Iron ore spot is hovering around $97 as it chases relentlessly weak rebar futures lower. This is much weaker than I expected ...
The ANZ is getting dovish. The November monthly CPI indicator points to downside risk to our and the RBA’s Q4 trimmed mean ...
Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, have a look at a range of different predictions for 2025 and assess their likelihood and effect. Can’t make ...
The news for Australians over Xmas was mixed in reference to energy. Local gas spot prices fell sharply, even though they are ...
After capital city asking rents soared by more than 40% since the pandemic, rental inflation appears to have hit an ...
My basic thesis for a major AI bubble has so far played out well. But, at this stage, we appear either at the peak of such or ...
There is some good news about Chinese property. Last year’s save has put a floor under sales for now. The further west you go ...
DXY is near new highs. AUD is dangling its feet over critical support. CNY looks ready to crash. I see no reason for an oil bounce, but if it comes, it will aid DXY. Dirt is caput. Likewise miners. Xi ...
CBA economist Harry Ottley published the following chart showing the massive disconnect between dwelling approvals and the ...
Australian Prime Minister Anthony Albanese awarded Canadian Prime Minister Justin Trudeau high praise after announcing his ...
The ABC published the following disturbing chart showing the disturbing lack of social and public housing in Victoria. As you ...
The AFR reports that global supply of liquified natural gas (LNG) is expected to ramp up in 2025, which is likely to weigh on ...