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
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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
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
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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.

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.
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
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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.
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
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.
Very close to 100% renewable electricity is feasible for Australia’s main grid at reasonable cost using just several hours of storage. Four years of data proves this is so.
Asian share markets are generally higher as all risk markets look on with hesitation around the seemingly inevitable Iran/US war as both oil and gold prices blowout. This is keeping the Australian dollar on a tear as it barrels in on the 71 handle while other undollars took a breather overnight after a wide dumping
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State owned CleanCo has nixed an option to buy a 360 MW wind project, saying it doesn't fit with its new remit. Instead, it has signed up to a small 10-year-old wind farm.
To the rescue! A Bloomberg Intelligence gauge of Chinese developer stocks jumped as much as 8.1% Thursday, the most since July. Among the top gainers was Sunac China Holdings Ltd., which surged 28% at one point in Hong Kong. Country Garden Holdings Co. also added nearly 22%. This followed a report by Beijing News late Wednesday
Charts from TME. All-time highs again, with nowhere to go as volatility climbs on safe haven bids. Skew climbing with tail risks. Long gamma a big headwind as, “gs futures strats calculate $6bn of long gamma at spot, which increases to $12bn long gamma +100bps higher… in english, a 100bps rally in spx cash creates supply
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