Blogotariat

If you listen to the masters of the financial universe, a revolution is upon us. In his 2025 letter, Larry Fink of BlackRock hailed tokenisation as the path to “democratisation.” The narrative is seductive: every asset—stocks, bonds, art, real estate—will live on a blockchain. Settlement becomes instant. Friction disappears. The gates of high finance are

There’s no doubt that 2025 has been one of the most politically chaotic years of the 21st century.

Amid the domestic and geopolitical mayhem unleashed by Donald Trump’s return to the White House, powerful interests were busy enacting a radical anti-democratic agenda that has already changed our world and will continue shaping it for years to come.

"I am standing here in this exquisite Chapel of St George at Windsor Castle, so close to where my beloved mother, the late Queen, is laid to rest with my dear father.

"I am reminded of the deeply touching letters, cards and messages which so many of you have sent my wife and myself and I cannot thank you enough for the love and sympathy you have shown our whole family.

"Christmas is a particularly poignant time for all of us who have lost loved ones.

President Donald Trump has announced that the US will keep or sell oil confiscated from Venezuela – what precedent does it set?

"Thus far in 2025, governments are experiencing the Trump-Vance administration announcing, crafting, and implementing decisions perceived by the White House as within the confines of international law," John Kavulich, an American political scientist and expert in international politics, tells Sputnik.

Why your “Green” fund might just be a lump of coal wrapped in expensive paper. Santa Claus was the original ESG (Environmental, Social, and Governance) investor. He maintains a strict (checks it twice) database of global citizens, performs due diligence on their behaviour, and engages in negative screening (the Naughty List) and positive allocation (the

The post Santa’s ESG Problem appeared first on MacroBusiness.

From the Market Ear: Stretch-marks Eight straight green months. Hedge fund leverage above the 90th percentile. Sentiment stretched, cash at record lows, and strategists unanimously bullish. Ten indicators say the same thing: risk is too one-sided. Stretchy streak With the SPX edging back into positive territory for December, the monthly streak of positive closes remains

The post A 10-signal cluster-f*ck appeared first on MacroBusiness.

Ukraine’s Vladimir Zelensky has unveiled a 20-point draft peace framework which he claims Kiev has been discussing with the US, presenting the document as a proposed basis for ending the conflict with Russia.

Zelensky disclosed the details during a briefing with journalists on Wednesday, claiming the draft largely reflects a joint Ukrainian-American position, while several key issues remain unresolved.

Ursula von der Leyen’s perma-smile is morphing into a rictus grin.

2025 could have been the year the six-year Commission president made her long-held ambition to make the EU a geopolitical powerhouse a reality.

Instead, as this week’s failure to tap Russian assets for Ukraine showed, the EU will enter the new year cowed by big powers, and more divided than ever by its own internal far-right forces, who have been needlessly emboldened.

WE ARE GOING TO EXPLORE THE VANISHING/RESURGENT PUSH FOR WOKEISM... FROM THE ONSET WE SHOULD STATE THAT THE LGBTi MOVEMENT DESERVES RESPECT AND ACCEPTANCE — AS WE HAVE DONE MANY TIMES ON THIS HONEST SITE... BUT THE MOVEMENT — A SMALL LOUD MINORITY — DOES NOT DESERVE TO RULE EVERYONE AS IT HAS TRIED TO DO.

In November, it was reported that the Albanese government wrote to the states demanding they rein in spending on hospitals. According to ABC News, the letter stated: “For states and territories to realise a Commonwealth contribution of 42.5% of public hospital costs by 2030-31, under the capped glide path model, it will be necessary for

The post The states vs Albanese appeared first on MacroBusiness.

Drive.com.au published interesting data showing the decline in battery electric vehicle (BEV) sales in Australia despite massive subsidies from governments. Over the first 11 months of this year, only 8.5% of vehicles sold were BEVs, down from 9.5% over the same period in 2024: Internal combustion engine (ICE) vehicles accounted for 70.7% of vehicle sales

The post Billions in subsidies and EV sales fall appeared first on MacroBusiness.

Over the last two and a half years, the Albanese government has embarked on a campaign that one former RBA economist characterises as artificially manipulating the headline Consumer Price Index through electricity subsidies. This has significantly suppressed the rate of headline inflation relative to where it would otherwise have been. Former Reserve Bank economist John

The post Former RBA economist blasts Albanese appeared first on MacroBusiness.

Wall Street and other risk markets continue to drift into holiday mode as a Santa rally gets underway in precious metals while the USD continues to face endemic pressure.  Yen continued to pullback after a big move on Friday while the Australian dollar finally made its way back above the 67 cent level following the

The post Macro Morning appeared first on MacroBusiness.