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MacroBusiness Tuesday, October 17, 2017 - 00:10 Source

By Leith van Onselen The Bank for International Settlements (BIS) has released a new working paper, entitled “Interest rates and house prices in the United States and around the world”, which attempts to determine how interest rates affect house prices across 47 countries. The paper’s key finding is that short-term interest rates are “surprisingly important”

The post BIS: Australia’s 55-year housing bull market longest in the world appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 17, 2017 - 00:10 Source

By Leith van Onselen The Australian Bureau of Statistics yesterday released its overseas short-term arrivals and departures figures for August, which continued to show a trend rise in the number of inbound tourists, with Chinese arrivals continuing to boom. The number of short-term visitor arrivals fell 5.8% in August in original terms, whereas short-term resident

The post Chinese tourism hit another record high in August appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 17, 2017 - 00:06 Source

By Leith van Onselen From Bloomberg comes news that London’s house prices are falling at their fastest pace since the Global Financial Crisis: Early data point to home values in London declining 2.7 percent in September from a year earlier, the most since 2009, according to Acadata and LSL property Services. A 0.7 percent fall

The post London house prices falling at fastest pace since GFC appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 17, 2017 - 00:05 Source

Iron ore price charts for October 16, 2017: Spot firmed. Paper fell sharply overnight. Steel futures rose a bit yesterday. Port stocks fell 2.5mt last week to 130.35mt. Nothing changed for me. The path of least resistance still seems lower on the basic guess that winter shutdowns will balance out as lower iron ore demand.

The post Daily iron ore price update (flame out) appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 17, 2017 - 00:05 Source

Chinese credit data for September was out on Saturday. Total Social Financing came in at 1.82tr yuan, banks made up 1.27tr yuan of that: Shadow banking accounted for 30%, consistent with the recent trend of slowing: Year on year growth in new yuan loans was a meager 5.8% but the three month moving average is

The post Chinese credit still slowing appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 17, 2017 - 00:01 Source

Global Macro / Markets / Investing: What Global Finance Chiefs Are Saying About the Economy – Bloomberg The IMF Gives A Cautious Welcome To Universal Basic Income – Forbes Your Next Home Could Run on Batteries – WSJ The Coming Renaissance of Macro Investing – Barron’s Americas: The Kochs want that tax cut. Badly. –

The post Links 17 October 2017 appeared first on MacroBusiness.

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Harrangue Man Monday, October 16, 2017 - 21:22 Source

I got to say sorry to someone I harmed through inaction. It weighed on me for years but I got to say face-to-face that I had fucked up and that it should not have happened.There's some cartharsis and the clawing guilt has receeded. It was one of those deathbed regrets put to bed well ahead of death. That is a win in anyone's book.

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The Australian Independent Media Network Monday, October 16, 2017 - 21:14 Source

By Jane Salmon Festival of the Dead, Halloween, is also the literal deadline for the Manus men still at Lombrun RPC. On that date they are to be forced out of the compounds that have housed them for 4 years, and into Lorengau. My children will be running around lush front lawns collecting treats in…

The post Manus deadline looms: opinion appeared first on The AIM Network.

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John Quiggin Monday, October 16, 2017 - 20:24 Source

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.

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MacroBusiness Monday, October 16, 2017 - 16:49 Source

by Chris Becker Asia starts the week with strong upswings on stock markets outside China with bonds also strengthening as Friday’s US CPI print is absorbed by risk and non-risk traders alike. Commodities didn’t lose the pace either with gold holding above the $1300USD per ounce level. In mainland China the Shanghai Composite is slumping

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Monday, October 16, 2017 - 14:57 Source

Not long ago, energy market modellers thought we’d be building gas turbines everywhere to hit our emissions targets. How quickly things change.

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Renew Economy Monday, October 16, 2017 - 14:22 Source

China’s decarbonization boat stayed in harbour this year but the winds of change continue to blow.

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Renew Economy Monday, October 16, 2017 - 14:22 Source

China’s decarbonization boat stayed in harbour this year but the winds of change continue to blow.

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MacroBusiness Monday, October 16, 2017 - 14:18 Source

Chinese inflation is out and the CPI is still soft at 1.6% while the PPI is wildly overheated at 6.9%: The producer inflation pulse is slightly more broad than earlier in the stimulus boomlet but not much: It’s moved from steel and energy to metals and energy. As Chinese building slows next year, the world

The post Chinese inflation remains crazy narrow appeared first on MacroBusiness.

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