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MacroBusiness Tuesday, October 14, 2025 - 12:30 Source

RIO this morning. Iron ore: Pilbara achieved its second highest Q3 shipments since 2019, up 6% from Q2. As part of our Iron Ore replacement strategy, West Angelas Sustaining Project received all Government approvals in October. • At the end of Q3, we had around 1.5 Mt of stockpiled ore at the SimFer mine gate.

The post Pilbara killer on track, on time appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 12:00 Source

It is critical to understand Australia’s immigration policy in a historical context. During the first 60 years following World War II, Australia’s net overseas migration (NOM) averaged 90,000 per year, with only two years exceeding 150,000. In the 15 years of ‘Big Australia’ immigration preceding the pandemic, NOM averaged 220,000 per year, a 145% increase

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MacroBusiness Tuesday, October 14, 2025 - 11:30 Source

As the base falls away, the structure rises ever higher. This is the pivot to Palestine in geopolitical terms. The Palestinian conflict has never been less relevant to everybody on earth. The great oil wars of the post-1970s period are over. The rise of US shale and non-OPEC oil has destroyed the geopolitical importance of

The post Pivot to Palestine never less relevant appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 11:00 Source

Stats NZ released migration data, revealing that only 10,600 net overseas migrants arrived in New Zealand in the year to August. This net migration gain was far below the decade average of 49,000 and around 125,000 fewer than the late 2023 peak. The fall in net overseas migration has been fueled by the exodus of

The post Record number of Kiwis flee New Zealand appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 10:30 Source

The ferrous complex is not making much sense these days, which is in line with the increasingly drunk casino engulfing everything. Iron ore took off on the prospect of Chinese economic catastrophe, then reversed the moment it was averted. Steel just keeps grinding lower. CISA data for late September was terrible, down 8%, with a

The post Iron ore turns Casino Royale appeared first on MacroBusiness.

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Your Democracy Tuesday, October 14, 2025 - 10:27 Source

Colonel Jacques Baud criticizes Ukraine’s battlefield and political strategy, arguing that Kyiv continues to sacrifice troops through rigid positional warfare rather than adapting to Russian maneuver tactics. He explains that Russia focuses on destroying enemy forces, not capturing territory, often withdrawing strategically to lure Ukrainian troops into artillery traps — a pattern consistent since late 2022.

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MacroBusiness Tuesday, October 14, 2025 - 10:00 Source

Bureaucracy and waste are drowning the state of Victoria. Victoria’s wage bill was $19.5 billion in 2014-15. The most recent state budget projects that wage costs will reach roughly $44 billion by 2028-29. The massive blowout in bureaucratic headcount is behind Victoria’s gargantuan wage bill. Labor costs are the state’s biggest expense and a key

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MacroBusiness Tuesday, October 14, 2025 - 09:30 Source

The global stock market looks stretched at first glance—but the story is more nuanced once you dig beneath the surface. The perception of lofty valuations is being driven almost entirely by the very largest companies, while much of the rest of the market is priced closer to historical norms. Why the Market Looks Expensive Headline

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MacroBusiness Tuesday, October 14, 2025 - 09:00 Source

Wall Street was able to rebound from the Friday night slump with all markets expected another TACO trade setup in the latest bruhaha with the Chinese over rare earth exports. Meanwhile the USD was able to rebound against some of the majors with gold soaring another 2% to above the $4100USD per ounce level while

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 06:48 Source

DXY is not going away. AUD bought the dip. CNY meh. Gold unhinged. AI metals likewise. Big bear bounced back. EM rollercoaster. Junk not buying it. Bonds bid bigly. BTFDUC! Who cna work out what means? Welcome to Trump world. A casino so unhinged that divining the movement of assets is the same as spinning

The post Australian dollar’s golden moon shot appeared first on MacroBusiness.

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Your Democracy Tuesday, October 14, 2025 - 06:31 Source

Yesterday the Government made some key changes to its superannuation tax scheme, after struggling to get the plan through the Senate. Paul Keating says the changes restore confidence in the retirement savings system.

 

Paul Keating

Keating welcomes changes to taxation of super

 

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Your Democracy Tuesday, October 14, 2025 - 05:59 Source

The US could attempt to assassinate Venezuelan President Nicolas Maduro after declaring him a drug lord and a terrorist, Politico has reported, citing informed sources.

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