Blogotariat

Oz Blog News Commentary
MacroBusiness Wednesday, November 19, 2025 - 00:05 Source

The Victorian government’s recent tax changes—including higher land taxes, expanded levies, and reduced thresholds—have discouraged property investment by significantly increasing holding costs, reducing returns, and prompting thousands of investors to sell or avoid new purchases. In particular, the tax‑free threshold was cut from $300,000 to $50,000, meaning far more investors are now liable for land

Read more Views: 14
Renew Economy Tuesday, November 18, 2025 - 19:47 Source
Read more Views: 36
Renew Economy Tuesday, November 18, 2025 - 19:41 Source
Read more Views: 35
Renew Economy Tuesday, November 18, 2025 - 17:01 Source
Read more Views: 47
Your Democracy Tuesday, November 18, 2025 - 16:45 Source

Read more Views: 33
MacroBusiness Tuesday, November 18, 2025 - 16:30 Source

Market watchers pivoted on Japanese and Australian central bank words and actions today while some Federal Reserve members went dovish with calls for an actual rate cut in the upcoming December meeting as the US economy shows more signs of weakness (not that we would know given the NFP result hasn’t been printed for two

The post Macro Afternoon appeared first on MacroBusiness.

Read more Views: 29
Renew Economy Tuesday, November 18, 2025 - 15:12 Source
Read more Views: 32
MacroBusiness Tuesday, November 18, 2025 - 14:00 Source

The Reserve Bank of New Zealand’s dovish shift, including the larger 50 bp cut at its October monetary policy meeting, saw the official cash rate fall to 2.5%, down 3.0% from its most recent peak: The sharp drop in the official cash rate has been matched in the mortgage market, where rates have fallen back

The post New Zealand’s house price crash has silver lining appeared first on MacroBusiness.

Read more Views: 30
Renew Economy Tuesday, November 18, 2025 - 13:44 Source
Read more Views: 28
Your Democracy Tuesday, November 18, 2025 - 13:38 Source

Read more Views: 32
MacroBusiness Tuesday, November 18, 2025 - 13:30 Source

Given that it appears the Albense government is, once again, set to sell you out to the gas cartel with fake domestic reservation, it falls to me to point out one final irony. Just as Australia moves to do a fake version of what it should have done in 2012, a global gas glut of

The post LNG imports are Australia’s last energy hope appeared first on MacroBusiness.

Read more Views: 34
Renew Economy Tuesday, November 18, 2025 - 13:18 Source
Read more Views: 32
Renew Economy Tuesday, November 18, 2025 - 13:02 Source

Li-S Energy lithium-sulfur factory

Read more Views: 28
MacroBusiness Tuesday, November 18, 2025 - 13:00 Source

Victorians are experiencing acute Stockholm Syndrome, wedded to the failing state Labor government who has been in power for 22 of the past 26 years. Victoria’s nine-month lockdown during the Covid-19 outbreak was among the longest and most severe in the world. It was also brought to us by the state government, whose incompetence with

The post Victorian Liberals churn another leader appeared first on MacroBusiness.

Read more Views: 29
MacroBusiness Tuesday, November 18, 2025 - 12:30 Source

We all understand the wisdom of Professor Michael Pettis. Today, he returns to discuss the implications for Australia of a severe China adjustment. “I don’t think overly emphasising commodity production is good for long-term growth because I don’t think productivity growth in commodity production compares with productivity growth in manufacturing,” he says. “Many people see

Read more Views: 30
MacroBusiness Tuesday, November 18, 2025 - 12:00 Source

The Albanese government claims it wants to reduce immigration to Australia. However, its actions on the international student front say otherwise. Australia already has the highest share of international students and graduates in the world, accounting for 3.2% of the nation’s population as of Q3 2025, up from the pre-pandemic peak of 2.9%. However, the

The post Labor opens international student floodgates appeared first on MacroBusiness.

Read more Views: 31
MacroBusiness Tuesday, November 18, 2025 - 11:30 Source

Virtually all infrastructure experts opposed the Victorian government’s Suburban Rail Loop (SRL) because the cost was prohibitively high, the project lacked a business case, failed any objective cost-benefit analysis, and would not generate enough customer demand. For example, Victoria’s Parliamentary Budget Office (PBO) conducted a cost-benefit analysis and discovered that the SRL East and North

Read more Views: 25
MacroBusiness Tuesday, November 18, 2025 - 11:00 Source

The Market Ear leads us off. Delicate levels NASDAQ is trading right on the 50-day moving average. Friday saw a huge doji candle, indicating nobody is in control. Let’s see how this develops from here, but the longer-term trend line is a must-hold. Source: LSEG Workspace Relative tech stress VXN – VIX spread has shot

The post AI bubble quivers again appeared first on MacroBusiness.

Read more Views: 28
Renew Economy Tuesday, November 18, 2025 - 10:43 Source

Kwinana coal power station, Synergy

Read more Views: 33
MacroBusiness Tuesday, November 18, 2025 - 10:30 Source

With the release of the latest polling RedBridge, it was revealed that Labor now hold 51% of the votes of Gen Z, followed by the Greens with 24% of the vote. This compares with Labor securing 40.3% of the Gen Z vote at the ballot box at May’s federal election, with 27.2% for the Coalition

The post The coming war within the LNP appeared first on MacroBusiness.

Read more Views: 26
MacroBusiness Tuesday, November 18, 2025 - 10:00 Source

Australia’s labour market has been gradually softening over the past year. This softening is evident in the gradual rise in Australia’s unemployment rate: As illustrated below by AMP chief economist Shane Oliver, the various measures of job openings have also weakened: Alex Joiner, chief economist at IFM Investors has published an interesting set of charts

Read more Views: 21
MacroBusiness Tuesday, November 18, 2025 - 09:30 Source

This is ridiculous in every way. In his first public interview on the issue, Australia Pacific LNG chief executive Dan Clark told The Australian that the east coast market’s chronic pressures cannot be solved with the series of band-aid solutions that have been applied over recent years. The call comes as the federal government prepares

The post Gas cartel readies your final destruction appeared first on MacroBusiness.

Read more Views: 31
Renew Economy Tuesday, November 18, 2025 - 09:07 Source
Read more Views: 30
MacroBusiness Tuesday, November 18, 2025 - 09:00 Source

Its been a very cautious start to the trading week with more selling but not quite dumping on Wall Street overnight with a parallel selloff in Bitcoin not helping. The run back to USD continues even though without any key economic indicators being published by the Trump regime in the last two months, this looks

The post Macro Morning appeared first on MacroBusiness.

Read more Views: 28
Your Democracy Tuesday, November 18, 2025 - 08:58 Source

 

Deals for supplying fighter jets to Ukraine remain promises, not firm contracts. Nevertheless, they draw France and Sweden deeper into the conflict with Russia.

 

LYUBA LULKOEmpty Fighter Jet Deals: Europe’s Unrealistic Pledges to Ukraine Exposed

 

Read more Views: 30
Renew Economy Tuesday, November 18, 2025 - 08:57 Source
Read more Views: 29
Renew Economy Tuesday, November 18, 2025 - 08:50 Source
Read more Views: 27
Your Democracy Tuesday, November 18, 2025 - 08:10 Source

Swiss executives gave luxury gifts for US President Donald Trump shortly before Bern and Washington announced a new trade deal that reduces the steep US import tariffs, according to media reports.

Read more Views: 27
MacroBusiness Tuesday, November 18, 2025 - 07:17 Source

DXY is back. AUD is sitting on big support. CNY serene. Gold no bueno. AI metals likewise. Miners fade. EM too. Junk sitting on big support, too. Yields down a smidge. Stocks no bueno. There was not much overnight to explain the strong DXY, other than traditional risk off. That the failure of risk sentiment

The post Australian dollar bashed by bursting bubble appeared first on MacroBusiness.

Read more Views: 28
Your Democracy Tuesday, November 18, 2025 - 06:55 Source

Somewhere around 2085, give or take a few years, the last baby boomer will die. But their story is not, in the end, a story about age.

It is the biography of a system of capitalism in its most confident, expansive and self-mythologising phase. The Boomers were not the authors of that story so much as its children and its protagonists, born into a time when growth was god and history appeared to have direction.

 

Read more Views: 26

Pages