The Market Ear with the charts. What a week! “Markets are built to recover, we as humans are built to not trust it” What a week with NDX up 4%, SPX/RTY +3% while US 10YR eased 10bp. This thanks to a rapidly improving macro backdrop, an increased enthusiasm around AI and light positioning. Any way
The post Stocks only go up appeared first on MacroBusiness.
Stock markets on Friday night pushed to new highs or tried to return to them on both sides of the Atlantic but risk was hit by another Trump temper tantrum as he failed again to actually negotiating a trade deal, this time with the Canadians, still unable to look up the word “concession” in the
The post Macro Morning appeared first on MacroBusiness.
I’ve held off posting this in the hope of coming up with some kind of positive response, but I haven’t got one.
When I wrote back in November 2024 that Trump’s dictatorship was a fait accompi there was still plenty of room for people to disagree. But (with the exception of an announced state of emergency) it’s turned out far worse than I thought possible.
Another Monday Message Board. Post comments on any topic. Civil discussion and no coarse language please. Side discussions and idees fixes to the sandpits, please.
I’m now using Substack as a blogging platform, and for my monthly email newsletter. For the moment, I’ll post both at this blog and on Substack. You can also follow me on Mastodon here.
The [UK] government’s plan to ban Palestine Action as a terrorist organisation is a hugely significant step in the steady erosion of civil liberties.
This decline began under Tony Blair’s premiership, was advanced by the last Tory government and is now pursued enthusiastically by Keir Starmer, a former human rights lawyer.
As the nations bicker, squabble and fight among themselves, their ultimate disintegration becomes more certain and more imminent with each passing day.
Republican Senator Lindsey Graham of South Carolina, one of the lead sponsors of the sanctions bill, stated earlier that the legislation would impose "bone-breaking sanctions" on Russia and its customers.
Actions have causes. That is a fundamental point of philosophy, of life, of reality, of an understanding of the way the world is. Russia’s actions in Ukraine have causes which necessitated those actions. Unbiased observers know what those causes are and why Russia’s special military operation was a necessary consequence.
Fascism: Our Common Enemy
The Pentagon plans to spend nearly $40 billion from the US budget to strengthen the US military presence in the Asia-Pacific region by expanding its military and technical base.
How to Lose Geopolitical Influence in Asia and Sell It as a US National Security Strategy
Rebecca Chan
Mark Litwin, Head of Investment Sales (NSW) at Knight Frank, penned a report on Sydney’s housing market fundamentals, which are underpinned by “persistent undersupply”. Sydney’s most powerful tailwind remains its chronic housing shortage. Population growth—fuelled by the return of overseas migration—has outpaced dwelling completions for much of the past decade. Detached housing in established suburbs
As the Navy embarks on the ambitious AUKUS program, the Auditor-General has handed Defence a ‘C minus’ on the Canberra Class ship-building program. Rex Patrick reports.
Ever since the Navy took possession of the two Canberra-class landing Ships at a cost of $1.5B each, they’ve been mired in controversy about reliability.
