An overbought AUD retraced: Oil and gold to the moon! Dragging up metals: Miners have held the gains: EM faded: Junk pulled ...

With China closed, iron ore is flopping around like a fish out of water in Singapore futures: One dynamic worth mentioning is the shift in Chinese futures. Steel (and iron ore shorts, including me) ...

Very, very early days but some data from Goldman. New homes sales volume on average was +126% wow, and down 1% yoy with ...

The Albanese government’s target of building 1.2 million homes over five years depends on constructing large volumes of high-rise apartments in established suburbs. On Tuesday, the Australian Bureau ...

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

The National Bank of Canada has released stunning data showing the extent to which government spending is holding up Canada’s ...

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 ...

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 ...

House Price Index (HPI) reported a 16.7% decline nationwide from the market peak in 2021. This has brought real ...

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 ...

CoreLogic’s September housing market report shows that the national rental index increased by only 0.1% over the September quarter, the smallest change over a rolling three-month period in four years.

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 ...