. Very […]

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Your Democracy Wednesday, April 26, 2017 - 15:03 Source

Sydney Wednesday 26 april 2017

A “full scale” drill to prepare for terror attacks will be conducted by law enforcement officials across six cities in the Washington, DC, metropolitan area on Wednesday morning, including cities in Maryland and Northern Virginia.

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Renew Economy Wednesday, April 26, 2017 - 14:41 Source

Plunging wind and solar costs put "hydrogen" economy at tipping point, with Australia urged to lay groundwork for opportunity to develop "green fuel" exports to replace coal and gas, a market potentially worth $40bn a year. ARENA likely to make it one of its key investment priorities this year.

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Renew Economy Wednesday, April 26, 2017 - 14:40 Source

South Australia reaches record wind output of 1,540MW on Anzac Day.

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MacroBusiness Wednesday, April 26, 2017 - 14:16 Source

Iron ore and coking coal futures have held Friday’s gains so far: Which has BHP and RIO  up a little, though FMG and WHC are down: Given RIO has barely corrected since the crash began, let us ask, what is the difference between it and FMG? Given FMG’s great deleveraging, and RIO’s reliance upon iron

The post Bear’s lick lips at ASX discounts nuthin’ appeared first on MacroBusiness.

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Renew Economy Wednesday, April 26, 2017 - 14:15 Source

Monash Uni offers long-term contract for 55GWh of new wind or solar in Australia's biggest non-government renewables tender, to date.

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Renew Economy Wednesday, April 26, 2017 - 14:13 Source

Tesla is making charging an even greater priority as they prepare for their first mass-market vehicle and continues to increase our Model S and Model X fleet.

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Renew Economy Wednesday, April 26, 2017 - 14:13 Source

Tesla is making charging an even greater priority as they prepare for their first mass-market vehicle and continues to increase our Model S and Model X fleet.

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Renew Economy Wednesday, April 26, 2017 - 13:53 Source

Southern Cross VC fund backs NSW-based “internet of things” energy data company Wattwatchers.

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Renew Economy Wednesday, April 26, 2017 - 13:30 Source

ASX-listed battery maker Redflow discovers electrolyte problems at pivotal time of home battery storage roll-out.

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Renew Economy Wednesday, April 26, 2017 - 13:28 Source

Policy initiatives in China, India and Australia to help deliver a near doubling of wind energy capacity within 5 years.

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Renew Economy Wednesday, April 26, 2017 - 13:23 Source

The plans are part of the Saudia Arabia's recently-announced intention to grow its renewable energy sources and spur development of wind and solar.

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Renew Economy Wednesday, April 26, 2017 - 13:23 Source

The plans are part of the Saudi Arabia's recently-announced intention to grow its renewable energy sources and spur development of wind and solar.

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Renew Economy Wednesday, April 26, 2017 - 13:21 Source

Building IQ has received a United States Patent for Predictive Energy OptimizationTM (PEO) technology that serves as a cornerstone for its 5i Platform.

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Club Troppo Wednesday, April 26, 2017 - 13:11 Source

An essay prompted by a friend recommending James’ essay I think largely for its defence of Menzies as worthy of more respect he’s been given by the left – which is a fair point. Cross posted from The Mandarin, which, to my surprise was interested in picking it up.

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MacroBusiness Wednesday, April 26, 2017 - 12:37 Source

From Capital Economics: When taken together with the RBA’s valid concerns that cutting interest rates further would threaten financial stability, today’s data suggest that underlying inflation is now at a level that the RBA will be willing to tolerate. As such, we are no longer expecting the RBA to cut interest rates further. That said,

The post Return of the lonesome dove appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 12:22 Source

The infantile “bondcano” just won’t go away: After a brief hiatus, the reflation trade is about to enter stage two, and Aussie investors should stay long this theme, Credit Suisse’s Hasan Tevfik says. …”we forecast reflation to return,” says Mr Tevik, Australian equity strategist at Credit Suisse. “The global macro backdrop remains buoyant with solid

The post Sputtering “bondcano” has another eruption appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 12:13 Source

By Leith van Onselen The Australian Bureau of Statistics (ABS) has released the Consumer Price Index (CPI) data for the March quarter 0f 2017, which registered another soft reading for headline inflation, with underlying inflation also remaining well in check. According to the ABS, headline CPI rose by 0.5% in the March quarter, the same

The post CPI in detail: inflation pressures well contained appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 11:57 Source

From DEEWR: Sadly DEEWR has taken to hiding the awful truth by pulling the seasonally-adjusted series. But there is no hiding it: The jobs market remains tepid at beast.

The post DEEWR job ads going absolutely nowhere appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 11:41 Source

From Moody’s: Moody’s Investors Service says housing affordability deteriorated on average across Australia over the year to March 2017, a credit negative for Australian residential mortgage backed securities (RMBS). Rising housing prices outstripped the positive effects of lower interest rates and moderate income growth. In the near term, Moody’s expects housing affordability to continue to

The post Yawn: Moody’s warns on bubble, AGAIN does nothing appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 11:36 Source

By Leith van Onselen The Housing Industry Association (HIA) has released its land sales report for the December quarter of 2016, which revealed further appreciation in vacant lot prices to unprecedented levels, as well as a crash in the number of lots sold (see next chart). According to the HIA release: “The volume of residential

The post Shrinkflation drives land prices wild appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 11:33 Source

Australia’s March QTR CPI is out and undershoots again: Dec Qtr 2016 to Mar Qtr 2017 Mar Qtr 2016 to Mar Qtr 2017 Weighted average of eight capital cities % change % change All groups CPI 0.5 2.1 Food and non-alcoholic beverages -0.2 1.8 Alcohol and tobacco 1.1 6.1 Clothing and footwear -1.4 0.3 Housing

The post Australian inflation undershoots again appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 11:22 Source

While the global bond bid continues to firm and interest rate curves to flatten, in one place the precise opposite is happening and fast: China: Money markets have a very similar trend: Some of this is PBOC tightening and some is Fed tightening triggering capital flight. But some, as well, is structural reform, via Bloomie: A

The post China’s shadow bank crackdown launches interest rate rocket appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 11:05 Source

By Leith van Onselen From The Australian comes the latest Newspoll survey, which reveals that a clear majority of voters support reducing tax breaks for housing investors: The Newspoll found that support for tighter rules on property investors cut across party lines, with 52 per cent of Coalition voters backing the changes compared with 57

The post Aussie voters back negative gearing and CGT curbs appeared first on MacroBusiness.

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MacroBusiness Wednesday, April 26, 2017 - 10:52 Source

From Macquarie: In this regards, the most indebted 10% of households are at most risk from rate increases. Our analysis below dissects this group by income quintile (i.e., highest 10% of households based on debt-to-income measure split into income quintiles). While a large share of debt (i.e., ~50%) resides within the highest income quintile, when

The post Macquarie downgrades banks of fading housing boom appeared first on MacroBusiness.

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