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Your Democracy Friday, November 14, 2025 - 09:49 Source

 

Ukraine corruption scandal puts top figures under scrutiny

The corruption scandal is fast becoming Ukraine's most significant government crisis since Russia's invasion in 2022.

 

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MacroBusiness Friday, November 14, 2025 - 09:30 Source

The Coalition has committed Australia to a one-party state. The Prime Minister said the divisions in the Liberal partyroom were “a sign for the Australian people of … the clown show they’ve become”. The Nationals-inspired Liberal manifesto includes support for a “technology-neutral” Capacity Investment Scheme – rebadging it the Affordable Energy Scheme – providing taxpayer underwriting for

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MacroBusiness Friday, November 14, 2025 - 09:00 Source

Wall Street had a very rough session overnight as the AI bubble seemed to show signs of instability with domestic economic concerns following the US government shutdown. Tech stocks led the selloff but it extended across all risk markets although currency markets remained largely on their individual trends as the Australian dollar pulled back after

The post Macro Morning appeared first on MacroBusiness.

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Renew Economy Friday, November 14, 2025 - 08:52 Source
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MacroBusiness Friday, November 14, 2025 - 08:00 Source

Irina Slav from OilPrice.com summarised Wood Mackenzie’s Energy Transition Outlook 2025-26 as follows: Global demand for crude oil is projected to continue increasing until at least 2032, indicating that the world is significantly off track in meeting its Paris Agreement goals. Despite trillions of dollars invested in the energy transition, fossil fuels—oil, coal, and natural

The post The energy transition is failing appeared first on MacroBusiness.

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Your Democracy Friday, November 14, 2025 - 07:48 Source

On her first day of work, Adau realised she had made a big mistake.

"We got our uniforms, not even knowing exactly what we were going to do. From the first day of work we were taken to the drones factory. We stepped in and we saw drones everywhere and people working. Then they took us to our different work stations."

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Renew Economy Friday, November 14, 2025 - 06:39 Source
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MacroBusiness Friday, November 14, 2025 - 00:05 Source

Australia’s structural housing shortage is well-documented, with AMP chief economist Shane Oliver estimating that the nation was short at least 200,000 homes in 2024: Former senior immigration department bureaucrat Abul Rizvi believes that Australia’s net overseas migration will average around 300,000 annually under current policy settings, which is around 15% higher than Treasury forecasts. If

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MacroBusiness Thursday, November 13, 2025 - 17:00 Source

A somewhat mixed day for Asian stock markets without a clear lead from Wall Street overnight although this might clear up as the Trump regime turns the lights back on in the US government. Today’s local unemployment print saw the Australian dollar soar higher on the strong result with local stocks pushed lower as the

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Thursday, November 13, 2025 - 15:33 Source
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Renew Economy Thursday, November 13, 2025 - 15:10 Source
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Renew Economy Thursday, November 13, 2025 - 14:58 Source

Nextracker

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Renew Economy Thursday, November 13, 2025 - 14:57 Source
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Renew Economy Thursday, November 13, 2025 - 14:56 Source
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MacroBusiness Thursday, November 13, 2025 - 14:00 Source

Jennie George is a former ACTU president and Labor MP for Throsby. George has been a vocal advocate for domestic gas reservation, which the Albanese government has shirked. Last week, George wrote a stunning article in The Australian attacking the Albanese government’s drive for net zero, warning that it will drive up energy costs and

The post Australia’s energy transition hits new level of farce appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 13:30 Source

The CBA bubble has been quivering uncontrollably for the past few days. It’s fallen all the way to 26x NTM, only double the historical average. Its peer group is also very fully valued, if less so. Compared with elsewhere, the bubble remains multi-sigma yuge. Citi reckons the bubble is just rotating. I can’t say I

The post Is the CBA bubble finally bursting? appeared first on MacroBusiness.

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Renew Economy Thursday, November 13, 2025 - 13:07 Source
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Renew Economy Thursday, November 13, 2025 - 13:02 Source
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MacroBusiness Thursday, November 13, 2025 - 13:00 Source

The Market Ear on stock dislocations. The bull in fear This much fear with markets so close to ATHs is not your usual market. Source: MacroMicro Who to trust The BTC fade or the NASDAQ squeeze. The gap between these two is very short term wide. Source: LSEG Workspace Stocks vs the economy Citi US

The post Mind the gaps in stocks appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 12:26 Source

The ABS with the data. In trend terms, in October 2025: unemployment rate remained at 4.4%. participation rate increased to 67.0%. employment increased to 14,678,400. employment to population ratio remained at 64.0%. underemployment rate remained at 5.8%. monthly hours worked increased to 1,993 million. In seasonally adjusted terms, in October 2025: unemployment rate decreased to

The post Unemployment falls anew appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 12:05 Source

In this week’s MB Fund podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the latest forecasts for fossil fuel use from the International Energy Agency—why oil demand is set to keep growing under current policies, what that means for coal, oil, and gas investments, and how investors should be positioning their portfolios for the

The post MB Fund Podcast: The Future of Fossil Fuel appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 12:00 Source

The Australian Bureau of Statistics (ABS) released its Lending Indicators for the September quarter of 2025, the highlight of which was the record lift in investor mortgage commitments, as charted below by Alex Joiner from IFM Investors: Source: Alex Joiner (IFM Investors)There were 57,624 new investment loans approved in the September quarter of 2025, a

The post First home buyers are lambs to the slaughter appeared first on MacroBusiness.

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Your Democracy Thursday, November 13, 2025 - 11:51 Source

His Excellency, Mr. António Guterres, Secretary-General of the United Nations,Presidents,Prime Ministers,Heads of State,Permanent Representatives to the United Nations,‍It is with great relief that we welcome the ceasefire, the release of Israeli hostages and Palestinian captives, and the hope for an end to the daily killing, destruction, displacement, and starvation in Gaza.

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Your Democracy Thursday, November 13, 2025 - 11:44 Source

Ukraine's energy and justice ministers have resigned in the wake of a major investigation into corruption in the country's energy sector.

President Volodymyr Zelensky called for Energy Minister Svitlana Grynchuk and Justice Minister Herman Halushchenko's removal on Wednesday. 

 

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MacroBusiness Thursday, November 13, 2025 - 11:30 Source

I know a lot of people who matter read these posts. Why nothing gets done escapes me. The LNP has unnecessarily dumped net zero and opened itself up to another climate war. Apparently, its new energy principles will include. The two foundational principles are to create a stable energy grid with affordable power, and reduce

The post Just crush the gas cartel!!! appeared first on MacroBusiness.

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Renew Economy Thursday, November 13, 2025 - 11:01 Source
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MacroBusiness Thursday, November 13, 2025 - 11:00 Source

The Simandou iron ore project is nicknamed the “Pilbara killer” because it threatens Australia’s dominance in the global iron ore market, particularly the Pilbara region of Western Australia. This is because Simandou offers massive volumes of higher‑grade ore that could reshape pricing power and supply chains. Simandou in Guinea holds reserves of at least 3

The post The Pilbara Killer is a budget killer appeared first on MacroBusiness.

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MacroBusiness Thursday, November 13, 2025 - 10:30 Source

Spinning lies and propaganda is an Australian politician’s modus operandi. The latest example comes from Tim Richardson, Victorian State Labor MP for Mordialloc and Parliamentary Secretary to the Premier of Victoria. On November 11, Richardson tweeted the following propaganda, claiming that “Businesses are smashing it in Victoria!”: Hilariously, Richardson’s Tweet came out the day after

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Your Democracy Thursday, November 13, 2025 - 10:14 Source

Lachlan Murdoch won the battle to follow in his father’s footsteps and obtain control over News Corp, a media conglomerate in decline. Is he up for it? David Tyler asks.

Imagine inheriting a media empire after spending $1.1B per sibling just to buy them off. Then discovering you’ve just spent billions to secure control of something that looks glorious on the surface but is, underneath, a paper tiger gasping for oxygen. That’s Lachlan Murdoch in 2025.

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MacroBusiness Thursday, November 13, 2025 - 10:00 Source

The ferrous complex remains in a state of paralysis as hopeful traders fight a deteriorating reality. Hopes a plenty! Hopes of more stimulus revived after China’s central bank said on Tuesday it would maintain “appropriately loose” monetary policy, keep liquidity ample while improving its policy transmission, as the economy still faces risks and challenges. The

The post The baked-in bulls of iron ore appeared first on MacroBusiness.

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