Blogotariat

The Market Ear on the bubble. Hold your shorts GS US Equity Sentiment Indicator of investor positioning continues to be a mystery. Do not short until this one is positive 1 sigma again. Source: Goldman Only half a sigma The Deutsche Bank “consolidated equity positioning” indicator still has plenty of room to reach levels associated

The post This is not how a bubble bursts appeared first on MacroBusiness.

A key reason for the decline in Australia’s productivity and living standards is that the country has grown rapidly through mass immigration. World Bank data presented below shows that Australia’s population increased by 45% (circa 8.5 million) in the first 25 years of this century, the strongest growth in the advanced world. However, Australia has

Everybody celebrate! Yahoo. Shanghai, the commercial and financial hub of mainland China, has further relaxed its home purchase policy, following Beijing’s lead to rejuvenate the nation’s sluggish property market. Local residents could now own an unlimited number of flats outside the city’s outer ring road, an area where two-thirds of Shanghai’s housing is located, municipality authorities said

Risk markets are having second thoughts about the dovish mood at the Federal Reserve with the USD taking back nearly half of its losses from Friday night, especially against Euro but this is being led mainly by French political problems. It was more hawkish comments from other Fed members that is seeing Yen, Pound Sterling

The post Macro Morning appeared first on MacroBusiness.

A mammoth synchronous condenser is nearing completion in Victoria's west, as two massive 250 tonne halves hauled into place.

State of the Energy Market report looks back on a record-breaking 2024 for wind and solar and their impact on the grid – and a stunning decade of change.

Half-a-dozen community-scale energy storage systems have been launched on Phillip Island as part of a state government-backed program.

While so many modern christians are despicable bigots whose main aim in life seems to be to make life miserable for people who are not like them, perhaps one of the worst was a bloke called James Dobson who founded the ultraconservative Christian organisation Focus on the Family in 1977. He died a day or so ago at the age of 89. Born in 1936 in Shreveport, Louisiana, Dobson was initially a child psychologist who launched a radio show to counsel Christians on parenting1. He also wrote Dare to Discipline and The Strong-Willed Child and, among Christians, these books were deemed classics.

The Economic Reform Roundtable is ostensibly all about productivity. Treasurer Jim Chalmers has argued that cutting red tape and speeding up approvals is the key to unlocking growth. It’s the old trickle-down idea made new again by Ezra Klein’s book Abundance: make it easier to build, and prosperity will follow. It’s an appealing story. But […]

The post Fixing productivity needs more than deregulation — it needs tax reform first appeared on Prosper Australia.

The government should abandon complex schemes designed to preserve private sector involvement and instead directly fund renewables through vanilla CFDs.

GridBeyond expands its offer for asset owners following the launch of Forecaster in the second quarter this year.

Without clear policy, stable regulation, and transparent planning frameworks, Queensland risk stalling at the very moment we should be accelerating.

It is big. Very big. The Market Ear. But it can get bigger! Or not… A period of sorting and cleansing is underway  For a time, the dominant narrative suggested that AGI was only two or three years away — that “magic AI” would emerge and rapidly take off into superintelligence. As discussed on the

The post Measuring the AI bubble appeared first on MacroBusiness.