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MacroBusiness Saturday, June 16, 2018 - 08:02 Source

    All night joint, Frank Andrew, 1946, Art Gallery of NSW I will load more later but I need to run kids around first – G   Global Macro, Markets & Investing Trump announces $50bn in China tariffs, escalating possibility of trade war – Guardian       Americas         Asia

The post Weekend Links 16-17 June, 2018 appeared first on MacroBusiness.

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The Australian Independent Media Network Saturday, June 16, 2018 - 06:39 Source

The 2014 National Commission of Audit decided there were “too many government bodies in Australia” and suggested abolishing, merging or privatising 99 of them. One recommendation was the consolidation of border protection services which ultimately led to the formation of Dutton’s superministry. “A consolidation of Australia’s border services has the potential to generate significant savings…

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The Australian Independent Media Network Saturday, June 16, 2018 - 06:00 Source

Saturday 16 June 2018 Introduction This week ended much like the last: boringly quiet. The big event of course was the meeting of Donald Trump and Kim Jong-un. The Donald added to his personal embellishments of himself by describing himself as brave. He seemed to create the impression that because he now likes the fellow…

The post Day to Day Politics: For a quiet week, there was a lot in it. appeared first on The AIM Network.

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MacroBusiness Saturday, June 16, 2018 - 05:39 Source

May continued to see positive returns across our portfolios,  our Australian fund was up 2% and the rest were up around 1% over the month. These returns came as protectionist trade rows flared and markets belatedly realised that European growth is slowing more sharply than expected – themes that we were relatively well positioned for.

The post MB Fund May Performance appeared first on MacroBusiness.

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The Global Mail - Syndicated Stories Saturday, June 16, 2018 - 01:40 Source

Undoubtedly, sellers are in charge and it’s solely because of this that the cryptocurrency market cap is down $25 billion in the last four days or so. But, this is coming at the expense of other coins because Bitcoin controls […]

The post Weekly Cryptocurrency Price Analysis: Bitcoin, Ethereum, Litecoin, EOS and IOTA appeared first on The Global Mail.

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MacroBusiness Friday, June 15, 2018 - 22:47 Source

Australia Australia – change in 20% deposit for median priced dwelling, major cities 2008-2018     Australian mortgage rates     Australia – Credit impulse and house prices (1)     Australian lending growth and house prices (2)     Housing Finance, Annual Growth – Owner occupiers     Housing Finance, Annual Growth – specufestors

The post Weekend Chartfest 16 – 17 June, 2018 appeared first on MacroBusiness.

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Harrangue Man Friday, June 15, 2018 - 21:07 Source

The former was playing in the shed inside as I rode and the latter was being used across the road.They Might Be Giants won. I stayed riding and was not scared away.Which is good; no one wants a chainsaw massacred legend band.

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Harrangue Man Friday, June 15, 2018 - 19:25 Source

The pinging paid off and now I'm going to fix things that got broken. Going insane was the best thing that ever happened to me; I gained acceptance of self and clarity of purpose. I'm the technocrat equiv of a restored pinball machine; let the games begin. WFTW.

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John Quiggin Friday, June 15, 2018 - 16:32 Source

There’s been another kerfuffle about gender-neutral language. Although it’s mostly anecdotal outrage, the main issue seems to be whether, as is claimed by traditionalists, the masculine third person pronoun should be used in cases where no gender is specified. For example, “If a student writes an essay, he should not be marked down for his choice of pronoun”.

People have had fun with some extreme cases, like “since Man is a mammal, he suckles his young”.  But I think the problem can be posed with much more standard sentences. Let’s take sentences of the general form

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MacroBusiness Friday, June 15, 2018 - 16:30 Source

A mixed end to a big week here in Asia with only Australian stocks putting on a solid bid, although Japanese stocks rallied later in the afternoon as Governor Kuroda was upbeat about Japanese growth prospects. Trump is having another go at China with a new round of tariffs set to be announced today, ramping

The post Macro Afternoon appeared first on MacroBusiness.

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MacroBusiness Friday, June 15, 2018 - 16:08 Source

For once the RBA’s Luci Ellis making good sense: I’m grateful for the opportunity to speak to you today, and conscious of the infrastructure expertise in the room. There wouldn’t be anything I could add to what you know about project design, selection or funding. What I would like to do today is place infrastructure

The post Luci Ellis: Infrasctucture sucks appeared first on MacroBusiness.

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MacroBusiness Friday, June 15, 2018 - 15:57 Source

Hmm, Chinese house prices are out today and there’s life in this sucker yet. Monthly gains accelerated for the fourth straight month to 0.7% though year on year was flat at 4.7%: Here is the raw data: The seventy city price balance chart shows a reasonably broad-based acceleration: Though it is clearly still weighted heavily

The post Chinese house prices reaccelerate appeared first on MacroBusiness.

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The Australian Independent Media Network Friday, June 15, 2018 - 15:15 Source

In August 2001, Australia’s dour Prime Minister John Howard demonstrated to the world what his country’s elite soldiers could do. Desperate, close to starvation and having been rescued at sea from the Palapa I in the Indian Ocean, refugees and asylum seekers on the Norwegian vessel, the MV Tampa, were greeted by the “crack” troops…

The post Dark Precedents: Matteo Salvini, the MV Tampa and Refugees appeared first on The AIM Network.

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Renew Economy Friday, June 15, 2018 - 14:40 Source

ESB to put meat on the skeleton of the National Energy Guarantee after briefing state and territory ministers on Friday.

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Renew Economy Friday, June 15, 2018 - 14:40 Source

ESB to put meat on the skeleton of the National Energy Guarantee after briefing state and territory ministers on Friday.

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Renew Economy Friday, June 15, 2018 - 14:18 Source

Australian electric vehicle sales jumped 67% in 2017 – but off an embarrassingly low base. New report calls for urgent policy support for EV uptake, as Australia continues to fall behind the rest of the world.

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MacroBusiness Friday, June 15, 2018 - 13:12 Source

The AUD is still under pressure this morning: Bonds are bid: XJO has launched: Dalian is soft: Big miners are up: Big oil is up: Big Gold is up: Even Big Scum has rebounded as yields fall: And Puswad: A word of warning, Shanghai is breaking down as capital flight intensifies: But for today the

The post Australian dollar burning ignites ASX appeared first on MacroBusiness.

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Renew Economy Friday, June 15, 2018 - 12:48 Source

NRMA kicks off roll-out of $10m EV fast-charging network across NSW and ACT, after tapping Brisbane-based company Tritium to supply the hardware.

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MacroBusiness Friday, June 15, 2018 - 11:45 Source

Via S&P: Arrears on the mortgages underlying Australian residential mortgage-backed securities (RMBS) increased during the past year, according to S&P Global Ratings’ first-quarter 2018 edition of “RMBS Performance Watch: Australia.” Mortgage arrears continued to rise in resource states, where conditions for mortgage performance have remained more challenging. S&P Global Ratings has updated its arrears data

The post More on rising mortgage arrears appeared first on MacroBusiness.

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MacroBusiness Friday, June 15, 2018 - 11:30 Source

It’s over and the MB Fund won. The “bond kings” Jeff Gundlach and Bill Gross have been vanquished. How did the MB fund do it? First, recall that Jeff Gundlach has been for the past six months telling everyone to buy emerging markets and commodities. Second, Bill Gross has been telling everyone to bet on a

The post How did the MB Fund beat the “bond kings”? appeared first on MacroBusiness.

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Friday, June 15, 2018 - 11:20 Source

When Jane found herself jobless, homeless and separated from her partner, she began staying in her campervan in Hawkesbury, on the Sydney fringe. There was a time, she said, when she had 11 cents in her bank account and wouldn’t have more for another nine days. She survived off charity. “Most Australians don’t know what real hunger feels like,” she says. Sometimes, men would approach her campervan to ask for sexual favours.

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MacroBusiness Friday, June 15, 2018 - 11:00 Source

By Leith van Onselen CoreLogic’s Cameron Kusher has released interesting analysis looking at prior housing corrections, which saw some major capitals post double-digit peak-to-trough losses: This week’s blog presents the recent periods in which dwelling values have fallen across each capital city and how long values have taken following these falls for values to eclipse

The post Tracking today’s house prices falls versus previous corrections appeared first on MacroBusiness.

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Renew Economy Friday, June 15, 2018 - 10:54 Source

A Men’s Shed group, sporting clubs and a local radio station are among organisations in Mayo benefitting from the Turnbull Government’s $5 million Solar Communities Program.

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MacroBusiness Friday, June 15, 2018 - 10:45 Source

From Bill Evans on assignment in Europe: Over the last two weeks I have visited policy makers; central banks; real money managers; hedge funds and corporates in Europe and London. Of course there have been a range of views but in this note I will try to draw out some of the more interesting and

The post Bill Evans in Europe: Investors “can’t understand” hawkish RBA appeared first on MacroBusiness.

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Renew Economy Friday, June 15, 2018 - 10:39 Source

Global energy demand grew above its 10-year average in 2017 and carbon emissions increased after three years of little-to-no growth, according to BP’s 67th annual Statistical Review of World Energy.

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Renew Economy Friday, June 15, 2018 - 10:35 Source

Macquarie raises $889m in bonds to finance green projects such as renewable energy projects, energy efficiency, and clean transportation.

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MacroBusiness Friday, June 15, 2018 - 10:30 Source

Via the AFR: A US recession could occur within the next two years according to former US bond trader Charlie Jamieson, who says the flattening of the bond yield curve is a signpost of possible trouble ahead. Speaking on a panel on global macro at Livewire Live 2018, Mr Jamieson, executive director at Jamieson Coote

The post When is the next US recession coming? appeared first on MacroBusiness.

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Renew Economy Friday, June 15, 2018 - 10:25 Source

AEMO sees rooftop solar and battery storage uptake surging in WA, but grid to remain stable even as fossil fuel plants retire. EV forecasts vary widely.

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Renew Economy Friday, June 15, 2018 - 10:25 Source

AEMO sees rooftop solar and battery storage uptake surging in WA, but grid to remain stable even as fossil fuel plants retire. EV forecasts vary widely.

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Renew Economy Friday, June 15, 2018 - 10:24 Source

The CER has today released results of its successful seventh auction, leaving around $250 million in the ERF to purchase further abatement to help reduce emissions and meet our international targets.

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