Blogotariat

Network boss wants stronger, faster collaboration on distributed energy reform, to avoid repeating mistakes – and to fast-track benefits long-promised to consumers.

Overnight saw the Federal Reserve hold fire in their latest FOMC meeting although the reasons were more domestic than foreign macro problems as the Trump regimes tariff tirades are really starting to slowdown the US economy. The potential entry of the US into the fraca in the Middle East gave risk markets further pause but

The post Macro Morning appeared first on MacroBusiness.

Master Builders Australia (MBA) has used a submission to the Productivity Commission to argue that the federal government should provide tax incentives to builders who meet industry standards. The MBA argues that this would help boost competition, investment, and productivity in the sector, while also reducing the cost of building new homes. MBA CEO Denita

One underrated voice in President Trump’s ear has broken his silence on the ongoing Israel-Iran war with a lengthy and powerful statement this morning that contains significant historical context. 

Tindo Solar lands five year deal to export Australian made solar PV modules to Vietnam.

The Israel-Iran war continues to dominate risk markets as the TACO-in-Chief threatens to join in with bunker busters and demands unconditional surrender. The dealmaker in action! The USD remains weak against almost all the undollars while domestic Japanese data is keeping Yen weak after the BOJ taper plan announcement. The Australian dollar is hovering around

The post Macro Afternoon appeared first on MacroBusiness.

If Australia is serious about a Future Made in Australia and becoming a ‘renewable energy superpower’, partnering with China is a must, not optional.

Usually, you want to buy a commodity when it is cheap and its producer is expensive. This is because low prices curb supply in commodities relatively quickly, so high mining valuations are usually a sign that the market is bottoming out. I have been expecting this kind of cycle to play out repeatedly with lithium

The post Thinking about lithium? Don’t appeared first on MacroBusiness.

The chiefs of AGL and EnergyAustralia say consumer energy resources are key to bringing down electricity prices, but only if orchestrated -- by them.

First report on Spain blackout blames grid operator for mistakes, thermal power plants for failing to do what they were paid to, and cites need for batteries and a smarter grid.

Harry Ottley, economist at CBA, has written an excellent report on the Q1 2025 Labour Account from the Australian Bureau of Statistics (ABS), which illustates the extraordinary growth in non-market (government-aligned) jobs. The following chart from Ottley shows that over the past decade, the growth in non-market jobs has trended higher: The non-market sector has

The Market Ear on rising stress. You know things are stressed in geopolitics… …when the latest VIX pop looks tiny compared to oil “VIX”, the OVX. Source: LSEG Workspace Well bid downside Skew continues moving higher, trading at the highest levels since the early April panic. The gap between SDEX and VIX is very wide

The post Stock stress builds appeared first on MacroBusiness.

Westpac with the note. The six-month annualised growth rate in the Westpac– Melbourne Institute Leading Index, which indicates the likely pace of economic activity relative to trend three to nine months into the future, dropped to –0.08% in May from 0.19% in April. The growth pulse has shown a significant deterioration since February, with May

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