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MacroBusiness Saturday, November 9, 2019 - 00:01 Source

Global Macro / Markets / Investing: Dow and S&P 500 hit new record on trade deal optimism – Keyt The Dow may be headed higher, just ask Google – Yahoo Tesla Stock: an interesting investment opportunity – Igorb News Dow, S&P 500 and Nasdaq hit record levels after report China, U.S. agree to cancel tariffs

The post Weekend Reading: 9-10 November 2019 appeared first on MacroBusiness.

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John Quiggin Friday, November 8, 2019 - 16:15 Source

Over at Club Troppo, Nicholas Gruen says of the phrase “begs the question”

I love this term because it is such a simple, chummy way of naming something that’s maddening in is subtlety. To beg the question in its traditional meaning is to mistake the form of answering a question for its substance. One ‘answers’ the question by simply asking it again in another guise … Today, ‘begs the question’ is much more often used to mean ‘prompts the question’.

My response

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MacroBusiness Friday, November 8, 2019 - 16:12 Source

Via Bill Evans at Westpac: The Reserve Bank has released its quarterly Statement on Monetary Policy (SMP). The two key areas of most interest in the Statement are around further policy insights and the RBA’s growth, unemployment and inflation outlook. The discussion on policy was particularly interesting. The Overview for the Statement, which we expect

The post Bill Evans: RBA still to cut, with QE to follow appeared first on MacroBusiness.

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MacroBusiness Friday, November 8, 2019 - 16:00 Source

The ebullience from overnight markets has not translated into meaningful gains here in Asia with most bourses struggling with scratch results late in the session. The potential for a US China trade deal before Xmas is pushing risk appetites higher – but too high and too fast – so a retracement is inevitable. Gold is

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Friday, November 8, 2019 - 15:48 Source

Angela Merkel at the ID.3 event in ZwickauNew era begins for Volkswagen as first all-electric ID.3 hatchback rolls off factory floor at Zwickau on same day as Germany hikes electric vehicle subsidies, and the carmaker looks to make EVs in the China and the US.

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Renew Economy Friday, November 8, 2019 - 15:12 Source

electricity network coag energy councilShell set to enter Australian electricity market as ERM Power shareholders overwhelmingly approve $617M takeover offer.

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Renew Economy Friday, November 8, 2019 - 14:33 Source

Where will the Netherlands accommodate a forecast 27GW of solar by 2030? The completion of its largest floating solar project offers a clue.

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Renew Economy Friday, November 8, 2019 - 14:32 Source

SolarEdge financial results for third quarter of 2019 include record revenues, record solar product revenues, and 1.5GW of inverters shipped.

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MacroBusiness Friday, November 8, 2019 - 14:00 Source

I was going to write this post yesterday but Damien Boey has beaten me to it: The trade balance has come in surprisingly strong, delivering “nominal easing” to offshore-exposed companies and their relatives. The September trade balance surprised well and truly to the upside, rising to $7.2 billion from an upwardly-revised $6.6 billion. We were

The post The baffling strength of iron ore revenues appeared first on MacroBusiness.

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MacroBusiness Friday, November 8, 2019 - 13:30 Source

Via the NYT: Michael R. Bloomberg is actively preparing to enter the Democratic presidential primary and is expected to file paperwork this week designating himself as a candidate in at least one state with an early filing deadline, people briefed on Mr. Bloomberg’s plans said. Mr. Bloomberg, the former New York City mayor and billionaire businessman, has

The post Globalists rejoice: Bloomberg to challenge Trump in 2020 appeared first on MacroBusiness.

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MacroBusiness Friday, November 8, 2019 - 13:00 Source

Via the excellent Damein Boey at Credit Suisse: Another day, another set of US President Trump and China headlines. Overnight, we heard reports from Chinese officials that US officials were prepared to rollback existing tariffs as each phase of trade negotiations progressed. We later heard US officials confirm these reports from their perspective, although there

The post CS: The everything bubble will also burst appeared first on MacroBusiness.

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MacroBusiness Friday, November 8, 2019 - 12:40 Source

Nobody sells it like Chris Joye: So what we are thinking right now? Three core states of nature occupy my mind. The first involves some “known unknowns” around the trade war and Brexit. For whatever reason, one or both of these events blow up in a manner that materially undermines global growth. The RBA is

The post Joye assumes the Recessionberg position appeared first on MacroBusiness.

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Renew Economy Friday, November 8, 2019 - 12:38 Source

ADB grant to install rooftop solar, storage and ground mounted PV across Tuvalu promises to take daytime electricity supply to 35%, and 100% at times.

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Renew Economy Friday, November 8, 2019 - 12:37 Source

New Zealand zero carbon bill Jacinda Adern James Shaw - optimisedNew Zealand passes landmark legislation enshrining its zero-carbon target into law with bipartisan support, although concerns linger about plans to tackle agricultural emissions.

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