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Renew Economy Friday, October 10, 2025 - 12:57 Source
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MacroBusiness Friday, October 10, 2025 - 12:30 Source

Charlie McElligott at Nomura nicely illustrates that air needs to come out of the bubble before it can inflate further. With the current stage set above, Nomura strategist Charlie McElligott notes that this trailing multi-month “Vol Crush” – certainly within Equities space – has been a function of bunches of things: 1. Prolific Equities “Vol Supply” (Structured Notes

The post The bubble in stupid appeared first on MacroBusiness.

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MacroBusiness Friday, October 10, 2025 - 12:00 Source

Santos is widely regarded as a major contributor to the East Coast Australian gas shortage. About a decade ago, Santos expanded its gas export facility at Curtis Island, signing long-term contracts with Asian buyers. However, the anticipated gas reserves weren’t sufficient, so Santos began buying up local gas and diverting gas meant for domestic use

The post Is Santos Australia’s most evil company? appeared first on MacroBusiness.

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MacroBusiness Friday, October 10, 2025 - 11:30 Source

The great cooktop distraction is back. Some of Australia’s most famous chefs including Poh Ling and Neil Perry are backing a move away from gas cooktops, championing induction as the future of cooking. A growing list of Aussie culinary stars have joined the Global Cooksafe Coalition, which advocates for all-electric kitchens in restaurants and homes.

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Renew Economy Friday, October 10, 2025 - 11:20 Source
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MacroBusiness Friday, October 10, 2025 - 11:00 Source

Developing nations worldwide are facing structural labour shortages and budget deficits amid ageing populations. Germany has proposed raising the retirement age to 73 to avert a pension crisis: Germany has proposed raising the retirement age to 73 in an effort to prevent the collapse of its pension system. This proposal comes from a new scientific

The post Should Australia lift its retirement age? appeared first on MacroBusiness.

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xkcd.com Friday, October 10, 2025 - 11:00 Source

Despite a reputation for safety, the temperatures and surprisingly high pressures make them even more dangerous than the air kind, but the NTSB refuses to investigate accidents because they insist there is no 'transportation' involved.

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MacroBusiness Friday, October 10, 2025 - 10:30 Source

It was going so well, and then thump! Westpac mulls what happened. Consumers appear to have been rattled by recent updates on inflation. ‘Partial’ measures released over the last month suggest annual inflation has lifted back towards the top of the RBA’s 2–3% target range. This news, and signs of firmer consumer demand and a

The post What smashed consumer confidence back down? appeared first on MacroBusiness.

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MacroBusiness Friday, October 10, 2025 - 10:00 Source

The federal government has effectively provided Victoria with a financial bailout by delivering the state around $7.5 billion in extra GST revenue over two years, meaning it will receive $1.07 for every dollar raised in 2025-26. Victoria’s GST ‘bailout’ has come at the expense of New South Wales, which has received a diminishing share of

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MacroBusiness Friday, October 10, 2025 - 09:30 Source

The ferrous complex popped at the end of Golden Week yesterday. Pretty typical stuff. The steel profitability gap remains wide. We know a shakeout is coming for iron ore. The question is how deep it will need to be. Morgan Stanley has a crack at it. Downside risks to our long-term price target could emerge

The post Will China or BHP win the iron ore fight? appeared first on MacroBusiness.

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MacroBusiness Friday, October 10, 2025 - 09:00 Source

Australia’s ‘miracle’ jobs market has been a fool’s paradise. The unprecedented boom in government-funded jobs has driven Australia’s job growth and historically low unemployment rate. The non-market sector, comprising public and private service providers that rely on government funding, accounted for around 60% of total job creation since the pandemic and nearly 80% of job

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Renew Economy Friday, October 10, 2025 - 09:00 Source
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Renew Economy Friday, October 10, 2025 - 08:11 Source
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MacroBusiness Friday, October 10, 2025 - 06:42 Source

The greenback is ripping. AUD is rolling over. CNY stalled. This is not good for gold. Or the silly AI metals rush. Which is feeding RIO. EM is also a DXY downplay. Junk is cracking lower. Which is odd given yields. Bubble paused. There’s no obvious reason for the sudden volatility, except that there is

The post Australian dollar hit hard by greenback hammer appeared first on MacroBusiness.

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Your Democracy Friday, October 10, 2025 - 06:12 Source

Top Hamas official announces end to Gaza warThe organization has received “guarantees” from the US that the hostilities will not continue, Khalil al-Hayya has said

The Gaza war is over, a senior Hamas official, Khalil al-Hayya, has said, adding that the peace plan put forth by US President Donald Trump would mark the start of a “permanent ceasefire.”

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Your Democracy Friday, October 10, 2025 - 02:01 Source

 

Hungarian Foreign Minister Peter Szijjarto on Wednesday accused Polish Prime Minister Donald Tusk of “defending terrorists,” over comments about the sabotage of the Nord Stream gas pipelines. 

Tusk had claimed the day before in a post on X that “the problem with North Stream 2 is not that it was blown up. The problem is that it was built.”

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Your Democracy Friday, October 10, 2025 - 01:21 Source

US President Donald Trump is pressuring the Norwegian government and the Nobel Committee in an unprecedented push for the Nobel Peace Prize, the Financial Times reported on Wednesday. Experts reportedly remain skeptical that the campaign will succeed, however. 

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MacroBusiness Friday, October 10, 2025 - 00:05 Source

The 2025 federal election campaign saw both sides admit that they wanted to see Australian home prices rise at a ‘sustainable rate’ from already record-high levels. Both Labor and the Coalition offered ‘affordability’ policies that were really aimed at pumping homebuyer demand and increasing prices. It was a theme that has been repeated throughout this

The post Mortgage affordability is not housing affordability appeared first on MacroBusiness.

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Renew Economy Thursday, October 9, 2025 - 20:46 Source
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Renew Economy Thursday, October 9, 2025 - 20:41 Source
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Renew Economy Thursday, October 9, 2025 - 20:36 Source

Smithfield battery iberdrola

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Renew Economy Thursday, October 9, 2025 - 20:35 Source
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MacroBusiness Thursday, October 9, 2025 - 17:09 Source

    AUD/USD EUR/USD USD/JPY GBP/USD Gold WTI Brent Australia 200 US S&P 500 UK 100 Japan 225 Vids                                  

The post Macro Afternoon: 9 October 2025 appeared first on MacroBusiness.

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Renew Economy Thursday, October 9, 2025 - 14:40 Source
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Renew Economy Thursday, October 9, 2025 - 14:37 Source
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MacroBusiness Thursday, October 9, 2025 - 14:00 Source

Statistics New Zealand’s latest migration data showed that only 13,066 net overseas migrants landed in the country in the year to July 2025. This inflow was well below the decade average of 49,000 and more than 120,000 lower than the late 2023 peak. The following chart from Justin Fabo from Antipodean Macro shows that the

The post NZ rents fall amid migration slump appeared first on MacroBusiness.

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Renew Economy Thursday, October 9, 2025 - 13:33 Source
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MacroBusiness Thursday, October 9, 2025 - 13:30 Source

I have just returned from a rock-n-roll thunder tour of the world that took in Tokyo, London, Amsterdam, Paris, and Rome. I have not visited any of these cities in forty years, so the changes were amazing. First, what had not changed. Everybody smokes, everywhere, thank god. Tokyo has barely changed as an experience, except

The post On the highway to Hellbourne appeared first on MacroBusiness.

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Renew Economy Thursday, October 9, 2025 - 13:09 Source
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MacroBusiness Thursday, October 9, 2025 - 13:00 Source

With the release of the latest data from Statistics Canada, it was revealed that Canada’s fertility rate had fallen to just 1.25 children per woman. To put this into perspective, it’s lower than Japan’s fertility rate of 1.30 children per woman recorded during the height of lockdown during the pandemic in 2021. According to commentary

The post Western fertility rates turn Japanese appeared first on MacroBusiness.

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