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Usually, you want to buy a commodity when it is cheap and its producer is expensive. This is because low prices curb supply in commodities relatively quickly, so high mining valuations are usually a ...
If there is one thing that MAGA hates, it’s neocons. Those fanciful folk who thought they could lead the world to US nirvana ...
Some nice new charts from IEEFA on the great gas gouge. It’s China that’s sucking the life out of the East Coast economy. Of ...
Harry Ottley, economist at CBA, has written an excellent report on the Q1 2025 Labour Account from the Australian Bureau of ...
The Market Ear on rising stress. You know things are stressed in geopolitics… …when the latest VIX pop looks tiny compared to ...
Westpac with the note. The six-month annualised growth rate in the Westpac– Melbourne Institute Leading Index, which indicates the likely pace of economic activity relative to trend three to nine ...
The ~$95 support line gave way yesterday. Goldman has more. Steel: The lingering and hindering steel production cut ...
Westpac’s latest consumer sentiment survey suggested that Australians have turned bullish on housing. As illustrated below by ...
DXY is stirring as Trump turns neocon. AUD slumped on WWIII. Lead boots are rock solid. Oil is still not overly worried.
The past month has exposed the fallacy of the Albanese government’s target to build 1.2 million homes over five years, which ...
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