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Oz Blog News Commentary
MacroBusiness Friday, December 19, 2025 - 09:00 Source

A paradoxically unvolatile session overnight as Wall Street bounced back on a surprise downside print in US inflation while the ECB and BOE held fire on interest rate rises all of which barely moved currency markets. Asian share markets should expect a boost in the final full volume trading session before the Xmas break with

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Friday, December 19, 2025 - 08:00 Source

The iron ore price has risen by about 7% so far in 2025, but CBA head of commodities Vivek Dhar warns that oversupply concerns could soon see the price of the steel input fall below $US$100 per tonne. Dhar notes that demand headwinds are accelerating in China, while shipments from the Simandou project in Guinea

The post Bears growl at “cracking” iron ore market appeared first on MacroBusiness.

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Renew Economy Friday, December 19, 2025 - 07:51 Source

waratah battery akayshaMarket operator turns to country's most powerful battery to guarantee supplies with one third of the NSW coal fleet offline in the middle of a heatwave.

The post Australia’s most powerful battery put on standby to prevent blackouts with four big coal units offline appeared first on Renew Economy.

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Renew Economy Friday, December 19, 2025 - 07:11 Source

Ausgrid will start building the REZ based around existing infrastructure in early 2026, with work expected to be done within two years.

The post Construction begins on network upgrade to bring major coal region into the energy future appeared first on Renew Economy.

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MacroBusiness Friday, December 19, 2025 - 07:00 Source

From the Market Ear: SOX – from sexy to soggy Over the weekend we flagged the risk of a massive SOX double top. Today, that risk is starting to materialise. SOX is slicing through the 50-day and slamming into its longer-term trend line. Lose this level and the downside gets ugly fast, with the 200-day

The post Semiconductor index breaks at worst possible time appeared first on MacroBusiness.

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Your Democracy Friday, December 19, 2025 - 05:44 Source

A Jewish woman wearing a Keffiyeh as well as the Star of David was escorted off Bondi Beach by police. The resulting social media storm led to death threats to her and to her friend.

I am writing this knowing it will likely result in more death threats.

That is not a metaphor. It is a statement of fact, based on what happened to my friend Michelle and me this week, and what happened next when we sought protection from the state.

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Digitopoly Friday, December 19, 2025 - 02:14 Source

It is time to look back at digital technology in 2025 and make light of it. This review will be arranged much like the Oscars, with awards in various categories. Just as in past years, there are three criteria for the dozen awards this year:• The award must involve digital technology, such as viral videos or crazy communications technologies• The key event must have taken place this year, 2025.• The award cannot take itself seriously. The event receiving attention must lend itself to sass, sarcasm, and ridicule.

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MacroBusiness Friday, December 19, 2025 - 00:05 Source

China (31.8% share in 2024) and India (8.3% share in 2024) have driven the increase in global carbon emissions this century. Both nations have shown an insatiable appetite for coal. In 2024, China accounted for 55.8% of the world’s coal consumption, whereas India accounted for 13.9%. Australia, by contrast, accounted for only 0.9% of the

The post China and India drive record global coal consumption appeared first on MacroBusiness.

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Your Democracy Thursday, December 18, 2025 - 21:51 Source

WikiLeaks co-founder Julian Assange has filed a criminal complaint against the Nobel Foundation, accusing it of misusing Nobel Peace Prize funds by awarding them to Venezuelan opposition figure Maria Corina Machado, who has publicly called on the US to attack her own country.

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Renew Economy Thursday, December 18, 2025 - 17:30 Source

 TagEnergy.Renewable energy certificate prices - the currency that has underpinned of wind and solar in Australia - have plunged to record lows and could halve again.

The post Renewable certificate prices “drop like a stone” and are headed even lower as corporate demand dries up appeared first on Renew Economy.

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Renew Economy Thursday, December 18, 2025 - 16:28 Source

Wind finance drought turns into a minor flood, with the second wind project reaching financial close in two days, and the first on Australia's main grid in 2025.

The post Second wind farm in two days reaches financial close, first on main grid for 2025 appeared first on Renew Economy.

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Your Democracy Thursday, December 18, 2025 - 15:02 Source

Guests at the White House Christmas reception fell silent Sunday as President Donald Trump veered way off topic to deliver a cozy holiday tale about … poisonous snakes?

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MacroBusiness Thursday, December 18, 2025 - 15:00 Source

A sea of red across Asian share markets in response to a selloff on Wall Street overnight although the falls are relatively minor locally as its mainly been tech stocks affected. Markets are awaiting the slew of central bank meetings with the BOE tonight and BOJ tomorrow. USD has strengthened a little against some of

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Thursday, December 18, 2025 - 14:48 Source

home batteryLabor sheds light on just how hot the Cheaper Home Batteries rebate has been running, and just how much money can be saved by pushing smaller systems.

The post Cheaper Home Batteries scheme faced $14 billion bill before rebate changes cut it in half appeared first on Renew Economy.

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MacroBusiness Thursday, December 18, 2025 - 14:30 Source

In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North from DFA to unpack eight critical megatrends set to shape markets and investment returns in the years ahead — and why their combined impact could be powerful, complex, and often pulling in very different directions. Download Presentation Slides Here

The post MB Fund Podcast with DFA Live: Megatrends 2026 appeared first on MacroBusiness.

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Renew Economy Thursday, December 18, 2025 - 14:22 Source

Peats Ridge Community battery AusgridThe cost per kilowatt hour of community batteries has plunged, says Ausgrid, making them competitive even with subsidised home batteries.

The post Community batteries now cheaper to install than home storage, Ausgrid says appeared first on Renew Economy.

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Renew Economy Thursday, December 18, 2025 - 14:20 Source

Victoria's offshore wind proponents are ramping up activities, as they await news of the delayed auction, and the proposed port facilities making progress on approvals.

The post Offshore wind hopefuls launch weather and marine surveys as they await news of delayed auction appeared first on Renew Economy.

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MacroBusiness Thursday, December 18, 2025 - 14:00 Source

The US unemployment rate rose to a four-year high of 4.6% in November (survey: 4.5%). The result marked the fifth consecutive monthly increase, reaching its highest level since 2021. Non-farm payrolls rebounded modestly with 64,000 jobs added. This followed a decline of 105,000 jobs in October, largely due to a 162,000 reduction in federal workers

The post US unemployment rate hits four-year high appeared first on MacroBusiness.

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Renew Economy Thursday, December 18, 2025 - 13:45 Source

solar farm cobra

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MacroBusiness Thursday, December 18, 2025 - 12:45 Source

Heading into the release of the official Q2 population and immigration data from the Australian Bureau of Statistics (ABS), all indicators were pointing to an increase. A record 448,500 net permanent and long-term (NPLT) arrivals were recorded for the first 10 months of 2025: The ABS monthly NPLT arrivals series has historically tracked the official

The post ABS immigration numberwang strikes again! appeared first on MacroBusiness.

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THE BLOT REPORT Thursday, December 18, 2025 - 12:03 Source

The appalling Josh Frydenberg has come out blaming Prime Minister Anthony Albanese for the atrocity in Bondi. Always a Liberal. In this he is just echoing the bullshit spouted by the monster of Gaza, Netanyahu1.

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MacroBusiness Thursday, December 18, 2025 - 12:00 Source

I’ve been seeing a particular type of chart circulate more frequently: the one plotting the S&P 500’s forward price-to-earnings ratio against the market’s subsequent 10-year returns. At first glance, it looks authoritative — hundreds of data points neatly arranged, a strong downward relationship, and a clear takeaway that today’s high forward P/Es imply a lost

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MacroBusiness Thursday, December 18, 2025 - 11:30 Source

As battles over trade flows and domestic industry intensify worldwide, it’s worth stepping back and reflecting on how this set of circumstances has come to pass. According to an analysis from the Wall Street Journal, the total inflation-adjusted volume of Chinese exports has risen by 44% since 2019. Meanwhile, China’s imports have risen by only

The post China gobbles up global export market appeared first on MacroBusiness.

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MacroBusiness Thursday, December 18, 2025 - 11:00 Source

Cotality Pain and Gain Report for the September quarter has been released, which showed that 95.5% of resales made a gross profit, the highest in two decades: The median resale gain hit a record $335,000, up from $315,000 in the previous quarter and $296,000 a year ago. Even adjusted for current values, this is the

The post Is Australia’s property boom on borrowed time? appeared first on MacroBusiness.

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MacroBusiness Thursday, December 18, 2025 - 10:30 Source

In February, the Coalition and its leader, Peter Dutton, were riding high in the polls as the unofficial election campaign began to unfold. For the first time in the 2022–2025 parliamentary term, the Coalition had a decent lead in the polls, up 52% to 48% in aggregate. Meanwhile, bookies had the Coalition as the odds

The post Everybody hates Dutton appeared first on MacroBusiness.

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MacroBusiness Thursday, December 18, 2025 - 10:00 Source

Canada experienced one of the world’s biggest immigration surges post-pandemic, which created the worst rental crisis in the nation’s history. Amid a growing voter backlash, the Canadian government has introduced a series of measures since late 2024 to lower immigration levels, focusing on both permanent and temporary residents. These include reducing annual permanent resident targets,

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Your Democracy Thursday, December 18, 2025 - 09:31 Source

 

Although August talks between Vladimir Putin and Donald Trump were framed as an attempt to explore pathways toward ending the conflict in Ukraine, active combat operations have continued across the special military operation zone. In 2025, the fighting has entered a new technological stage, with drone warfare becoming one of the defining elements of the battlefield.

 

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Your Democracy Thursday, December 18, 2025 - 09:00 Source

As a freelance writer, I know I have to produce copy that meets the expectations of editors and management. When I write opinion pieces, I know well that my arguments should closely align with the publication’s general outlook. But I’ve always believed that if my views on any particular topic diverged from an outlet I’m writing for, it was acceptable to express those viewpoints in other publications.

 

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Renew Economy Thursday, December 18, 2025 - 09:00 Source

transmission towers

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MacroBusiness Thursday, December 18, 2025 - 09:00 Source

Wall Street was almost unphased overnight by the dual NFP release as US unemployment jumped to a four year high, triggering a rally in US bonds, while the latest UK unemployment figures weren’t rosy either with speculation the BOE may move to easing its rates this week. The USD remains under duress against most of

The post Macro Morning appeared first on MacroBusiness.

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