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Albo’s and Trump’s trillion dollar commitment

October 24, 2025 - 11:30 -- Admin

When the Trump administration and Albanese government inked a deal for the U.S. and Australian governments to invest $4.6 billion ($3 billion USD) in critical minerals projects across Australia, the announcement came with something of an added bonus for the U.S. shortly after: a claimed commitment that Australian superannuation funds would invest “almost $1 trillion”

Aussie flash PMI stuck in a jobs rut

October 24, 2025 - 10:30 -- Admin

The pent-up demand boost is gone, but there’s modest growth. Flash Australia Composite PMI Output Index: 52.6 Index, sa, >50 = growth m/m % qr/qr (Sep: 52.4) Flash Australia Services PMI Business Activity Index: 53.1 (Sep: 52.4) Flash Australia Manufacturing PMI: 49.7 (Sep: 51.4) Flash Australia Manufacturing PMI Output Index: 49.7 (Sep: 52.4) “While it

And now for an oil shock?

October 24, 2025 - 09:30 -- Admin

There is one thing that would put a serious cat amongst the pigeons for today’s gold and tech blowoff rallies, and that is an oil shock. A rising DXY chasing climbing real interest rates and inflation is a perfect storm for duration and gold. The news, then, is unsettling for bulls. U.S. President Donald Trump

Macro Morning

October 24, 2025 - 09:00 -- Admin

A probable meeting between Xi and Trump next week gave some stability to markets over macro concerns that have outweighed earnings release on Wall Street, which rallied alongside European stocks overnight. Oil prices headed higher on more Ruzzian refinery setbacks and likely sanctions while the USD moved slightly lower against most of the majors except

Reality crashes down on renewable energy fantasies

October 24, 2025 - 00:05 -- Admin

Last month, the Albanese government unveiled Labor’s 2035 climate targets, which promise to reduce emissions by more than 62% and up to 70%. Meeting the target and then hitting net zero emissions by 2050 would require Australia to transform its energy system completely and would require an extraordinary amount of investment in new electricity generation,

Macro Afternoon

October 23, 2025 - 16:30 -- Admin

Asian share markets are facing mixed sentiment throughout the region with a squeeze on Ruzzian oil due to sanctions helping the sweet crude market while Japanese politics are seeing a selloff in Yen and in stocks. Currency markets are seeing some strength return to the USD which has been taking back its recent lost ground

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