Blogotariat

Oz Blog News Commentary

Articles from MacroBusiness

Macro Afternoon

July 10, 2025 - 16:00 -- Admin

Most Asian share markets are mixed despite a solid lead from Wall Street overnight, with local stocks taking back their recent losses despite the constant bullying from the Trump regime’s tariffs on pharmaceuticals. There’s more tariff announcements and letter printing on the way, but of course we still await the TACO trade. Oil markets are

Iron ore enters the dragon’s den

July 10, 2025 - 13:00 -- Admin

Ferrous markets are hoping against hope! Nomura has a great assessment of the Chinese economy. It seems like “déjà vu all over again” for China’s economy. During the past few years, we have observed first halves associated with optimistic expectations for a sustained stock market boom, a decent growth recovery, an end to the property

International students make fake growth

July 10, 2025 - 12:30 -- Admin

Since the international borders reopened following the pandemic, a sizable proportion of Australia’s growth has stemmed from two sources: exports and government spending. Given the impact of the war in Ukraine on commodity prices, it’s self-evident that exports would play a major role in the growth of the economy. But there is a surprising factor

MB Fund Podcast: Are Driverless Cars Finally Ready?

July 10, 2025 - 12:05 -- Admin

Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week. Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen look at the big picture for driverless cars and what they mean for investors. Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.

How much inflation follows tariffs?

July 10, 2025 - 11:30 -- Admin

Goldman with the note. Price data through May provide preliminary evidence on how tariff costs are being divided among foreign exporters, US businesses, and US consumers. Foreign exporters might absorb some of the costs by lowering their export prices to the US, which would show up as lower US import prices. Although aggregate US import

Bad news is good news again. Or is it?

July 10, 2025 - 10:30 -- Admin

The Market Ear with more. Negative asymmetry for equities near-term Goldman’s macro strategists are not buying the summer melt-up thesis and are sounding more cautious than in a while. “We are tactically neutral in our asset allocation (OW cash, N equities/credit/bonds, UW commodities). We still expect a worsening growth/inflation mix in 2H and elevated risk

Pages