Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since 2021 at GS PB Current macro ...
Via the ABS comes Construction Work. Seasonally adjusted work done rose 3.3%. Seasonally adjusted work done for the private ...
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing CNY concrete boots. Oil is a problem for ...
By Stephen Saunders Regardless of the 2025 election, voters will get a duopoly dinner: environmental and energy sellout, ...
Via the Department of Blah. In seasonally adjusted terms, job advertisements decreased by 2.5% (or 5,400 job advertisements) ...
Tis rather a big release for the Trump agenda versus markets. Goldman has more. We expect a 0.25% increase in December core ...
Peter Zeihan nicely sums up Donald Trump’s plans to expand the empire.
I would have thought it was obvious. His government has done everything in its power to destroy working people’s living ...
Basically, nobody can afford to pay more. CoreLogic with the report. National rent values rose 0.4% in the December quarter, ...
RBC is the most bearish LNG price forecaster I can find but that isn’t going to help Australia. Looking ahead, as we detailed ...
The first battle between bond vigilantes and King Trump has gone to the former. Members of President-elect Donald Trump’s ...
DXY took a breather last night. AUD reversed. CNY is hanging on. Oil fell. Base metals meh. Miners rose on a Pilbara cyclone.