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Oz Blog News Commentary

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

Who is voting for One Nation?

January 23, 2026 - 11:30 -- Admin

With the release of the most recent Newspoll revealing that support for the Coalition on primary vote has fallen behind One Nation and to its lowest level on record (i.e., 22% for One Nation vs 21% for the LNP), it’s worth exploring what demographics are shifting their vote behind Pauline Hanson. Using granular data from