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Renew Economy Tuesday, August 4, 2020 - 09:24 Source

Infigen says revenues have been hit by Covid-19 impacts, but long term outlook heightened by pace of clean energy transition and AEMO's 20-year blueprint.

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Your Democracy Tuesday, August 4, 2020 - 09:20 Source
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MacroBusiness Tuesday, August 4, 2020 - 09:20 Source

Iron ore prices for August 3, 2020: Spot and paper to Mars. Steel doing OK too. Empty apartments to Mars: Brazilian virus not supply to Mars: $130 remains my target.

The post Daily iron ore price update (to Mars) appeared first on MacroBusiness.

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MacroBusiness Tuesday, August 4, 2020 - 09:00 Source

DXY rebounded last night but it was not convincing: The Australian dollar fell but it wasn’t convincing, either: Gold held the gains: WTI popped: Dirt was OK: Miners too: EM stocks are marking time: Junk eased: US yields rose! As stocks went nuts: The only chart that matters presented some AUD/SPX dislocation: However, there is

The post Only the property crash can sink Australian dollar now appeared first on MacroBusiness.

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MacroBusiness Tuesday, August 4, 2020 - 08:30 Source

By Chris Becker  You can’t beat the optimism out of Wall Street which surged again on tech stocks exuberance, this time on Microsoft taking over TikTok, plus a big beat in US manufacturing conditions. This will lift all boats here in Asia while the USD lifted slightly against the majors, with gold putting in another

The post Macro Morning appeared first on MacroBusiness.

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Renew Economy Tuesday, August 4, 2020 - 08:00 Source

Airline emissions hydrogen CSIRO plane aircraft - testA new CSIRO study finds a switch to a hydrogen fuelled aviation sector could occur by 2050, and may be necessary to avoid a massive increase in emissions.

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MacroBusiness Tuesday, August 4, 2020 - 00:18 Source

Special report from Gerard Minack: Monetising deficits has started.  Expect it to stay. The helicopters have arrived.  Central banks are printing money to fund expanding government deficits.  I expect them to stay: fiscal will remain the lead instrument for cycle management through the coming expansion, and it will be backstopped by central banks.  Deployed with

The post Exclusive Gerard Minack: MMT the new normal. Get over it appeared first on MacroBusiness.

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Renew Economy Tuesday, August 4, 2020 - 00:10 Source

power lines network infrastructure ARENA Monash Grid Innovation Hub - optimisedNew modelling suggests handsome returns for proposed Copperstring 2.0 transmission link from Mt Isa and Townsville, to unlock renewable energy and a major mining province.

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MacroBusiness Tuesday, August 4, 2020 - 00:05 Source

According to Alan Kohler, a wave of insolvencies is set to hit Australia, adding to the hundreds of thousands of unemployed already thrown out of work by the COVID-19 pandemic. Some expert estimates suggest that up to 100,000 businesses could go under in the next few years. As Alan Kohler explains, a lot depends on

The post Kohler: Brace for “long catastrophic wave of insolvencies” appeared first on MacroBusiness.

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MacroBusiness Tuesday, August 4, 2020 - 00:04 Source

After last week flagging that Sydney and Melbourne property are facing potential 30% price falls, SQM Research managing director, Louis Christopher, has warned that “crunch time” is approaching for the property market as government stimulus measures and bank mortgage holidays end: SQM Research managing director Louis Christopher said the housing market was “falling as we

The post “Crunch time” for Aussie property appeared first on MacroBusiness.

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MacroBusiness Tuesday, August 4, 2020 - 00:01 Source

Global Macro / Markets / Investing: Coronavirus vaccine will not change world right away; severe challenges remain – Seattle Times ‘New Normal’ Emerges for Companies Navigating Covid-19 Pandemic – WSJ Those coronavirus vaccines leading the race? Don’t ditch the masks yet – Yahoo Summertime Sadness: Resurgent Virus Dims Crisis Recovery Hopes – MSN Americas: ‘It’s

The post Links 4 August 2020 appeared first on MacroBusiness.

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THE BLOT REPORT Monday, August 3, 2020 - 22:59 Source
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The Australian Independent Media Network Monday, August 3, 2020 - 21:55 Source

By Ad astra   It was twelve years ago, on July 10, 2008, before The Political Sword was inaugurated, that I wrote Is adversarial politics damaging our democracy?. It was published on The Possum Box hosted by Possum Comitatus, who gave me my start at political blogging, for which I continue to be grateful. Some of that piece is reproduced below…

The post Is adversarial politics damaging our democracy? appeared first on The AIM Network.

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John Quiggin Monday, August 3, 2020 - 18:52 Source

My latest piece in Inside Story. Standfirst is Has the Coalition learnt the wrong lessons from Margaret Thatcher?

Thatcher saw that the existing system has failed and proposed a radical alternative. In that sense, we need to emulate her.

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MacroBusiness Monday, August 3, 2020 - 17:30 Source

by Chris Becker A very mixed start to the trading week here in Asia with share markets all over the place given the strong lead on Wall Street combined with the inversion of strength in the USD.  Gold is having another go at its previous record high, pushing ever higher as it tries to make

The post Macro Afternoon appeared first on MacroBusiness.

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MacroBusiness Monday, August 3, 2020 - 15:41 Source

Victoria’s COVID-19 data has belatedly been released, with the state recording 429 new infections, down from yesterday’s 671: There were 13 more deaths – the equal deadliest day so far – taking the state’s toll to 136. 1,089 active cases are in aged care facilities. There are now 416 cases in hospital in Victoria with

The post Lockdown tightens as VIC nears 12,000 COVID-19 cases appeared first on MacroBusiness.

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Renew Economy Monday, August 3, 2020 - 14:55 Source

The bonds are linked to the first forward-looking climate index in Australia and the proceeds will be used to invest in a portfolio of green projects.

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Your Democracy Monday, August 3, 2020 - 14:54 Source
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Renew Economy Monday, August 3, 2020 - 14:51 Source

hydrogen export renewable western victoriaHazer Group board gives final investment decision approval to $17 million Perth biogas-to-hydrogen pilot facility that has received ARENA backing.

The post Hazer signs off on $17m green hydrogen facility appeared first on RenewEconomy.

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MacroBusiness Monday, August 3, 2020 - 14:40 Source

Alan Kohler has joined the chorus warning that Australia faces a tsunami of mortgage defaults once repayment holidays and emergency income support is unwound from October: Morgan Stanley commissioned a survey of mortgagors as part of some research on the impact of the coronavirus, and found that 55 per cent of them have received some

The post Mortgage lemmings hurtle off fiscal cliff appeared first on MacroBusiness.

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MacroBusiness Monday, August 3, 2020 - 14:20 Source

Warren Hogan, an industry professor at UTS Sydney and former ANZ chief economist, believes that Australia should create an ultra high-income tax bracket and reduce marginal tax rates for those on below-average incomes to reduce income inequality and economic growth: …an important contrast between now and the successful growth-driven recovery after World War Two is

The post Warren Hogan: “Soak the rich” to reduce inequality and boost growth appeared first on MacroBusiness.

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Renew Economy Monday, August 3, 2020 - 14:10 Source

Canva - flexibility Commercial building factory rooftop installed photovoltaic solar panels (1) - optimisedDefying Covid-19, Australia's rooftop solar installs set new monthly record for July and surpasses 2.5 million total installs.

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Renew Economy Monday, August 3, 2020 - 14:10 Source

Canva - flexibility Commercial building factory rooftop installed photovoltaic solar panels (1) - optimisedDefying Covid-19, Australia's rooftop solar installs set new monthly record for July and surpasses 2.5 million total installs.

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MacroBusiness Monday, August 3, 2020 - 14:00 Source

Here is the truth of it once you peel away all of the politicised bull. Via Reuters: The U.S. economy could benefit if the nation were to “lock down really hard” for four to six weeks, a top Federal Reserve official said on Sunday, adding that Congress can well afford large sums for coronavirus relief

The post Fed: Monetise the virus! appeared first on MacroBusiness.

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Renew Economy Monday, August 3, 2020 - 13:48 Source

vegetation offsets carbon trees shell australia select - optimisedShell expands its Australian push into businesses beyond the fossil fuel sector with the acquisition of carbon offset firm Select Carbon.

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MacroBusiness Monday, August 3, 2020 - 13:40 Source

Victoria University’s Janine Dixon and Jason Nassios have made the compelling case that cutting company taxes in the current environment is bad policy. Specifically, it would provide a windfall gain to foreign investors who have already invested in Australia at the current company tax rate. Hence it would shift a significant fiscal burden onto Australian

The post Why cutting company taxes makes even less sense now appeared first on MacroBusiness.

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MacroBusiness Monday, August 3, 2020 - 13:20 Source

Not that this matters much for the deficit, which is now irrelevant, but it will matter to the Australian dollar. Via the AFR: Glencore is working on plans to slash output from Australian coal mines in response to weak prices, in a move that will reinforce the Swiss miner’s reputation as the most active manager

The post Crushed coal takes gloss off iron ore boom appeared first on MacroBusiness.

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The Australian Independent Media Network Monday, August 3, 2020 - 13:15 Source

Belief in Google’s promises is much like believing in virgin births. For a company so proud of its pursuit of a transparent information environment, it has remained committedly opaque about informing customers on the way it gathers user data.  Statements from the company over the years have not been reassuring, and should foster prolonged scepticism…

The post Crossing the Creepy Line: Google, Deception and the ACCC appeared first on The AIM Network.

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Renew Economy Monday, August 3, 2020 - 13:09 Source

Genex announces plans for big battery at Rockhamption, and locks in share deal with J-Power as it seeks to finalise equity financing for its Kidston pumped hydro project.

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Renew Economy Monday, August 3, 2020 - 13:09 Source

Genex announces plans for big battery at Rockhamption, and locks in share deal with J-Power as it seeks to finalise equity financing for its Kidston pumped hydro project.

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