Blogotariat

Oz Blog News Commentary
MacroBusiness Thursday, June 26, 2025 - 12:00 Source

Amidst the ongoing debate surrounding the right level of migration for Australia, I thought it would be interesting to look into how population growth is playing out at a state based level. The piece will also look at which state has been doing the heavy lifting relative in terms of its population growth relative to

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MacroBusiness Thursday, June 26, 2025 - 11:30 Source

If there is one country that has come to embody the absolute failure of developed world policymakers to address existential economic and social issues, it is South Korea. Despite it’s status as one of the most technologically advanced economies in the world and one of only a relative handful to reach developed world status outside

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Cheeseburger Gothic Thursday, June 26, 2025 - 11:21 Source

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The Tally Room Thursday, June 26, 2025 - 11:15 Source

There were 21 seats in 2025 where an independent candidate made the two-candidate-preferred count. For today’s post, I want to explore what we can tell about those voters from their other voting patterns. For voters who ended up with the independent in the two-candidate-preferred count: how did they cast their primary vote, and where did they rank Labor or Coalition?

For some of this analysis, it is important to analyse seats where the independent was primarily opposing Labor or primarily opposing the Coalition separately.

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MacroBusiness Thursday, June 26, 2025 - 11:00 Source

The Market Ear on the melt-up. Buy signal up here? NDX just put in the golden cross. Golden crosses over the past years were followed by big melt up phases… Source: LSEG Workspace Not enough McElligott sums it up well: “There’s simply not enough “Net” leverage / Beta -“on” and returns have under captured the

The post Robots buy, buy, buy appeared first on MacroBusiness.

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MacroBusiness Thursday, June 26, 2025 - 10:30 Source

The NSW government’s budget papers show that the state is expected to post a deficit of $5.7 billion for the 2024-25 financial year. The deficit is projected to narrow to $3.4 billion in 2025-26, although it is well above the $2.2 billion deficit that Treasury had forecast in the mid-year budget update. Treasurer Daniel Mookhey

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MacroBusiness Thursday, June 26, 2025 - 10:00 Source

Inflation is falling across the advanced world. As a result, monetary policy is easing globally, as illustrated below by Justin Fabo from Antipodean Macro: As shown above, the decline in official interest rates has lagged other advanced nations. The recent local data shows that inflationary pressures in Australia are rapidly easing. Wednesday’s monthly inflation indicator

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MacroBusiness Thursday, June 26, 2025 - 09:30 Source

DXY is at the breaking point. EUR is soaring. AUD should be catapulting, but markets are beginning to understand that Labor’s immigration-led growth model produces no inflation. Lead boots plod higher. Gold has lost its energy. Oil bottom. Metals reflation is here. Except for the big bears. EM yawn. Junk on the verge of a

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MacroBusiness Thursday, June 26, 2025 - 09:00 Source

Wall Street struggled to find a reason to continue the post “Mission Accomplised” Iranian strike rally with European shares slumping despite a commitment of more military spending at NATO. Softer home sales in the US and a very cautious Federal Reserve Chair saw the USD sold off yet again, with almost all the undollars picking

The post Macro Morning appeared first on MacroBusiness.

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Your Democracy Thursday, June 26, 2025 - 08:53 Source

Ukraine can still achieve a military victory over Russia, NATO’s Supreme Allied Commander Europe and head of the US European Command, Alexus Grynkewich, said during a US Senate hearing on Tuesday. He was confirmed in his new role with the US-led military bloc earlier this month.

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MacroBusiness Thursday, June 26, 2025 - 08:00 Source

With the release of the latest rental vacancy rate figures from SQM Research, it was revealed that, at a national aggregate level, zero progress had been made in addressing the nation’s rental crisis over the last 12 months. While SQM’s rental vacancy rates are not seasonally adjusted, a comparison of the same month in the

The post Australia’s forever rental crisis appeared first on MacroBusiness.

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Your Democracy Thursday, June 26, 2025 - 06:00 Source

Almost all of Australia’s top chief executives are, according to their boards at least, knocking it out of the park in terms of performance.

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Your Democracy Thursday, June 26, 2025 - 05:44 Source

Democracy should be the right enjoyed by people of different countries rather than the privilege of certain countries. As the so-called Summit for Democracy, US' newest international charade, is about to kick off on Thursday, the Chongyang Institute for Financial Studies, Renmin University of China, released on Monday the research report "Ten Questions for American Democracy."

 

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Your Democracy Thursday, June 26, 2025 - 05:25 Source

When Russian President Vladimir Putin told the St. Petersburg International Economic Forum last week that the world needs “a new model of global growth,” many Western commentators heard only a familiar plea: lift the sanctions, drop the tariffs, stop using trade as a geopolitical cudgel.

 

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