Blogotariat

Oz Blog News Commentary
MacroBusiness Thursday, October 9, 2025 - 13:00 Source

With the release of the latest data from Statistics Canada, it was revealed that Canada’s fertility rate had fallen to just 1.25 children per woman. To put this into perspective, it’s lower than Japan’s fertility rate of 1.30 children per woman recorded during the height of lockdown during the pandemic in 2021. According to commentary

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 12:30 Source

The Market Ear on the bubble. Nothing is impossible Can the AI frenzy go into total overdrive? NDX now compared to 1999. Source: LSEG Workspace Retail mania “Retail investors have bought over $100bn of US equities over the last month on QDS estimates based on public data* – the largest 1-month buy on record, just

The post Dance like its 1997 appeared first on MacroBusiness.

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 12:05 Source

In this week’s podcast, we are taking a look at the crushing weight of Australia’s housing market—why affordability is being flattened under rising prices, what’s driving the squeeze, and what comes next for buyers, renters, and investors.  Can’t make it to the live series? Catch up on the content via Podcasts or our recorded

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 11:30 Source

A national interest policy process is one in which a well-informed government determines its policy settings via a specialist area of the bureaucracy. Next, the draft policy is released, and parliamentarians make well-understood arguments to the public via an intelligent media with its own specialists. Having fortified the polity with knowledge, the government might then

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 11:00 Source

A new report from Oxfam claims that the capital gains tax (CGT) discount and negative gearing are “disproportionately” benefiting Australia’s wealthiest, fuelling the housing affordability crisis and inequality, and harming the federal budget. Accordingly, Oxfam has called on the government to “properly tax wealth and restore a progressive tax system that works for working people”.

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 10:30 Source

It appears that the government-funded jobs printer of the Albo era is slowing faster than the crushed private sector economy of the Albo era can catch up. Public spending has been much more labour-intensive than private spending, given its focus on the bedpan economy. There is mounting evidence that this is resulting in a softening

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 10:00 Source

This week’s consumer sentiment survey from Westpac revealed that Australian house price expectations are at their highest level in 15 years, following a 2.1% rise in October. Westpac also noted that “expectations are stronger still in Queensland (184)”. Queensland’s housing market has boomed following the pandemic to become the nation’s second most expensive jurisdiction after

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 09:30 Source

In last week’s monetary policy decision, the Reserve Bank of Australia (RBA) decided to keep the official cash rate on hold, citing resurgent inflation risks. The RBA’s statement noted that “the decline in underlying inflation has slowed”, with “recent data, while partial and volatile, suggest[ing] that inflation in the September quarter may be higher than

Sticky: No
The Tally Room Thursday, October 9, 2025 - 09:15 Source

The Australian Electoral Commission yesterday published the official statistics that will be used for federal redistributions in South Australia, Tasmania and the ACT. This gives us a bit more insight into what is likely to happen in those redistributions.

Sticky: No
MacroBusiness Thursday, October 9, 2025 - 09:00 Source

The ferrous complex remains paralysed by too much versus too much hope. Some Morgan Stanley charts illustrate the point. Steel is weak globally and abundant in China still. We are about to witness the weakest New Year restock in history, just as Chinese steel exports top out on trade wars. Iron ore is everywhere! The

The post How fast will the Pilbara be killed? appeared first on MacroBusiness.

Sticky: No

Pages