Blogotariat

Oz Blog News Commentary

Weekend reading and MB media appearances

January 24, 2026 - 00:05 -- Admin

International Reading: EU Freezes U.S. Trade Deal After Trump’s Unhinged Davos Speech – New Republic Majority of CEOs Alarmed as AI Delivers No Financial Returns – Futurism The U.S. debt now equals $229,000 per household—and a hefty tax hike looms as the most probable outcome – Fortune ‘This is sell America’ — U.S. dollar, Treasury

Money Talks

January 23, 2026 - 22:17 -- Admin

The grim truth is that almost the entire political class aligns with the ultra-rich against the rest.

By George Monbiot, published in the Guardian 16th January 2026

The social media ban that wasn’t

January 23, 2026 - 16:14 -- Admin

The Australian government’s legislation seeking to ban access to social media for people under 16 has received plenty of attention in International media, mostly leading with the government’s that 4.7 million accounts were banned or deactivated when the legislation came into effect. Rather less attention has been paid to discussion of the outcome within Australia, where the consensus is that there has been very little effect for most.

Macro Afternoon

January 23, 2026 - 15:00 -- Admin

Asian share markets pivoted around inflation prints and other macro news as the chaos from Davos dies down although the TACO trade remains in play. The USD remains under pressure against almost all major undollars particularly antipodean with the Australian dollar pushing through resistance to head above the 68 cent level while bond market stress

The golden blowoff is here

January 23, 2026 - 13:30 -- Admin

That gold has not come off post-Greenland tells us it is now in the blowoff phase. If gold has become attached to the mind of the American madman, then this is going to be epic. RSI at 95 is mad. Vol is entering blowoff. Wow. Wow. Wow. Wow. Can’t buy this, alas, even if the

Major banks: still no rate hikes

January 23, 2026 - 12:30 -- Admin

Westpac is unmoved by the good jobs report. The December LFS clearly landed on the firmer side and the wash-up for the last few months suggests that the ‘gradual softening’ narrative, which characterised the bulk of last year, paused or completely halted. This leaves us with the question of whether further gradual softening is still