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Weekend Links: 12 – 13 July, 2025

July 11, 2025 - 21:06 -- Admin

  ‘North Head from above Balmoral, Sydney Harbour’ 1866 Conrad Martens, Art Gallery of NSW   Global Macro Nvidia becomes world’s first $4tn company– BBC Why is Trump targeting Brazil – and will it backfire for Bolsonaro?– BBC Snap, crackle, sale: Nutella maker Ferrero plans to buy WK Kellogg for $3 billion– AP US economy

Macro Afternoon

July 11, 2025 - 15:30 -- Admin

More bullying from the Trump regime as it hits former ally Canada with blanket 35% tariffs in its latest letter “diplomacy” that briefly saw the Loonie sell off sharply and rattle some Asian share markets before some stability prevailed. Some more co-ordinated US Treasury selling in the coming days or weeks could enhance the TACO

America’s taxpayer funded jobs boom

July 11, 2025 - 12:00 -- Admin

With the release of the latest U.S. employment figures last week, a still relatively robust American labour market in aggregate was revealed. In the minutes and hours that followed, analysts began to put together the pieces as to why it had remained so strong: non-market job creation. For those perhaps not familiar with the term,

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