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Renew Economy Thursday, November 13, 2025 - 14:57 Source
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Renew Economy Thursday, November 13, 2025 - 14:56 Source
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MacroBusiness Thursday, November 13, 2025 - 14:00 Source

Jennie George is a former ACTU president and Labor MP for Throsby. George has been a vocal advocate for domestic gas reservation, which the Albanese government has shirked. Last week, George wrote a stunning article in The Australian attacking the Albanese government’s drive for net zero, warning that it will drive up energy costs and

The post Australia’s energy transition hits new level of farce appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 13:30 Source

The CBA bubble has been quivering uncontrollably for the past few days. It’s fallen all the way to 26x NTM, only double the historical average. Its peer group is also very fully valued, if less so. Compared with elsewhere, the bubble remains multi-sigma yuge. Citi reckons the bubble is just rotating. I can’t say I

The post Is the CBA bubble finally bursting? appeared first on MacroBusiness.

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Renew Economy Thursday, November 13, 2025 - 13:07 Source
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Renew Economy Thursday, November 13, 2025 - 13:02 Source
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MacroBusiness Thursday, November 13, 2025 - 13:00 Source

The Market Ear on stock dislocations. The bull in fear This much fear with markets so close to ATHs is not your usual market. Source: MacroMicro Who to trust The BTC fade or the NASDAQ squeeze. The gap between these two is very short term wide. Source: LSEG Workspace Stocks vs the economy Citi US

The post Mind the gaps in stocks appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 12:26 Source

The ABS with the data. In trend terms, in October 2025: unemployment rate remained at 4.4%. participation rate increased to 67.0%. employment increased to 14,678,400. employment to population ratio remained at 64.0%. underemployment rate remained at 5.8%. monthly hours worked increased to 1,993 million. In seasonally adjusted terms, in October 2025: unemployment rate decreased to

The post Unemployment falls anew appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 12:05 Source

In this week’s MB Fund podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the latest forecasts for fossil fuel use from the International Energy Agency—why oil demand is set to keep growing under current policies, what that means for coal, oil, and gas investments, and how investors should be positioning their portfolios for the

The post MB Fund Podcast: The Future of Fossil Fuel appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 12:00 Source

The Australian Bureau of Statistics (ABS) released its Lending Indicators for the September quarter of 2025, the highlight of which was the record lift in investor mortgage commitments, as charted below by Alex Joiner from IFM Investors: Source: Alex Joiner (IFM Investors)There were 57,624 new investment loans approved in the September quarter of 2025, a

The post First home buyers are lambs to the slaughter appeared first on MacroBusiness.

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Your Democracy Thursday, November 13, 2025 - 11:51 Source

His Excellency, Mr. António Guterres, Secretary-General of the United Nations,Presidents,Prime Ministers,Heads of State,Permanent Representatives to the United Nations,‍It is with great relief that we welcome the ceasefire, the release of Israeli hostages and Palestinian captives, and the hope for an end to the daily killing, destruction, displacement, and starvation in Gaza.

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Your Democracy Thursday, November 13, 2025 - 11:44 Source

Ukraine's energy and justice ministers have resigned in the wake of a major investigation into corruption in the country's energy sector.

President Volodymyr Zelensky called for Energy Minister Svitlana Grynchuk and Justice Minister Herman Halushchenko's removal on Wednesday. 

 

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MacroBusiness Thursday, November 13, 2025 - 11:30 Source

I know a lot of people who matter read these posts. Why nothing gets done escapes me. The LNP has unnecessarily dumped net zero and opened itself up to another climate war. Apparently, its new energy principles will include. The two foundational principles are to create a stable energy grid with affordable power, and reduce

The post Just crush the gas cartel!!! appeared first on MacroBusiness.

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Renew Economy Thursday, November 13, 2025 - 11:01 Source
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MacroBusiness Thursday, November 13, 2025 - 11:00 Source

The Simandou iron ore project is nicknamed the “Pilbara killer” because it threatens Australia’s dominance in the global iron ore market, particularly the Pilbara region of Western Australia. This is because Simandou offers massive volumes of higher‑grade ore that could reshape pricing power and supply chains. Simandou in Guinea holds reserves of at least 3

The post The Pilbara Killer is a budget killer appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 10:30 Source

Spinning lies and propaganda is an Australian politician’s modus operandi. The latest example comes from Tim Richardson, Victorian State Labor MP for Mordialloc and Parliamentary Secretary to the Premier of Victoria. On November 11, Richardson tweeted the following propaganda, claiming that “Businesses are smashing it in Victoria!”: Hilariously, Richardson’s Tweet came out the day after

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Your Democracy Thursday, November 13, 2025 - 10:14 Source

Lachlan Murdoch won the battle to follow in his father’s footsteps and obtain control over News Corp, a media conglomerate in decline. Is he up for it? David Tyler asks.

Imagine inheriting a media empire after spending $1.1B per sibling just to buy them off. Then discovering you’ve just spent billions to secure control of something that looks glorious on the surface but is, underneath, a paper tiger gasping for oxygen. That’s Lachlan Murdoch in 2025.

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MacroBusiness Thursday, November 13, 2025 - 10:00 Source

The ferrous complex remains in a state of paralysis as hopeful traders fight a deteriorating reality. Hopes a plenty! Hopes of more stimulus revived after China’s central bank said on Tuesday it would maintain “appropriately loose” monetary policy, keep liquidity ample while improving its policy transmission, as the economy still faces risks and challenges. The

The post The baked-in bulls of iron ore appeared first on MacroBusiness.

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Renew Economy Thursday, November 13, 2025 - 09:38 Source
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MacroBusiness Thursday, November 13, 2025 - 09:30 Source

DXY held last night. AIUD lifted anyway. CNY meh. Gold yeh. Are all metals AI now? The chosen one returns. EM meh. Is a downtrend forming in junk? Yields edged up. Stocks edged down. The US isn’t going to publish shutdown CPI or job numbers, straight out of Xi Jinping’s playbook. Helping gold. Credit Agricole

The post Australian dollar labours in vain appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 09:00 Source

Risk markets continue to price in some stability returning to US governance with European shares also rallying on the better risk equation (aka less AI malevolence) with Wall Street again stumbling around overnight. The USD was relatively stable in the absence of any economic reports although it firmed against Yen and Pound Sterling while Euro

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 08:00 Source

A poll put out by Resolve earlier this month asked respondents to say if they had a positive, neutral, or negative opinion of a list of federal politicians if they had heard of them. What it found was that compared with December last year, Prime Minister Anthony Albanese had seen his standing improve from -17

The post Pauline Hanson tops the polls appeared first on MacroBusiness.

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Your Democracy Thursday, November 13, 2025 - 06:55 Source

 

UK Prime Minister Keir Starmer has insisted he runs a "united team" after a senior minister was forced to repeatedly deny that he planned to oust the embattled premier.

Sir Keir's comments came after Downing Street sources said Britain's leader would fight off any leadership challenge, as the anonymous briefing exposed tensions at the heart of the beleaguered government.

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Renew Economy Thursday, November 13, 2025 - 06:21 Source
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Your Democracy Thursday, November 13, 2025 - 06:00 Source

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Your Democracy Thursday, November 13, 2025 - 05:44 Source

At the end of World War II in 1945, international relations quickly coalesced around two superpowers (the USA and the USSR), giving rise to a bipolar world. Since then, the quest for a balance of power, fueled by the space race and the expansion of spheres of influence, has fostered a logic of escalation and a mutual perception of threat that continues to divide relations between Washington and Moscow today.

 

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Your Democracy Thursday, November 13, 2025 - 05:22 Source

It beggars belief that the outgoing head of the RSL, Greg Melick, has abused the quiet solemnity of Remembrance Day to lecture and berate the Albanese government on its defence policy.

Worse, he carelessly flung around the tired epithet of ‘appeasement’ at the Prime Minister and his Ministers.

 

Paul Keating

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Your Democracy Thursday, November 13, 2025 - 05:00 Source

In succumbing to a lust for the limelight, the ASIO director, Mike Burgess, is not making it easier for the government and citizens to retain confidence in him and the organisation he’s trying to run.

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Your Democracy Thursday, November 13, 2025 - 04:33 Source

 

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MacroBusiness Thursday, November 13, 2025 - 00:05 Source

The latest rental data from Cotality suggests that Australia’s rental market has tightened. Rental vacancy rates nationally fell to a new record low of 1.5% in October, down from 2.0% 12 months prior. The number of homes listed for rent across the combined capital cities has fallen to its lowest level on record for an

The post Australian renters cannot catch a break appeared first on MacroBusiness.

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