AUD is putting in a series of candles: North Asia is fading: Oil held on as the Levant burns: Metals flamed out: Miners ...

Newspoll with the analysis. Labor’s primary vote has fallen to 30 per cent in NSW, marking a historical low with a swing against the Albanese government potentially enough to cost it three to four ...

With the federal election due by May 2025, all polling suggests that we are headed for a hung parliament. Roy Morgan believes that the result would be “too close to call.” Preferences would determine ...

The Albanese government delivered a second consecutive budget surplus, as illustrated below by Justin Fabo at Antipodean Macro: The underlying cash budget balance recorded a surplus of $15.8 billion ...

The Reserve Bank of Australia (RBA) released its half-yearly Financial Stability Review (FSR), which noted that around one-in-20 Australian borrowers have a cashflow shortfall: “In addition to cutting ...

The Australian Bureau of Statistics (ABS) has released retail sales data for August, which jumped by a strong 0.7% over the month to be 3.1% higher year-on-year: The result smashed economists’ ...

SHFE and SGX were outright hysterical yesterday but the latter flamed out overnight: There’s no improvement in steel mill margins here: However, there was improvement in the Steel PMI: Don’t ask me if ...

You won’t see another short squeeze this violent for a very long time. The Market Ear. Beyond parabolic The CSI 300 is up some 27% from recent lows. We have a hard time remembering when an index went ...

These were from yesterday. In its regular meeting today (29 September) chaired by Premier Li Qiang, the State Council focused on the implementation of “launching a basket of incremental easing ...

Since MB drove BREE, the old and inept Australian government commodity forecaster, out of business, the Office of the Chief Economist took over the job and has done much better. BREE was always far ...

The Productivity Commission with the report. A year has passed since the ‘COVID-19 productivity bubble’ and Australian productivity growth appears to have reverted to the same stagnant pattern as ...

Westpac with the note. The Westpac Card Tracker Index* has been relatively steady through September, holding at 135.4 in the latest week ended September 21. The data continues to point to a lacklustre ...