Blogotariat

Today's summit of world leaders has made one thing clear - there is a lot of frustration and concern about the direction climate change is heading.

Col Doug Macgregor predicts political turnover in Western governments (London first) and expects Emmanuel Macron to be removed from power — arguing new leaders will be less hostile to Russia and more interested in restoring trade.

They portray Putin as having outlasted his committed opponents; Russian strategy is to wait until Western political will weakens.

One month ago, I argued that the Australian Treasury’s modelling of Labor’s 5% deposit scheme for first home buyers was proof that Treasury had become a propaganda arm of the federal government. Under Labor’s First Home Guarantee scheme, which came into effect at the beginning of October, virtually all first home buyers can purchase a

The post RBA skewers Treasury housing propaganda appeared first on MacroBusiness.

Chris Minns’ police unleashed pepper spray on hundreds of peace protestors yesterday. Today the Premier is the drawcard for an Israel business lobby lunch with ties to the genocide in Gaza. Wendy Bacon reports. 

The New Zealand economy continues to push through its housing bust and economic downturn. Yesterday, unemployment came in at 5.3% for the September quarter. The participation rate continues to fall to 70.3% as jobs become more scarce, holding down the headline unemployment rate. As illustrated below by Justin Fabo from Antipodean Macro, the underutilisation rate

The search for a network operator to build and operate the grid to support the New England Renewable Energy Zone has been narrowed down to three contenders.

Queensland LNP has "significantly underestimated" huge costs of delaying coal plant closures while still shooting for net zero, industry and union groups warn.

The Market Ear on a market trying to find sanity. Muted fear The sell-off has stretched across several sessions, yet volatilities have remained orderly, a stark contrast to October’s sharp spike. The VIX reaction so far is muted, a “fearless” unwind where complacency lingers and volatility still refuses to show up. With little fear The

The post Stocks try to find sanity appeared first on MacroBusiness.

For a long time, I have bewailed the rise of fake left and its obsession with culture war issues like genitals, Palestine and racism. The substitution of this grab bag of identity politics for issues of class has led directly to the rise of the populist right in the shape of Donald Trump as American

The post Trump births American real left appeared first on MacroBusiness.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the political storm hitting the healthcare sector — how comments and policy risks from Trump and RFK Jr. are weighing on valuations, whether today’s beaten-down prices could present a long-term buying opportunity, or if lasting damage to the sector’s economics and social licence

The post MB Fund Podcast: Vaccinate or Evacuate? appeared first on MacroBusiness.

Earlier this month, Prime Minister Anthony Albanese was interviewed by The Australian, during which he was questioned about his plan for “Universal Childcare”. Albanese confirmed that this would be a major focus of the government for 2025 but remained guarded on exactly what that might look like in reality. “We’ll worry about that next year,”

The post ‘Universal Childcare’ risks becoming NDIS 2.0 appeared first on MacroBusiness.

DXY is breaking out still. AUD rebounded in its fading trend. CNY meh. Gold trying to hold. AI metals a better day. The chosen one bounced. EM too. Junk held. But there’s trouble in them thar yields. Stocks rose anyway. I remain cautious on the crap complex—commodities, EM, AUD—while the bond backup and rising DXY

The post UBS thumps AUD table. Hurts fist appeared first on MacroBusiness.