Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness. Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman ...

It had to come. The Chinese stimulus is a bust for commodities, most notably iron ore. David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and ...

…“He was told it’s a bad idea”, he said. Australian taxpayers should also be furious because in June, Albanese personally announced that the federal government would spend $100 million to ...

“I don’t know what arrangements they do or don’t have with selling that product into the UK market and what margins they’re expecting to make from that product in that market”, Harker ...

I noted earlier this week how net overseas migration continues to run hot, despite moderating somewhat from last year’s peak. Over the first eight months of 2024, Australia received a record ...

Lots of action on Asian risk markets although stocks remain somewhat mixed after the release of Japanese inflation figures and the start of PBOC stock buybacks. The USD remains strong against the ...

Both are inflationary and strongly DXY positive. Both are also extremely China-negative, as they prevent it from easing further unless it is prepared to let go of the yuan. Which I guess it will ...

Earlier this week, Bragg argued that APRA’s 3% buffer could “create mortgage prisons, where refinancing is impossible”, citing the following example from The Finance Brokers Association of ...

Strategic Property Group managing director Trent Fleskens warned that it is highly unlikely that the Albanese government’s housing targets would be met, meaning that Australia’s structural ...

Markets are repricing across the spectrum for a Trump win but not analogue bitcoin when it is arguably one the most vulnerable. UBS has more. 1. Gold’s recent performance has largely been driven ...

Why is China having so much trouble fixing its housing market? After all, it is centrally planned. It should be able to bail out what needs bailing out. As well, housing bubble overbuilds happened ...

The long expected cut from the ECB transpire overnight without much fuss, giving European shares a leg up but Wall Street struggled to rebound as the latest retail sales numbers outperformed.