Out of all nations on earth, Canada is arguably the most similar to Australia. Both nations are resource-rich, hosting ...

Bloomberg sees an endless Chinese property crash. Developer China South City Holdings Ltd. was ordered to liquidate by Hong ...

DXY is back! AUD is not. Lead boots plod on. Gold bashed. Metals too. Big bear intact. EM shaky. Junk fine. The curve ...

The mind control underway in the Australian government today is something to behold. I have repeatedly drawn attention to the RBA’s systematic erasure of the word “immigration,” which has completely ...

The Market Ear on the great AI inflation. “Lagom” – not too hot, not too cold Here’s the must-see flow & positioning data from the weekend — a continuation of the “Lagom” theme: not too hot, not too ...

The ferrous complex continues typical seasonal trading. This is all rather silly. Bloomberg. Iron ore gained after a Chinese consultancy said several steel mills had been told by authorities they will ...

It has been said that the construction cycle is the economic cycle, we explore today if that still remains the case in the age of AI.

Melbourne’s housing market has experienced a long period of price stagnation compared with the other major capital cities. According to PropTrack, Melbourne’s median dwelling values rose by only 19.2% ...

New Zealand’s economy continues to struggle. The nation’s labour market has seen unemployment and underutilisation rates soar to near-decade highs outside of the pandemic. New New Zealand has lost ...

America is well prepared for the AI shock that is underway in its entry-level positions. It has sensibly reduced immigration to zero, ensuring that local youth are not competing with cheap foreign ...

ANZ has a funny cash rate analysis today. It has been, and remains, one of the most hawkish forecasters. We expect a 25bp ...

In most places, debate ultimately yields change. Not in Australia. Here we have fake debate and feasting vested interests.