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MacroBusiness Friday, July 4, 2025 - 10:30 Source

As I have noted for many years, managing money successfully in Australia is as stupid as the structure of the underlying economy. The only question before any fund manager that matters, given his/her reliance on relative returns, is whether to be overweight miners or banks. Equally, for a year or so I have been arguing

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Your Democracy Friday, July 4, 2025 - 10:19 Source

Mozambican writer Mia Couto once gave a remarkable speech about the political exploitation of fear, in which he denounced “those who fear that fear might end” (quem tenha medo que o medo acabe). In a nutshell: fearmongering — an extremely powerful and effective means of manipulation and control.

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MacroBusiness Friday, July 4, 2025 - 10:00 Source

The Market Ear on extreme greed! Say hello to extreme greed We are back in extreme greed land, trading at the most “greedy” levels since Feb 2024. Source: MacroMicro Finally Bulls getting excited and bears starting to give up. Not at extreme levels, but getting closer. Source: LSEG Workspace Nets catch up Net leverage for

The post Extreme greed arrives appeared first on MacroBusiness.

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MacroBusiness Friday, July 4, 2025 - 09:30 Source

DXY bounced with solid US jobs. AUD did not. Lead boots plod on. Gold gets more worrying by the day. Metals reversed. The big bear is not over. EM signs of life. But yields weighing. No bueno for BBB. Stocks only go up. US jobs were solid. Total nonfarm payroll employment increased by 147,000 in

The post Australian dollar squashed by US jobs anvil appeared first on MacroBusiness.

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MacroBusiness Friday, July 4, 2025 - 09:00 Source

Overnight saw the passage of the Trump regime’s Big Bloody Awful Bill for the middle/working class by the Republican controlled Congress, but this was overshadowed by a surprisingly upbeat NFP print that negated the negative ADP print the session before. While the BBB will lead to the near permanent destruction of low/middle America it is

The post Macro Morning appeared first on MacroBusiness.

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Your Democracy Friday, July 4, 2025 - 07:55 Source

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Your Democracy Friday, July 4, 2025 - 07:40 Source

The UK Secret Intelligence Service, commonly known as MI6, has played a central role in spreading false intelligence and engaging in provocative actions aimed at escalating global conflicts, British whistleblower and investigative journalist for The Grayzone, Kit Klarenberg, has told RT.

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Your Democracy Friday, July 4, 2025 - 06:18 Source

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New Politics Friday, July 4, 2025 - 03:42 Source

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MacroBusiness Thursday, July 3, 2025 - 16:00 Source

Stock markets were doing well in Asia until it seemed like a leak of tonight’s US unemployment print by Trump spitting his dummy calling for Fed Chair Powell’s resignation. This saw most equities pull back alongside S&P futures while the USD firmed against the undollars, with Yen easing off as speculation the BOJ may raise

The post Macro Afternoon appeared first on MacroBusiness.

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