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MacroBusiness Wednesday, August 13, 2025 - 12:30 Source

There is accumulating bad news in the Aussie jobs market. As we know, there is supposed to be a handoff underway from public to private sector jobs. But it isn’t happening. Moreover, AI appears to be hitting entry-level positions for youth, a key job leading indicator. We also know that it takes roughly 25k per

The post More bad jobs market signals appeared first on MacroBusiness.

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MacroBusiness Wednesday, August 13, 2025 - 11:59 Source

The Australian Bureau of Statistics (ABS) released wage growth data for Q2 2025, which came in slightly above the Reserve Bank of Australia’s (RBA) forecasts outlined in its August Statement of Monetary Policy (SoMP): Nationally, wages increased by 0.8% in the second quarter, resulting in a year-on-year growth of 3.4%. Wages in the private sector

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MacroBusiness Wednesday, August 13, 2025 - 11:30 Source

In the years since the Albanese government came to power and the sugar hit of pandemic driven stimulus and so called ‘Revenge Spending’ drew to a close in the middle of 2022, the Australian economy has become more and more reliant on employment growth in non-market sectors of the economy. The ABS defines non-market sectors

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MacroBusiness Wednesday, August 13, 2025 - 11:00 Source

On Tuesday, the Reserve Bank of Australia (RBA) cut the official cash rate (OCR) by 0.25% to 3.60%. The RBA has now cut the OCR by 0.75% from its peak of 4.35%, and most economists and financial markets expect another two rate cuts to be delivered by mid-2026. The following chart from CBA shows that

The post Rate cuts won’t improve housing affordability appeared first on MacroBusiness.

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Cheeseburger Gothic Wednesday, August 13, 2025 - 10:52 Source

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MacroBusiness Wednesday, August 13, 2025 - 10:30 Source

The meltup is grabbing every underpriced entity and sending it mad. The Market Ear. Russell reviving Russell putting in the biggest up candle in a very long time. Close this a little higher, and the massive Russell short will feel proper pain. Source: LSEG Workspace Record Russell short Hedge fund shorts in the Russell 2000

The post The meltup continues appeared first on MacroBusiness.

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MacroBusiness Wednesday, August 13, 2025 - 10:00 Source

For years, MB has argued that the federal government’s projected budget deficits, expected to last at least a decade, are largely self-inflicted. The fact of the matter is that Australia could have all of the budget revenue that it needs if it merely copied nations like Norway and Qatar and taxed its resource exports properly.

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xkcd.com Wednesday, August 13, 2025 - 10:00 Source

Hey, so did you ever finish your video series about Cassie and the caterpillar morph? I loved the first three, but never ... no, sorry, I get it, this isn't the place. Sorry! Sorry.

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MacroBusiness Wednesday, August 13, 2025 - 09:30 Source

Australia is the last redoubt of the globalists. All we do is fret over other people’s problems while our living standards and values are slaughtered. This is not coincidental. It is the evolution of a system of mind control, many years in the making, much worse in Australia than anywhere else I can think of.

The post Last redoubt of the globalists appeared first on MacroBusiness.

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MacroBusiness Wednesday, August 13, 2025 - 09:00 Source

No bad surprises were contained within the US CPI print released overnight although the core inflation figures continue to lift higher, it still gave most market respondents and sycophants alike the opportunity to push for a September rate cut from the US Federal Reserve which has sent Wall Street flying higher and pushed the USD

The post Macro Morning appeared first on MacroBusiness.

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Your Democracy Wednesday, August 13, 2025 - 07:22 Source

  

The way India manoeuvres reflects the key features of both the current global landscape and the ongoing process of its transformation. This process began almost immediately after the Cold War ended, but in recent years, it has accelerated at an unprecedented pace. In turn, the rapid transformation of the world order inevitably injects various factors of uncertainty into the political arena.

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MacroBusiness Wednesday, August 13, 2025 - 06:32 Source

DXY fell last night. AUD bounced but it’s not exactly tearing the roof off. Lead boots are stuck fast. Gold was disappointed. Base metals are king dollar playthings. Big miners are having another crack at the big bear. EM at the highs. Junk breaking out. Bullish. Yields muted after US CPI. Stocks certain of Fed

The post Australian dollar soars on Fed cuts appeared first on MacroBusiness.

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Your Democracy Wednesday, August 13, 2025 - 05:55 Source

The Australian Jewish Association and its charity arm, the Australian Jewish Association Tzedakah Incorporated, are facing a landmark legal challenge after more than a year of alleged racial and religious vilification targeting Palestinians and Muslims.

 

Mohamed Ainullah

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