Blogotariat

Oz Blog News Commentary

Macro Morning

December 24, 2025 - 09:00 -- Admin

Wall Street and other risk markets continue to drift into holiday mode as a Santa rally gets underway in precious metals while the USD continues to face endemic pressure.  Yen continued to pullback after a big move on Friday while the Australian dollar finally made its way back above the 67 cent level following the

Victorian government fails housing math 101

December 24, 2025 - 08:00 -- Admin

Multiple Victorian government releases have explicitly described the Suburban Rail Loop (SRL) as “Australia’s largest housing and transport project”, because the rail line is expected to result in a massive housing‑led urban redevelopment program. The Victorian Government states that the SRL will “build 70,000 homes around six new stations” in the SRL East corridor. Additional

The great volatility smash

December 24, 2025 - 07:00 -- Admin

From the Market Ear: The vol smash All volatilities have been reset lately, but NASDAQ volatility remains way above year lows, VIX is close to year lows and Russell volatility, RVX, is practically at year lows. Seen VVIX? VIX is down, but VVIX has crashed lately. Soggy VIX The front VIX future keeps lagging its

25 years of housing affordability hell

December 24, 2025 - 00:05 -- Admin

The Australian has published fascinating data showing the extraordinary rise in home values this century. As illustrated below, house prices have soared by between 227% (Darwin) and 570% (Adelaide) over the past 25 years: Unit prices have experienced similarly explosive growth, rising by between 163% (Darwin) and 600% (Adelaide) over 25 years: Cotality’s latest housing

Macro Afternoon

December 23, 2025 - 16:00 -- Admin

Asian share markets are generally still doing well as we head into the low volume Christmas period with local shares the standout on a somewhat dovish outlook from the RBA minutes released today. This has seen the Australian dollar continue its bounceback on a slightly weaker USD above the 66 cent level. Oil markets remain