On Monday, I spoke to Ben Davis on Brisbane Radio 4BC Mornings to unpack the housing policies announced by Labor and the Coalition over the weekend. I described these as “some of the worst policy making I’ve seen in my 47 years of life”. I added that Australian “households are among the most indebted in
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The ferrous market is not strong. Data is all over the place. We’ve had strong Chinese credit, but much of it is debt swaps with only marginal growth impact. Goldman. March total social financing (TSF) flows and new RMB loans came in above market expectations, mainly due to strong expansion of short-term corporate loans. Government
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Kevin You, Senior Fellow at the Institute of Public Affairs, published research on the record boom in international students and temporary migrants. Dr You noted that there were a record 111,740 net permanent and long-term arrivals into Australia in February 2025, a daily average of 3,991. “That’s approximately 3 arrivals a minute on a net
Steve Austin from ABC Radio Brisbane interviewed me about the Greens’ housing spokesman Max Chandler-Mather’s claim that immigration does not negatively impact housing affordability. Chandler-Mather told Austin that targeting migrants was “scapegoating”: “We think that’s scapegoating a group that’s not responsible for the crisis. There’s a good study out now that demonstrates that international students
The Market Ear on the great flush. No one’s in Positioning is wrecked, volatility just snapped lower, and risk appetite has fallen off a cliff. But with buybacks set to return, vol-control exhaustion kicking in, and sentiment at extreme lows, the stage might be quietly set for a rebound no one’s ready for. Zooming out
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DXY is at critical support. AUD is a bipolar maniac. Concrete boots are hanging in. Gold and oil came off. The copper market is wrecked. Mining bear market rock solid. EM bounce. Junk off the worst. Yields eased, doubtless on the Fed’s calming words Friday. Stocks firmed. Now what? DXY is unhinged from Treasuries. While
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Whoever is an aspiring Marian Christian like the writer obviously has in his heart a deep devotion to Saint Pio of Pietrelcina who in his diary made a bitter prophetic statement about the “Christian Homeland” which unfortunately turned out to be spot on…
Risk sentiment is slowly lifting and stock volatility moving lower but all eyes must remain on global bond markets and the USD as the big shift is happening beyond the equity market headlines. The short covering rally on Wall Street could continue for a little longer but USD is still slowly losing its reserve currency
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Gas is the talk of the town, while nuclear is not, but a massive increase in solar power generation capacity has already put Australia on the fast track to a 100% renewable energy future. Solar cell engineer Andrew Blakers explains.
TOON TO COME
Ukraine’s Vladimir Zelensky should never have started a war with Russia, US President Donald Trump has said.
In a press conference alongside El Salvador’s President Nayib Bukele in the Oval Office on Monday, Trump commented on Zelensky’s recent offer to finance $15 billion worth of Patriot air defense batteries with the aid of Kiev’s European backers.
“He’s always looking to purchase missiles,” the US presided noted.