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Oz Blog News Commentary
MacroBusiness Friday, January 30, 2026 - 11:30 Source

The ferrous jaws must close! A 2% pop yesterday, driven by news of the easing of the “three red lines” for some Chinese property developers, faded overnight. This is quite right, but it shows that sentiment is in no mood for reflexive recoveries. The news flow wasn’t bullish on the ground, either. Inventories of imported

The post Iron ore fails to launch appeared first on MacroBusiness.

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Renew Economy Friday, January 30, 2026 - 11:13 Source

solar panels shipmentSalespeople are using social media to urge consumers get in soon to beat solar panel price rises, but is it as big a deal as they are making out?

The post Ignore your algorithm: Solar prices are going up in 2026, but it’s not a crisis appeared first on Renew Economy.

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Renew Economy Friday, January 30, 2026 - 11:05 Source

Origin starts tapping into revenues from the first stages of the two biggest battery storage projects currently being built in Australia.

The post Origin taps into revenues from the first stages of the two biggest battery projects in Australia appeared first on Renew Economy.

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Renew Economy Friday, January 30, 2026 - 11:04 Source

The Federal government will likely end up with most of the utility-scale renewable energy developed from 2027 onwards, covering existing "gentailers" into retailers.

The post Powering data centres and smelters: A government monopoly may be the future of the NEM appeared first on Renew Economy.

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MacroBusiness Friday, January 30, 2026 - 11:00 Source

Seriously, who would want to be a tenant in Australia? Advertised rents have soared by 43% over the past five calendar years, adding nearly $10,700 to the annual cost of renting for the median household: As a result, tenant households are paying a record share of income to rent the median home: Meanwhile, competition is

The post Renters are second-class citizens appeared first on MacroBusiness.

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xkcd.com Friday, January 30, 2026 - 11:00 Source

There's also a proof without content of a conjecture without content, but it's left as an exercise for the reader.

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MacroBusiness Friday, January 30, 2026 - 10:30 Source

The February RBA meeting is a closer call than markets are pricing it for, according to Deutsche Bank. The bank notes that headline CPI increased 1.0% monthly/3.8% year over year in December, about 0.2 points higher than expected. Although year-ended slightly above consensus at 3.4% (3.35% yoy to two decimal places), key core metrics were

The post Why the RBA won’t hike rates appeared first on MacroBusiness.

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MacroBusiness Friday, January 30, 2026 - 10:00 Source

KPMG’s January 2026 outlook paints a picture of broad‑based, shortage‑driven price growth, with affordable suburbs and unit markets outperforming, and Melbourne, Brisbane, and Perth emerging as standout markets. Despite affordability challenges, Australia’s housing market is expected to remain tight, competitive, and upward‑trending through 2026. Last year recorded stronger‑than‑expected growth, with national house prices rising by

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MacroBusiness Friday, January 30, 2026 - 09:30 Source

DXY is not recapturing former support levels. This is TACO (Trump Always Chickens Out) as his “massive armada” closes in on Iran. AUD literally exploded last night: up, down and sideways. North Asia is still supportive. Can oil catch gold? Military preparations look more like surgical strikes than an all-out war, despite the rhetoric, so

The post Australian dollar explodes appeared first on MacroBusiness.

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MacroBusiness Friday, January 30, 2026 - 09:00 Source

Overnight saw Wall Street take a hit on tech stock earnings with Apple the next cab off the rank this evening. Microsoft slumped while Meta surged as Tesla stumbled, while European stocks remain hesistant as the war drums are beating in the Middle East. Oil prices continue to surge on the upcoming Iranian/US war while

The post Macro Morning appeared first on MacroBusiness.

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Your Democracy Friday, January 30, 2026 - 08:13 Source

She though I’d be a good catch.

I though we were a poor match.

She took me to a concert.

Dietrich Fischer-Dieskau sings.

Boring Lieders by Franz Schubert.

In German with piano no strings.

And none of Wagner’s Rings.

His voice was of a baritone.

Made me think of a big drone.

 

I was falling asleep.

She was in ecstasy deep.

She was nice, a good sort.

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MacroBusiness Friday, January 30, 2026 - 08:00 Source

For most of the history of modern economies, one of the most vital indicators for economic health was the volume and value of goods moving through a nation. To quantify this, the Cass Freight Index began producing data on this subject for the U.S. economy way back in 1955. Perhaps the most useful element of

The post Warning lights flash for U.S goods economy appeared first on MacroBusiness.

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Renew Economy Friday, January 30, 2026 - 07:00 Source

Technology is key to predicting and managing energy price volatility, according to a new white paper from GridBeyond.

The post Technology is key to predict energy price volatility says GridBeyond’s white paper appeared first on Renew Economy.

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MacroBusiness Friday, January 30, 2026 - 00:01 Source

Australia’s energy demand will soar over the coming decades due to a combination of rapid population growth, the mass build-out of data centres, and the likely need for a fleet of energy-hungry water desalination plants. The latest projections from the Centre for Population, released this month, show that the nation’s population will balloon by 13.4

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George Monbiot Thursday, January 29, 2026 - 19:15 Source

Even the intelligence services are gagged by the government when they try to tell the truth about our planetary crisis.

By George Monbiot, published in the Guardian  27th January 2026

I know it’s almost impossible to turn your eyes away from the Trump show, but that’s the point. His antics, ever-grosser and more preposterous, are designed to keep him in our minds, to crowd out other issues. His insatiable craving for attention is a global-threat multiplier. You can’t help wondering whether there’s anything he wouldn’t do to dominate the headlines.

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