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Renew Economy Wednesday, October 15, 2025 - 10:19 Source
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Renew Economy Wednesday, October 15, 2025 - 10:02 Source
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MacroBusiness Wednesday, October 15, 2025 - 09:30 Source

An MB reader has sent this excellent proposal for resolving the East Coast gas crisis by shutting down GLNG without creating sovereign risk. There’s a possible win/win/win scenario that could be negotiated Suitors for GLNG take a look at the books and run—I think the contingency liability not currently sitting on the Santos balance sheet

The post How to fix Santos, crash gas prices and avoid sovereign risk appeared first on MacroBusiness.

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MacroBusiness Wednesday, October 15, 2025 - 09:00 Source

Wall Street is trying to continue its rebound from its Friday night slump while navigating a speech by Fed Chair Powell as other risk markets are still expecting another TACO trade setup when the Fat House eventually capitulates. Meanwhile the USD was unable to continue its nascent lift with most of the majors returning to

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Wednesday, October 15, 2025 - 06:08 Source

DXY is hovering. AUD dumped and pumped on tariff headlines. CNY has rolled. Gold to heaven, oil to hell. Metals turned casinos. RIO is breaking out of the big bear on the debasement trade. If it mined gold, I might agree. It doesn’t. EM dubious. Junk trying at the centre , not so much the

The post Australian dollar tariffied to death appeared first on MacroBusiness.

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Your Democracy Wednesday, October 15, 2025 - 04:33 Source

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Your Democracy Wednesday, October 15, 2025 - 03:33 Source

New research from investment bank Goldman Sachs affirms, as progressive advocates and economists warned, that US consumers are bearing the brunt of President Donald Trump’s trade wars.

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MacroBusiness Wednesday, October 15, 2025 - 00:05 Source

The latest batch of rental data from Cotality and SQM Research suggests that Australia’s rental market has tightened. As illustrated below by Justin Fabo from Antipodean Macro, Cotality reported a capital city vacancy rate of 1.5% in September, which was 0.4% lower than a year ago and the lowest vacancy rate on record: The number

The post Why Australia has a rental squeeze appeared first on MacroBusiness.

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Club Troppo Tuesday, October 14, 2025 - 22:26 Source

Share this video! Please! Well, the time has come folks. On Thursday I’ll be launching a video series that’s been over two years in the making. I could have written a book, but I made 20 short videos instead. Conner … Continue reading →

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Club Troppo Tuesday, October 14, 2025 - 22:24 Source

This piece began as a lengthy comment responding to Ken Parish’s post on my proposal for a third ‘people’s chamber’ chosen by lottery. I posted it on Substack a few weeks ago, but thought it might be a worthwhile post … Continue reading →

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Renew Economy Tuesday, October 14, 2025 - 20:40 Source
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Renew Economy Tuesday, October 14, 2025 - 20:33 Source
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Your Democracy Tuesday, October 14, 2025 - 19:29 Source

Vice President JD Vance sparked alarm on Sunday when he said that President Donald Trump was considering invoking the Insurrection Act under the pretenses of combating violent crime in US cities.

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THE BLOT REPORT Tuesday, October 14, 2025 - 17:50 Source
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MacroBusiness Tuesday, October 14, 2025 - 16:30 Source

Asian share markets are still stumbling following some potential progress on the rare earth US-China trade war while local economic releases and the latest RBA minutes are not really supporting more rate cuts for now. Despite this the Australian dollar fell back again to its Friday night lows as the USD lifted against most of

The post Macro Afternoon appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 14:30 Source

The 12 months ending 30 September were volatile. But, after all was said and done, our international fund finished up 25%, our Australian fund finished up over 10%. Our tactical growth finished up over 14%. All of our funds look attractive relative to their benchmarks, especially as they were all significantly less volatile than the

The post MB Fund September 2025 Performance appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 14:00 Source

The Market Ear has more. The Alchemist way Gold’s “unstoppable” upside trajectory continues. We have been pointing out the similarity with the early 2025 break out move for weeks. That triangle break out saw gold surge by around 28%. Apply the same percentage gain to the late August break out and we could reach around

The post Gold rush appeared first on MacroBusiness.

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Renew Economy Tuesday, October 14, 2025 - 14:00 Source
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MacroBusiness Tuesday, October 14, 2025 - 13:30 Source

It’s no secret that millions of Americans are struggling more today than they were prior to the pandemic. When one assesses metrics like consumer sentiment through the lens of individuals on the lower rungs of the socioeconomic ladder, the impact becomes immediately clear. What is often less clear is exactly what lengths Americans are going

The post America: land of the RV appeared first on MacroBusiness.

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Renew Economy Tuesday, October 14, 2025 - 13:28 Source
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Renew Economy Tuesday, October 14, 2025 - 13:16 Source
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Renew Economy Tuesday, October 14, 2025 - 13:11 Source
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MacroBusiness Tuesday, October 14, 2025 - 13:00 Source

Buy the dip or sell the rip? Technicals are clear as mud. The Market Ear. SPX technicals SPX has so far bounced on the 50 day, but this is not a very impressive bounce. Note we reversed 50% of Friday’s candle so far today. 6600 is the short term must hold level (50 day is

The post BTFD or STFR? appeared first on MacroBusiness.

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Renew Economy Tuesday, October 14, 2025 - 12:59 Source
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Renew Economy Tuesday, October 14, 2025 - 12:52 Source
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MacroBusiness Tuesday, October 14, 2025 - 12:30 Source

RIO this morning. Iron ore: Pilbara achieved its second highest Q3 shipments since 2019, up 6% from Q2. As part of our Iron Ore replacement strategy, West Angelas Sustaining Project received all Government approvals in October. • At the end of Q3, we had around 1.5 Mt of stockpiled ore at the SimFer mine gate.

The post Pilbara killer on track, on time appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 12:00 Source

It is critical to understand Australia’s immigration policy in a historical context. During the first 60 years following World War II, Australia’s net overseas migration (NOM) averaged 90,000 per year, with only two years exceeding 150,000. In the 15 years of ‘Big Australia’ immigration preceding the pandemic, NOM averaged 220,000 per year, a 145% increase

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MacroBusiness Tuesday, October 14, 2025 - 11:30 Source

As the base falls away, the structure rises ever higher. This is the pivot to Palestine in geopolitical terms. The Palestinian conflict has never been less relevant to everybody on earth. The great oil wars of the post-1970s period are over. The rise of US shale and non-OPEC oil has destroyed the geopolitical importance of

The post Pivot to Palestine never less relevant appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 11:00 Source

Stats NZ released migration data, revealing that only 10,600 net overseas migrants arrived in New Zealand in the year to August. This net migration gain was far below the decade average of 49,000 and around 125,000 fewer than the late 2023 peak. The fall in net overseas migration has been fueled by the exodus of

The post Record number of Kiwis flee New Zealand appeared first on MacroBusiness.

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MacroBusiness Tuesday, October 14, 2025 - 10:30 Source

The ferrous complex is not making much sense these days, which is in line with the increasingly drunk casino engulfing everything. Iron ore took off on the prospect of Chinese economic catastrophe, then reversed the moment it was averted. Steel just keeps grinding lower. CISA data for late September was terrible, down 8%, with a

The post Iron ore turns Casino Royale appeared first on MacroBusiness.

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