The 2026 Intergenerational Report, released last month, forecasts that the federal budget will remain in deficit for the next 40 years, with tax receipts falling short of expenditure. A major headwind ...

If you are sceptical about Australia’s energy transition, which I am less so than LVO, these charts will really piss you off. The following data uses EDGAR, the EU carbon tracker, World Bank and ...

According to the Real Estate Institute of New Zealand’s (REINZ) leading house price index, which is used by the Reserve Bank, home prices nationally have collapsed back to late 2017 levels in real ter ...

Iron ore is crashing. Except it isn’t. The freight premium is coming out. C5 has dropped $6 from the peak in the last few weeks. Adjusted for normal freight costs, CFR is roughly stable around $87.

Treasurer “Spin” Jim Chalmers defended the federal government’s inflation record ahead of Tuesday’s 0.25% rate hike from the Reserve Bank of Australia (RBA). Chalmers insisted at a press conference ...

TME with the update on market positioning. The upside pain trade Markets have spent weeks preparing for more pain. Positioning has been slashed, policy pessimism is near a 30-year extreme, tech is ...

War headlines today. Houthis bomb Riyadh refinery. Iran bombs three tankers over weekend. US bullies Europe into release of 100mb of inventory. China stops product exports. Windward total oil transits ...

Like clockwork with the release of each of month’s inflation data from the ABS, there is a social media post from Treasurer Jim Chalmers talking up how either the success in fighting inflation is down ...