Blogotariat

Recently the topic of the total proportion of the population made up by migrants has been making headlines in the United States, Britain and parts of Europe. This prompted quite the level of conversation on social media, so I thought it would be interesting to see where Australia stands both relative to itself historically and

The post Australia’s massive migration driven demographic shift appeared first on MacroBusiness.

Goldman with the note. Price data through May provide preliminary evidence on how tariff costs are being divided among foreign exporters, US businesses, and US consumers. Foreign exporters might absorb some of the costs by lowering their export prices to the US, which would show up as lower US import prices. Although aggregate US import

The post How much inflation follows tariffs? appeared first on MacroBusiness.

Snowy pauses testing of new Kurri Kurri peaking plant after local community and MP kick up a stink over diesel fumes and odour that spread over Hunter Valley.

The Market Ear with more. Negative asymmetry for equities near-term Goldman’s macro strategists are not buying the summer melt-up thesis and are sounding more cautious than in a while. “We are tactically neutral in our asset allocation (OW cash, N equities/credit/bonds, UW commodities). We still expect a worsening growth/inflation mix in 2H and elevated risk

The post Bad news is good news again. Or is it? appeared first on MacroBusiness.

Two key regional airports on Queensland’s east coast are reducing their energy usage and slashing emissions through the installation of new rooftop solar systems. 

Overnight saw Wall Street rebound on the back of tech stocks with NVIDIA leading the way while broader industrials were dragged along amid the tariff chaos. Its becoming increasingly clear the Trump regime is using the tariff mechanism to browbeat, bully and extort trading “partners” not due to trade imbalances (real or imagined) but as

The post Macro Morning appeared first on MacroBusiness.

In deciding to hold off on another interest rate cut, the Reserve Bank’s board appears to be waiting to find out what the past was like. Michael Pascoe reports.

I don’t know where to begin with six of the nine RBA board members, the ones who want to wait for another meeting so they can consider what the Bureau of Stats (ABS) will tell them was happening some three months ago. They have no grasp of the present, so forget about the future.

Amid rising global instability, Washington’s aggressive pursuit of nuclear and geopolitical dominance threatens the foundation of multipolarity—and China knows it.

Washington Warns Beijing and Its Partners: “The Bomb Will Not Save Multipolarity”

Lama El Horr

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When Russia recognized the Islamic Emirate of Afghanistan last week, it didn’t just open a new embassy – it opened a new geopolitical front. For the first time since the Taliban’s return to power in 2021, a major world player has gone beyond informal contacts and embraced Kabul’s de facto rulers as legitimate partners.

Most Asian share markets are lifting higher despite a very weak lead from Wall Street, while local stocks are taking a double whammy due to the expected rate cut from the RBA turning into a hold and then the Trump regime’s bullying tariffs on pharmaceuticals. There’s more tariff announcements and letter printing on the way,

The post Macro Afternoon appeared first on MacroBusiness.

With such momentous technology realignments, it’s easy to forget that people are involved. But community offers a social “glue” that will help us do this well.

Electricity bills are out of control, but a fairer, simpler market is possible where energy companies compete for us, so we don't have to shop around.

Since the issues facing China’s property sector exploded into mainstream view in 2021, it has been a rollercoaster ride of different perspectives and scenarios on how it will all play out. While the issues faced the Chinese economy have now faded from the headlines, the reality is the risks within the Chinese economy remain significant,

The post China’s economic Titanic about to go under appeared first on MacroBusiness.