Blogotariat

Oz Blog News Commentary

Macro Afternoon

January 7, 2026 - 16:30 -- Admin

Asian share markets are not doing well despite a strong lead from Wall Street overnight with commodity volatility one of the culprits as oil prices move lower as silver explodes higher. Currency markets are seeing a little bit of stability with USD losing some ground against Yen but outperforming Euro and Loonie. The November inflation

Time for a royal commission into calls for a royal commission

January 7, 2026 - 12:30 -- Admin

Everybody wants a royal commission into anti-Semitism, apparently. With the government’s reasons for opposing a royal commission being widely panned and the inquiry being backed by leading figures in the business, sporting, legal and security sectors, the issue was scheduled to be debated earlier this week at a meeting of the ­national security committee of

Enter the commodoties bubble?

January 7, 2026 - 11:30 -- Admin

Is a widening commodities bid suggesting reflation? Or a bubble? OR something else? The Market Ear. No inflation… ….unless you need commodities. Are we in the early stages of reflation? As Goldman’s Privorotsky writes: “…either points to a broad dollar devaluation or a rapid re-acceleration in the global economy.” Chart 1 shows BCOM vs US

Another Labor housing policy failure

January 7, 2026 - 11:00 -- Admin

The Albanese government’s $10 billion Housing Australia Future Fund (HAFF) was launched in late 2023 and aims to deliver 40,000 social and affordable homes by 2028. The HAFF operates as a perpetual fund managed by the Future Fund Management Agency. It provides an ongoing funding stream of at least $500 million per year, indexed to