Blogotariat

In this week’s podcast, we are unpacking the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect.     Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.   Damien Klassen is Chief Investment Officer at

The post MB Fund Podcast: The Economics of Data Centres appeared first on MacroBusiness.

China surprises with its first ever pledge to cut emissions. But analysts say it needs to do more to be in line with 1.5C, despite its stunning target of 3,600 TW of wind

Neither politicians nor supporters of a Big Australia immigration policy acknowledge the significance of water. Several reports have warned that Australia will face chronic water shortages and rising water prices as its population grows by millions, due to persistently high immigration. Infrastructure Australia’s 2017 modelling predicted that household water bills would quadruple over 50 years

New research reveals anti-renewables movements are highly organised in the regions and misinformation on the energy transition is "rife".

Despite multiple setbacks, Andrew “Twiggy” Forrest, founder of Fortescue Metals Group, has remained one of the world’s most prominent champions of green hydrogen. In 2021, Forrest unveiled plans to produce 15 million tonnes of green hydrogen annually by 2030. Forrest recognised green hydrogen as a vital answer for decarbonising industries like steel, shipping, and heavy

The post Twiggy’s green hydrogen fantasy evaporates appeared first on MacroBusiness.

From the Market Ear: Can’t put a good man down SPX has gone 107 sessions without posting a drop of at least 2%…its longest streak since July 2024. NASDAQ technicals NASDAQ remains trading inside the trend channel that has been in place since May. Note we never even tried the upper part of the channel

The post The roaring bull market appeared first on MacroBusiness.

Battery electric vehicles (BEVs) receive significant subsidies in Australia. The federal government loses more than $500 million in tax revenue each year as a result of the Fringe Benefits Tax (FBT) exemption for BEVs. This figure is expected to rise as the number of BEVs on the road increases. Under the FBT exemption, someone leasing

The post If EVs are superior, why do they need subsidies? appeared first on MacroBusiness.

Western praise of Ukraine’s Vladimir Zelensky encouraged overconfidence and increasingly authoritarian behavior in Kiev, The Economist argued in a piece published on Tuesday.

In a “report card” assessing Ukraine’s deepening problems as its conflict with Russia drags on, the British magazine highlighted manpower shortages, a mounting budget deficit, and what it described as a growing loss of government legitimacy.

Pier, Queenscliff Victoria   AUD/USD EUR/USD USD/JPY GBP/USD Gold (by day) WTI (by day)   Brent         Australia 200         US S&P 500   UK 100   Japan 225   Sorry chaps for some reason there are issues with the charts tonight.  Some wouldnt come up at all in

The post Macro Afternoon: 24 September 2025 appeared first on MacroBusiness.

Envision Energy has partnered with ANZ to boost Australia’s clean energy projects, supply chains, and net zero ambitions.

Dating apps post-date my dating life by many decades, so I’ve never paid them much attention. All I really know is that you swipe left or right, and this has become such a big deal it turned into a global meme. (I’m still not sure which is best, left or right.)

The other day, though, I read that one of the big apps—Bumble, which I assume is big because I recognize the name—is offering, or planning to offer, “friendship” matches.

Statistics New Zealand this week released migration data, which showed that only 13,066 net overseas migrants landed in New Zealand in the year to July. This was well below the decade average of 49,000 and more than 120,000 lower than the late 2023 peak. The decline in net overseas migration has been driven by the

The post New Zealand ramps low-skilled migration to juice GDP appeared first on MacroBusiness.

Australia is beginning to resemble George Orwell’s Ministry of Truth from the novel 1984. First, the Albanese government performed a policy-180 and announced that Australians under the age of 16 would be banned from viewing YouTube. Prime Minister Anthony Albanese is seeking to expand Australia’s draconian media restrictions globally at this month’s United Nations General