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MacroBusiness
Friday, January 30, 2026 - 12:30
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When I moved to Hellbourne from Sydney (oh, the regret) in 2009, after successfully selling The Diplomat in Japan on the eve of the GFC, I met the rulers of the incipient Grattan Institute to see if they might be worth my time. It was a jarring experience. My freewheeling intellect and entrepreneurial style clashed with their The post Sign up for Grattan’s ‘capturing public policy’ program appeared first on MacroBusiness. |
MacroBusiness
Friday, January 30, 2026 - 12:00
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The media frequently criticises coal generation subsidies while overlooking the significantly larger subsidies for renewable energy. Some of Australia’s leading fund managers and economists are warning that two major federal financing programs for renewable energy—the Capacity Investment Scheme (CIS) and the National Reconstruction Fund (NRF)—risk becoming “slush funds” unless the government provides far greater transparency |
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MacroBusiness
Friday, January 30, 2026 - 11:30
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The ferrous jaws must close! A 2% pop yesterday, driven by news of the easing of the “three red lines” for some Chinese property developers, faded overnight. This is quite right, but it shows that sentiment is in no mood for reflexive recoveries. The news flow wasn’t bullish on the ground, either. Inventories of imported The post Iron ore fails to launch appeared first on MacroBusiness. |
Renew Economy
Friday, January 30, 2026 - 11:13
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The post Ignore your algorithm: Solar prices are going up in 2026, but it’s not a crisis appeared first on Renew Economy. |
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Renew Economy
Friday, January 30, 2026 - 11:05
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The post Origin taps into revenues from the first stages of the two biggest battery projects in Australia appeared first on Renew Economy. |
Renew Economy
Friday, January 30, 2026 - 11:04
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The post Powering data centres and smelters: A government monopoly may be the future of the NEM appeared first on Renew Economy. |
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MacroBusiness
Friday, January 30, 2026 - 11:00
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Seriously, who would want to be a tenant in Australia? Advertised rents have soared by 43% over the past five calendar years, adding nearly $10,700 to the annual cost of renting for the median household: As a result, tenant households are paying a record share of income to rent the median home: Meanwhile, competition is The post Renters are second-class citizens appeared first on MacroBusiness. |
xkcd.com
Friday, January 30, 2026 - 11:00
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MacroBusiness
Friday, January 30, 2026 - 10:30
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The February RBA meeting is a closer call than markets are pricing it for, according to Deutsche Bank. The bank notes that headline CPI increased 1.0% monthly/3.8% year over year in December, about 0.2 points higher than expected. Although year-ended slightly above consensus at 3.4% (3.35% yoy to two decimal places), key core metrics were The post Why the RBA won’t hike rates appeared first on MacroBusiness. |
MacroBusiness
Friday, January 30, 2026 - 10:00
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KPMG’s January 2026 outlook paints a picture of broad‑based, shortage‑driven price growth, with affordable suburbs and unit markets outperforming, and Melbourne, Brisbane, and Perth emerging as standout markets. Despite affordability challenges, Australia’s housing market is expected to remain tight, competitive, and upward‑trending through 2026. Last year recorded stronger‑than‑expected growth, with national house prices rising by |
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MacroBusiness
Friday, January 30, 2026 - 09:30
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DXY is not recapturing former support levels. This is TACO (Trump Always Chickens Out) as his “massive armada” closes in on Iran. AUD literally exploded last night: up, down and sideways. North Asia is still supportive. Can oil catch gold? Military preparations look more like surgical strikes than an all-out war, despite the rhetoric, so The post Australian dollar explodes appeared first on MacroBusiness. |
MacroBusiness
Friday, January 30, 2026 - 09:00
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Overnight saw Wall Street take a hit on tech stock earnings with Apple the next cab off the rank this evening. Microsoft slumped while Meta surged as Tesla stumbled, while European stocks remain hesistant as the war drums are beating in the Middle East. Oil prices continue to surge on the upcoming Iranian/US war while The post Macro Morning appeared first on MacroBusiness. |
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Your Democracy
Friday, January 30, 2026 - 08:13
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She though I’d be a good catch. I though we were a poor match. She took me to a concert. Dietrich Fischer-Dieskau sings. Boring Lieders by Franz Schubert. In German with piano no strings. And none of Wagner’s Rings. His voice was of a baritone. Made me think of a big drone.
I was falling asleep. She was in ecstasy deep. She was nice, a good sort. My mind was saying abort. |
MacroBusiness
Friday, January 30, 2026 - 08:00
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For most of the history of modern economies, one of the most vital indicators for economic health was the volume and value of goods moving through a nation. To quantify this, the Cass Freight Index began producing data on this subject for the U.S. economy way back in 1955. Perhaps the most useful element of The post Warning lights flash for U.S goods economy appeared first on MacroBusiness. |
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Renew Economy
Friday, January 30, 2026 - 07:00
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The post Technology is key to predict energy price volatility says GridBeyond’s white paper appeared first on Renew Economy. |
MacroBusiness
Friday, January 30, 2026 - 00:01
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Australia’s energy demand will soar over the coming decades due to a combination of rapid population growth, the mass build-out of data centres, and the likely need for a fleet of energy-hungry water desalination plants. The latest projections from the Centre for Population, released this month, show that the nation’s population will balloon by 13.4 The post Australia needs stable baseload power appeared first on MacroBusiness. |
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George Monbiot
Thursday, January 29, 2026 - 19:15
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Even the intelligence services are gagged by the government when they try to tell the truth about our planetary crisis. By George Monbiot, published in the Guardian 27th January 2026 I know it’s almost impossible to turn your eyes away from the Trump show, but that’s the point. His antics, ever-grosser and more preposterous, are designed to keep him in our minds, to crowd out other issues. His insatiable craving for attention is a global-threat multiplier. You can’t help wondering whether there’s anything he wouldn’t do to dominate the headlines. |
Renew Economy
Thursday, January 29, 2026 - 18:17
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The post Near 100 pct renewable electricity for Australia’s main grid is achievable and affordable: Year 4 update appeared first on Renew Economy. |
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MacroBusiness
Thursday, January 29, 2026 - 17:00
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Asian share markets are generally higher as all risk markets look on with hesitation around the seemingly inevitable Iran/US war as both oil and gold prices blowout. This is keeping the Australian dollar on a tear as it barrels in on the 71 handle while other undollars took a breather overnight after a wide dumping The post Macro Afternoon appeared first on MacroBusiness. |
Renew Economy
Thursday, January 29, 2026 - 16:22
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Renew Economy
Thursday, January 29, 2026 - 15:36
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The post Queensland utility dumps plans to buy new wind project, signs PPA with small, 10-year-old wind farm instead appeared first on Renew Economy. |
MacroBusiness
Thursday, January 29, 2026 - 14:50
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To the rescue! A Bloomberg Intelligence gauge of Chinese developer stocks jumped as much as 8.1% Thursday, the most since July. Among the top gainers was Sunac China Holdings Ltd., which surged 28% at one point in Hong Kong. Country Garden Holdings Co. also added nearly 22%. This followed a report by Beijing News late Wednesday The post China relaxes “three red lines” for property appeared first on MacroBusiness. |
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MacroBusiness
Thursday, January 29, 2026 - 13:30
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Charts from TME. All-time highs again, with nowhere to go as volatility climbs on safe haven bids. Skew climbing with tail risks. Long gamma a big headwind as, “gs futures strats calculate $6bn of long gamma at spot, which increases to $12bn long gamma +100bps higher… in english, a 100bps rally in spx cash creates supply The post Stocks bombed in Iran? appeared first on MacroBusiness. |
MacroBusiness
Thursday, January 29, 2026 - 13:00
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Chris Joye, a portfolio manager with Coolabah Capital, recently wrote an article in the Australian Financial Review arguing that the expansion of government spending was placing upward pressure on inflation and, by extension, interest rates. “At the federal level, the annualised monthly trend budget deficit has deteriorated rapidly from $12 billion in December 2024 to |
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MacroBusiness
Thursday, January 29, 2026 - 12:30
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More evidence today of China’s Great Depression. The PBoC January survey is a doozy. Goldman adjusts these figures seasonally. Loan approval: 53.4 in Q4 2025 compared to 53.8 in Q3 2025; loan demand: 56.1 in Q4 2025 versus 57.7 in Q3 2025 Sentiment toward monetary policy for the upcoming quarter: 71.5 in Q4 2025 compared The post Roll up for China’s amazing invisible depression! appeared first on MacroBusiness. |
MacroBusiness
Thursday, January 29, 2026 - 12:05
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by David Llewelyn-Smith of MacroBusiness to examine the latest slide in the U.S. dollar—unpacking whether this is just a short-term pullback or an early sign the broader USD tide is turning, and what a sustained shift could mean for global markets and |
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MacroBusiness
Thursday, January 29, 2026 - 12:00
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By Stephen Saunders Anthony Albanese’s responses to Bondi hew to a script. Unpopular mass migration must continue—at any cost. Citizens must be socially “cohesive”—or else we’re racist. Less than 24 hours after Bondi’s studied sectarian slaughter—a ghastly new “landmark” for Australia—Prime Minister Anthony Albanese and his press gallery chooks had already agreed to a The post Albanese remains an immigration radical appeared first on MacroBusiness. |
Renew Economy
Thursday, January 29, 2026 - 11:52
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MacroBusiness
Thursday, January 29, 2026 - 11:30
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A previously undisclosed $57 billion deterioration in the federal budget outlook has emerged since the election, driven mainly by higher long‑term spending under the Albanese government. The blowout means the budget is no longer expected to return to surplus within the next decade. Analysis by the office of shadow treasurer Ted O’Brien, independently verified by |
MacroBusiness
Thursday, January 29, 2026 - 11:00
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Do we need LNG import termimals? In a common-sense world, we clearly don’t need them. We’ve got plenty of cheap gas at home. So, why are we still debating them? Gas producers in the south-east are voicing strong concerns about the plan to give the Australian Energy Market Operator the ability to underwrite new supply The post Albo stuffs up gas again appeared first on MacroBusiness. |
Salespeople are using social media to urge consumers get in soon to beat solar panel price rises, but is it as big a deal as they are making out? 
Origin starts tapping into revenues from the first stages of the two biggest battery storage projects currently being built in Australia.
The Federal government will likely end up with most of the utility-scale renewable energy developed from 2027 onwards, covering existing "gentailers" into retailers.
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State owned CleanCo has nixed an option to buy a 360 MW wind project, saying it doesn't fit with its new remit. Instead, it has signed up to a small 10-year-old wind farm. 
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