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The post Macro Afternoon: 12 May 2025 appeared first on MacroBusiness.

Solar and battery storage feature heavily in second round of "energy resilience" funding, as Victorian network seeks to bolster vulnerable parts of the grid.

Bowen retained as climate and energy minister, Murray Watt gets environment and Tanya Plibersek moved to social services.

The cottagecore, romantic path to starvation and environmental breakdown.

By George Monbiot, published in the Guardian 7th May 2025

Goldman with the note. Our Thoughts on USD, CNY, USD/Asia, JPY, GBP, CHF, RON & Globa Asset Reallocation USD: Smile, big and wide. There are two themes running through macromarkets. First, and a bit more structurally, investors are conscious that the resilience in hard data thus far is not surprising, but still believe it will

The post Australian dollar rocket turns fake appeared first on MacroBusiness.

Here it is. Australia’s Magnificent One. Considered by the market to have better growth prospects than Apple, Alphabet and NVIDIA, and fast catching Microsoft. The CBA’s spectacular rise as the Maginficant One is out of step with its sector. And has no basis in its operational performance. My best guess is the CBA is enjoying

The post The Magnificent One appeared first on MacroBusiness.

Australian households have suffered one of the largest declines in real disposable incomes in the developed world. The Q4 2024 national accounts from the Australian Bureau of Statistics (ABS) showed that real per capita household disposable income had declined by around 8% from its mid-2022 peak, the sharpest decline on record. The ABS released its

The post What’s behind the surge in cost of living? appeared first on MacroBusiness.

The Market Ear on the rally. Mind the gap between the bearish flow and the price Hedge fund bearishness continued this past week with about 1z net selling across regions. HF net leverage also remains quite low – at 2nd %-tile on 12m basis for Eq L/S funds and 30th %-tile on 5yr basis for them.

The post Does the market have Trump derangement syndrome? appeared first on MacroBusiness.

Remember, gas often sets the price of electricity in the wholesale market, so this debate is immense. The Australian. A sweeping review of Australia’s east coast gas market slated to begin in mid-2025 is shaping up as the economy’s last realistic chance to avert a looming energy crisis that industry leaders say could have widespread

The post Use Dutton’s gas policy and rule forever appeared first on MacroBusiness.

French President Emmanuel Macron, saying goodbye to the head of the Kiev regime Vladimir Zelensky in In Kyiv, where he took part in a meeting of the "coalition of the willing", kissed him on the cheek.

The corresponding video was published by the telegram channel of the publication "Strana".

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John Mearsheimer: Coalition of the Willing Have NO ANSWERS / Ukraine Paying the Price

The speaker criticizes ongoing Western military support for Ukraine, arguing that it prolongs the war without clear strategic goals or realistic assessments. Key points include:

The U.S. and Europe are providing large aid packages (e.g., $350 million for F-16s, $50 million in military aid), but this is seen as "feeding the monster" rather than solving the conflict.

Australia’s Labor government was returned to office at last Saturday’s federal election in a landslide win.

Labor now holds 90 seats in the House of Representatives to the opposition’s 40, inflicting a devastating defeat on the conservatives. The opposition leader, Peter Dutton, a keen admirer of Donald Trump, lost his seat.