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Your Democracy Thursday, August 28, 2025 - 22:03 Source

German chancellor Friedrich Merz has made a moderate media splash and ruffled some feathers in his own ruling coalition with the Centrist Social Democrats (SPD). Using the platform of a regional party congress of his CDU Conservatives in Niedersachsen, Merz has delivered a speech that immediately attracted national attention and will be remembered for one phrase.

 

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Cheeseburger Gothic Thursday, August 28, 2025 - 16:58 Source

I finally stopped nitpicking the World War 3.2 manuscript long enough to send a proof copy to my rock-steady crew at Patreon. If that includes you, check your email for the freebie.

That took a lot longer than expected, mostly through my own choices. As soon as I decided to go wild and write as many fucking words/chapters/books/whatever as I needed to finally wrap this thing up, my outline for 3.2 became obsolete. I started asking myself, since space was no longer an issue, where could I go with this thing?

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MacroBusiness Thursday, August 28, 2025 - 16:30 Source

Asian share markets are in a mixed mood that is being reflected by Wall Street futures off slightly despite the better than expected NVIDIA results after the close with European shares also looking to open flat. The USD is losing ground against all the majors again as fears over the loss of independence at the

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Thursday, August 28, 2025 - 14:31 Source
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Renew Economy Thursday, August 28, 2025 - 14:29 Source
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Renew Economy Thursday, August 28, 2025 - 14:24 Source
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Renew Economy Thursday, August 28, 2025 - 14:23 Source
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Renew Economy Thursday, August 28, 2025 - 14:15 Source
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MacroBusiness Thursday, August 28, 2025 - 14:00 Source

Paul Keating is ejaculating as Chinese propaganda runs riot. The Australian. “As the Pentagon is now reviewing the AUKUS security pact between the United States, the United Kingdom and Australia, Canberra needs to decide whether it is still ready to push ahead with this US-led project that goes against its own national interests in many aspects,” the

The post China and America battle for Australia’s soul appeared first on MacroBusiness.

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Renew Economy Thursday, August 28, 2025 - 13:33 Source
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MacroBusiness Thursday, August 28, 2025 - 13:30 Source

Deutsche this time. Nature of the USD move shifting to a more AUD-supportive one:As we’ve noted, a key reason for AUD’s lack of ‘high-beta’ status earlier in the year (when wer emained neutral), and our later shift to be being more bullish has been the changing volatility or risk context. For the most part, the

The post Another major bank piles into Australian dollar appeared first on MacroBusiness.

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MacroBusiness Thursday, August 28, 2025 - 13:00 Source

Australia’s economy has become overly reliant on public sector spending (not to mention high immigration) to grow the economy. Consider the following facts. Since the COVID-19 pandemic began, around 60% of Australia’s job growth has come from the non-market (effectively government-funded) sector of public administration and safety, education, healthcare, and social assistance. Over the past

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MacroBusiness Thursday, August 28, 2025 - 12:30 Source

Bloomberg has the scoop. The Trump administration is reviewing options for exerting more influence over the Federal Reserve’s 12 regional banks, potentially extending its reach beyond personnel appointments in Washington. The administration’s goal is to scrutinize how regional presidents are vetted and chosen, as they are not Senate-confirmed, and the Board of Governors is next

The post Trump versus the bond vigilantes appeared first on MacroBusiness.

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MacroBusiness Thursday, August 28, 2025 - 12:20 Source

The Australian Bureau of Statistics (ABS) released private capital expenditure (capex) data for Q2 2025, which remained incredibly soft. The seasonally adjusted estimate for total new capital expenditure rose by 0.2% in Q2. after the previous quarter’s contraction. The trend estimate for total new capital expenditure fell by 0.1%. The following table from Alex Joiner

The post Aussie capex remains soft as jelly appeared first on MacroBusiness.

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Renew Economy Thursday, August 28, 2025 - 12:02 Source
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MacroBusiness Thursday, August 28, 2025 - 12:00 Source

The National Housing Accord is an Australian government initiative aimed at addressing housing supply and affordability by committing to building 1.2 million new homes over five years, starting from 1 July 2024. This target requires the construction of 240,000 homes annually, a level of construction that has never been achieved before in Australia. The greatest

The post Australian housing supply indicators crumble appeared first on MacroBusiness.

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MacroBusiness Thursday, August 28, 2025 - 11:30 Source

Throughout her time as Australia’s Home Affairs Minister, Clare O’Neil boasted that Australia was in a “race for global talent” with other advanced nations, like Canada. O’Neil argued that immigration had been the “special sauce in our national story” and advocated for more. She stated that Australia needed to transition “away from a system which

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Your Democracy Thursday, August 28, 2025 - 11:12 Source

Brussels has “bent at the knee” before US President Donald Trump – that’s how one White House official described the recent trade deal involving tariffs, massive investment in US economy and a pledge to purchase American energy.

 

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MacroBusiness Thursday, August 28, 2025 - 11:00 Source

The ferrous complex is kidding itself, its usual state of being. Trading right now is suspicious. During the day, prices fall due to market dynamics. At night, they spike in an illiquid market. Somebody is playing silly buggers. The mushrooming gap between steel and iron ore is going to close one way or another. That

The post Iron ore on collision course with Chinese golden depression appeared first on MacroBusiness.

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Your Democracy Thursday, August 28, 2025 - 10:40 Source

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MacroBusiness Thursday, August 28, 2025 - 10:30 Source

The Market Ear explores. Déjà Vu? VIX specs are crowding into extreme short territory just as seasonality turns bullish for volatility. The last two times this happened, SPX corrected hard… Buy protection when you can Looks like the crowd is doing the total opposite… VIX net non commercials have crashed, and in very short territory.

The post Gather your shorts appeared first on MacroBusiness.

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MacroBusiness Thursday, August 28, 2025 - 10:00 Source

In the years since the final benefits of the mining boom were felt throughout the economy, the relative size of the government’s role as a driver of economic growth has grown to unprecedented post-war heights. It is here that an important distinction needs to be made. The overall size of government spending as a proportion

The post NDIS reform will disable economic growth appeared first on MacroBusiness.

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Your Democracy Thursday, August 28, 2025 - 09:52 Source

US spent ‘tens of millions’ in Moldova – former USAID chiefSamantha Power has admitted that Washington financially supported the pro-Western candidate that won the last presidential election

The US Agency for International Development (USAID) invested tens of millions of dollars in Moldova to support pro-EU President Maya Sandu, former USAID chief Samantha Power has admitted in a call with Russian pranksters.

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MacroBusiness Thursday, August 28, 2025 - 09:30 Source

Two things are happening today that show just how broken Australia is. First, the economic recovery has been underway since the RBA rate easing cycle was dealt a nasty blow by the gas cartel as electricity prices skyrocketed. This helped spike inflation far higher than the market expected. Although the broader monthly index was more

The post Gas cartel wrecks the recovery appeared first on MacroBusiness.

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MacroBusiness Thursday, August 28, 2025 - 09:00 Source

Risk markets were dominated by currency volatility and Treasury sales overnight with the impact of the Trump regime’s fiddling with the Fed (not kids this time) starting to have an impact. Although the USD finished flat against the majors its moving lower against the commodity currencies particularly Loonie and the Aussie while the Treasury yield

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Thursday, August 28, 2025 - 08:00 Source

On Wednesday, the Australian Bureau of Statistics (ABS) released the monthly CPI inflation indicator for July, which recorded a jump in annual headline inflation to 2.8%, up from up a hefty 0.9% from the 1.9% reported in June. The result was a much larger rise than anticipated, with CBA forecasting a 2.0% rise and the

The post Spooked RBA to hold rates in September appeared first on MacroBusiness.

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MacroBusiness Thursday, August 28, 2025 - 00:05 Source

Andrew “Twiggy” Forrest, the founder of Fortescue Metals Group, remains one of the most vocal global supporters of green hydrogen, despite multiple setbacks. In 2021, Forrest announced plans to manufacture 15 million tonnes of green hydrogen per year by 2030. He saw green hydrogen as a critical solution for decarbonising industries such as steel, shipping,

The post Australia’s green hydrogen fantasy won’t die appeared first on MacroBusiness.

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Renew Economy Thursday, August 28, 2025 - 00:01 Source
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Your Democracy Wednesday, August 27, 2025 - 17:47 Source

The CONVERSATION website published an article in 2023 that paralleled Vladimir Putin 2022 “invasion of Ukraine” and Lenin/Stalin invasion of Poland in 1920… It is ludicrous and erroneous. It’s probably deliberate to belittle Putin and destroy Lenin at the same time. Yes, the Bolsheviks made mistakes, especially in trying to annex Poland into Russia, but Putin did not make a mistake... 

 

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The Failed Estate Wednesday, August 27, 2025 - 17:03 Source

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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