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Articles from MacroBusiness

Why is Ley backing Albo’s severe immigration/housing crunch

November 27, 2025 - 13:00 -- Admin

By Stephen Saunders The Coalition’s touted policy shifts enable Albanese to sail on with massive immigration, historic rental/housing unaffordability, and steepening power bills. Nominally the Liberal Party mantra is “individual freedom and free enterprise”. With immigration, housing, energy, employment, “United Nations” Labor is interventionist, dirigiste, statist. Donning that Joy Division T-shirt, former student-activist Albanese leads

Stop blaming council planning for the housing crisis

November 27, 2025 - 12:30 -- Admin

TechnologyOne boss Ed Chung has rejected claims that restrictive council planning red tape is the source of Australia’s structural housing shortage and crisis. TechnologyOne supplies software to a vast majority of Australian local governments, and Chung argues that councils are being “unfairly targeted” as the primary roadblock to housing supply. “I think local government is

MB Fund Podcast: The Pacific Inflation Divide: The Race to Cut vs. The Fight to Hold

November 27, 2025 - 12:05 -- Admin

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith Van Onselen to break down the Pacific’s growing inflation divide—why the U.S. Federal Reserve is edging toward cuts while the Reserve Bank of Australia is holding firm, what’s really driving the split beneath the headline CPI numbers, and what this

NDIS blow out saves the economy

November 27, 2025 - 12:00 -- Admin

The Australian Financial Review recently reported that the cost of the NDIS continues to escalate. According to the latest data, the cost growth in NDIS plans was 9.5% year-on-year in the September quarter, with expense growth up by 10.1%. Examining these numbers clearly warranted a closer look at the system’s participant growth. Since the end

Australia’s youth have given up hope

November 27, 2025 - 11:30 -- Admin

The Australian Youth Barometer 2025, produced by Monash University’s Centre for Youth Policy and Education Practice (CYPEP), is the fifth annual study of young Australians aged 18–24. It combines surveys (527 participants), interviews, and existing national data to explore youth experiences across economy, work, education, health, relationships, and civic participation This year’s survey paints a

What will burst the AI bubble?

November 27, 2025 - 11:00 -- Admin

Many will argue that there is no AI bubble. The poster child of the bubble, NVDA, is not running away from profits on valuation. However, bubbles always have a kernel of truth, and that truth distorts underlying economic behaviour. In 1999, it was Cisco profits on routers. Note what happened to profits when the bubble

Iron plays chicken with Beijing

November 27, 2025 - 10:30 -- Admin

The ferrous complex remains paralysed with iron ore caught in an obvious trading range between $100 and $107. CISA data for mid-November was still bearish, rising slightly but below last year’s levels. Inventory rose commensurately. Yet, hot metal output remains strong. According to an SMM survey, on November 26, the blast furnace operating rate at

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