The Coalition has announced its long-awaited migration policy, which you can read in full via this link. The key points are that the Coalition has promised to cut net overseas migration (NOM) to ...
Last week’s 25 bp interest rate hike from the Reserve Bank has dealt a hammer blow to consumer sentiment. Westpac’s monthly consumer sentiment survey fell 4.7% to 80.4, with responses during the ...
Federal Treasurer Jim Chalmers has dashed hopes of any new cost-of-living relief, warning that his Government is about to be hit with billions of dollars in extra costs to service its debt. “You will ...
Anthropic is concerned. Frontier AI giant Anthropic has declared that artificial intelligence poses an “industrial-scale threat’’ to Australia and could reduce “demand for human work’’. As a ...
DXY is refusing to push higer on the tumbling EUR. AUD has found a bottom for now. Gold is irked by yields. Given Yanbu shut today, oil is notably weak. Metals bounced. Miners too. EM stocks suddenly ...
War headlines today. Houthis close Taiz bulge, lose Mocha. Houthis bomb Yanbu pipeline again and another refinery. Houthis bomb tanker in Bab al-Mandeb. Iran/US talks continue. Brent dropped 2% anyway ...
When the United States and Israel kicked off the ongoing war in the Persian Gulf back in February, it set off a chain of events that will continue to echo around the world long after the conflict has ...
According to The Australian’s Mackenzie Scott, more than 102,000 Australians have used the federal government’s 5% first-home buyer (FHB) deposit scheme since it was expanded on 1 October 2025.
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.