China’s January/February growth numbers were out yesterday and showed some broad strength. Industrial production growth increased to 6.3% yoy in January-February from 5.2% yoy in December due to ...

The Albanese government’s expanded 5% deposit scheme for first-home buyers came into effect on October 1, 2025, and had an immediate impact on the mortgage market. According to the Australian Bureau ...

Gulf carnage is spreading fast. Fuel product prices have surged as global energy markets tighten, with some refined products nearly tripling in price. Due to a particularly limited supply, distillates ...

I wrote yesterday that the RBA must not hike today. There is a good example of a central bank that found itself in a similar position in 2008. Michael Hartnett at BofA notes that trom August 2007 to ...

Imagine, for a moment, a very different Australia. One where the nation has had nothing but competent governance for decades, all conducted in the national interest, with strong bipartisan support for ...

Richard Denniss, co‑Chief Executive Officer of The Australia Institute, published an article dismissing the claim that Australia is suffering from a housing shortage. Denniss claims that “Australia ...

Last week, I presented detailed data on how the sharp reduction in net overseas migration (NOM) in Canada, which turned ...

Chinese property is OK post-LNY but the year has started poorly. The secondary market is still awash. EV sales have dropped post-incentives. But watch this space. If there is one winner globally from ...

Australia’s largest real estate group, Ray White, has issued a stern warning that proposed changes to negative gearing and the capital gains tax (CGT) discount would trigger a major shock to the ...

As the world continues to assess the impact and implications of a protracted closure of the Strait of Hormuz amid the ongoing war in the Middle East, Australia is facing major challenges to its fuel ...

The American Madman raised the prospect of talks to resolve a dispute that has disrupted oil markets and nearly stopped shipping in the vital Strait of Hormuz. “Iran wants to make a deal, and I don’t ...

While everyone knows about the risks of oil and refined fuels, there is much more coming from the Persian Gulf than just those. Morgan Stanley helps us summarise where the shortages will be in due ...