Blogotariat

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked through what worked in 2025, what didn’t and where we are opening 2026. View the presentation slides 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 Macrobusiness Fund, which is

The post MB Fund Podcast: FY2025 In Review appeared first on MacroBusiness.

Pressure is building on the AEMC to reign in accelerated depreciation requests by gas networks to cover the cost of future stranded assets.

In the nation’s collective consciousness, there is the narrative that there is a city experiencing a nation-beating exodus, where outflows of its residents are on the road to being biblical in their scale. That city is Melbourne. In the years since the pandemic began, the perception of the bayside city has changed dramatically, from one

The post Aussies exodus explodes from one city appeared first on MacroBusiness.

This is going to be a great short. I’m looking to get set on either side of the coming round of July Politburo meetings. The Chinese economy is far worse than anybody is talking about. It’s not growing at 5%, or at all, quite possibly. Steel production is on track to be down by its

The post Iron ore zombie searches for brains appeared first on MacroBusiness.

The Market Ear with the charts. Buy the dip BTD has been very strong in 2025. As we have been outlining for weeks, this still has a lot of 2020 flavor to it. BofA LSEG Workspace Gross Grossing up… GS Short suckers Market is “sucking shorts” out of the market. This is a longer term

The post BTFD, again, and again appeared first on MacroBusiness.

DXY held its ground last night. So did AUD. Lead boots are marching on. Oil had a little pop going into OPEC. Another copper bubble is here. Big miners ripped within the monster bear. EM yawn. Junk yawn. The curve flattened on bad data. Stocks only go up. ADP was our before tomorrow’s BLS and

The post Australian dollar baulks at US recession appeared first on MacroBusiness.

Last night saw the release of the latest US private jobs data which shocked with only a 33K increase over an expected 100K plus, which puts tonight’s NFP print into clear perspective and shows the employment market may not be as robust as Fed Chair Powell thinks. Wall Street ignored the print and focused on

The post Macro Morning appeared first on MacroBusiness.

Germany will send navy ships to patrol Arctic waters in response to Russia’s growing military presence in the region, Defense Minister Boris Pistorius announced on Monday. Russia has insisted that it is mirroring NATO moves in the far north to maintain balance.

NATO Secretary General Mark Rutte mentioning Jesus Christ when talking about Russian Foreign Minister Sergey Lavrov means that Moscow’s top diplomat is doing good job, ministry spokeswoman Maria Zakharova has said.

I bumped into something very strange last night. I was mucking around on Youtube watching a couple of very recent episodes of ‘8 out of 10 cats does countdown’ which I believe is one of the funniest shows on television. While there a couple of videos popped up in the list at the side of the video being played. They included Americans watching the video and listening to the Redgum song ‘I was only Nineteen’1 which is a song written by John Schumann2, and was based on the story of a relative of Schumann’s who served in Vietnam.

As exciting as a new book release might be, it’s not as exciting as hitting a new 1RM in my deadlift, which I just did.

160kgs.

Now, Imma have a big steak.

US-based robotics company gets Australian funding to test outs its ability to slash costs installing thousands of PV panels at large scale solar farms.

Construction of a new four hour battery energy storage system will soon get underway in south west WA, after the project reached financial close this week.