Blogotariat

Should you invest now or wait for stock markets to settle? This is the number one question on every investor’s lips. The answer: It depends what kind of investor you are. Risk profiles and calculations can give you an indication of risk tolerance. But it is not until you get a decent market downturn that

The post Don’t be this investor appeared first on MacroBusiness.

You can’t stop the bond music as we see seismic shifts in global trade and risk markets with the pressure on US Treasuries building further even as the Trump regime tries to backtrack its kindergarten level economic stupidity, while the Chinese, EU and Canada deftly move the chess pieces around the table. The USD is

The post Macro Afternoon appeared first on MacroBusiness.

Essential Energy COO Luke Jenner on a big leap forward for V2G, courtesy of an electric ute. Plus: LNP blows up renewables target as a coal plant blows up on them, and other news.

More than 50 regional community projects will share in $60 million in grant funding awarded to communities in the Central-West Orana Renewable Energy Zone (REZ).

This week saw the Reserve Bank of New Zealand cut the official cash rate (OCR) by 0.25% to 3.50%, as widely expected. The reduction means the OCR has now fallen by 2.0% from its peak of 5.50%. Curiously, the Reserve Bank’s commentary attached to its decision was not as dovish as expected. “Most members” saw

The post Reserve Bank to cut ‘harder and deeper’ appeared first on MacroBusiness.

On Wednesday, the Australian Greens announced that the abolition of negative gearing and the capital gains tax (CGT) discount will be a priority in a minority government. The Greens’ policy is as follows. Grandfather negative gearing and the 50% CGT discount to one investment property. Any properties purchased after the policy commences, or the second

The post The Greens’ housing policy is unworkable appeared first on MacroBusiness.

It is hard to believe that the Dutton-led Coalition now faces the prospect of losing seats at the upcoming federal election. The combination of Donald Trump’s trade war and policy own-goals like promising to ban working from home (since revoked) has sent Coalition support plummeting. The latest YouGov poll shows that Labor now leads the

The post Coalition voter support collapses appeared first on MacroBusiness.

Zero emissions gentailer Zen Energy seals three-way deal to power the east coast operations of industrial gas giant with energy from Australia's biggest solar farm.

Ukraine’s commander-in-chief, Aleksandr Syrsky, has said Kiev must mobilize 30,000 soldiers every month to sustain resistance against the Russian army. He also highlighted the growing disparity between the military capabilities of the two countries.

This is not what a central bank governor should say as the world falls apart. Inevitably, there will be a period of uncertainty and adjustment as countries respond to the ongoing tariff announcements by the United States administration. It will take some time to see how all of this plays out and the added unpredictability

The post Bullock is a ditherer appeared first on MacroBusiness.

10:00 – Hello and welcome. I’m going to be using this live blog to cover the declaration of nominations today.

At midday local time in each part of Australia, ballot draws will be conducted for the House of Representatives and the Senate. Nominations closed yesterday, but we don’t yet know who made the final cut. At the declaration, those names will be announced, each candidate will have a ball assigned to them in a lottery device, and then those balls will be drawn out.

The Market Ear on historical movements in safe havens. Safe? US 30 year closing at another new recent high…and the dollar moving in the totally opposite direction. Big stuff going on under the surface. How safe is safe? Refinitiv VXTLT “Unstoppable”…and possibly even more important watching the VXTLT than the VIX at the moment. Refinitiv

The post Safe havens torn apart appeared first on MacroBusiness.