Articles
DXY is back. AUD is tariffied. Auld lead boots is the big question as the [...]
Over the past decade, the number of cafes nationwide has reached an unsustainable level, and [...]
There really is not much more Tony Wood of the Grattan Institute can do to [...]
Webinars
NVIDIA took a tumble this week as DeepSeek fears overran the market. In this [...]
I’m assuming most readers are at least somewhat aware of DeepSeek over the past week, [...]
Interest rates and house prices lower together? Wouldn’t that rock the foundations of Aussie entitlement? [...]
Here it is. Over the past two years, the Biden administration struck a careful balance [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
For 13 years, this website has tracked the decline and fall of Australian policymaking. We [...]
A couple of notes from BCA make some good points about the prospects for Chinese [...]
Albert Edwards at Societe General is always worth reading. US growth expectations have crashed in [...]
While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues [...]
Yesterday, RBA Governor Bullock restated last month’s interest rate guidance in ongoing evidence to Australia’s [...]
FTAlphaville has ripping post on AI. A popular view of generative AI is that it’s [...]
