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MacroBusiness Thursday, September 12, 2024 - 11:00 Source

In 2019, the United Nations accused Blackstone, the world’s largest private real estate manager with $470 billion on its platform, of “wreaking havoc” in communities and contributing to the global housing crisis by increasing rents and “aggressive evictions”. According to UN rapporteur Leilani Farha, private equity companies such as Blackstone had commodified real estate, making

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MacroBusiness Thursday, September 12, 2024 - 10:30 Source

The Market Ear with key technicals. SPX – massive levels approaching SPX is dipping below the 100 day moving average as of writing. 5400 is the big level to watch. Note the trend line, as well as previous highs/lows coming in at this level. 200 day is down at 5270. Refinitiv NASDAQ – 200 day

The post Stocks still in the bear’s den appeared first on MacroBusiness.

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MacroBusiness Thursday, September 12, 2024 - 10:00 Source

In a deep warning for bulls, SHFE could not build on the rally. SGX faded overnight: So did Mad Dalaian: And coking coal: Why? This: Vale SA said it will produce more iron ore this year than previously expected, even with prices trading near two-year lows as China’s steel slowdown weighs on the global market. The

The post Iron ore to the moon! Supply, that is appeared first on MacroBusiness.

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MacroBusiness Thursday, September 12, 2024 - 09:30 Source

Historian James Curran is a long-term China fanboi: Once more Trump talked of alliances in terms of deals done and transactions made, of partners paying their dues. Once more he revealed his weakness for the benediction of autocrats, in this case Hungary’s strongman Victor Orbán. And in a worrying prediction of the kind of diplomatic

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MacroBusiness Thursday, September 12, 2024 - 09:00 Source

Last night’s all-important US CPI print came in somewhat mixed with the core inflation reading slightly higher than expected. Wall Street continued with its rebound, again led strongly by tech stocks while European markets were at best mixed. The USD firmed in the wake of the inflation print with Euro sliding back to the 1.10

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Thursday, September 12, 2024 - 08:30 Source

DXY is back for now: AUD is struggling to regain momentum: JPY is on the march: Oil is dead cat bouncing: Metals took the hint: Miners too: EM is so yesterday: Junk is stalled but fine: The curve flattened: Stocks are about as convincing as Jim Chalmers: US inflation came in stronger than expected but

The post Australian dollar buffeted by US inflation rip appeared first on MacroBusiness.

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MacroBusiness Thursday, September 12, 2024 - 08:00 Source

Recall that Labor’s first federal budget in October 2022 projected net overseas migration (NOM) of 470,000 over its first two years (FY 23 and 24): Instead, Labor delivered around one million NOM, more than double its projection: Labor MP Andrew Charlton recently stated that the government was in the process of “halving” net migration: “We’re

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Your Democracy Thursday, September 12, 2024 - 07:39 Source

 

U.S. Vice President Kamala Harris won the debate. People being bombed in Gaza did not.

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Your Democracy Thursday, September 12, 2024 - 07:26 Source

It would be unfair to describe SBS television as the Australian media outlet most addicted to violence. It would be unfair unless every other outlet were scanned for their saturation with violence. At first sight however, it would seem extraordinary should any other television channel share the SBS preoccupation.

 

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MacroBusiness Thursday, September 12, 2024 - 07:00 Source

The issue of housing affordability was discussed at The Australian Financial Review Property Summit on Monday. The current nationwide median dwelling price is $790,000, but Eliza Owen from CoreLogic says a home would need to be priced around $500,000 to be affordable for someone on the median income. Owen told the summit that the pool

The post Australian house prices must fall appeared first on MacroBusiness.

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Your Democracy Thursday, September 12, 2024 - 05:37 Source

 

In recent days, Australia’s ‘”deputy Sheriff” role has been on full display again in our foreign policy. The prime minister’s extraordinary gaff at the Pacific Islands Leaders Forum, when caught out joshing along with US Deputy Secretary of State, Kurt Campbell, would have been noted not just among Pacific Island leaders, who would be entitled to feel belittled by Australia, but also across the region.

 

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Your Democracy Thursday, September 12, 2024 - 04:49 Source

 

 

As the evidence of a slowing Australian economy mounts, Governor Michele Bullock quietly told journalists the RBA wants Australians to be poorer. Nobody seemed to notice except Michael Pascoe

 

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Your Democracy Thursday, September 12, 2024 - 04:20 Source

We’ve lived through nearly a quarter century of intense polarization with no clear dominant political party. Unless last night’s presidential debate changes the race as dramatically as June 27’s did, we could see an election as close as 2000’s based on the current polling.

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MacroBusiness Thursday, September 12, 2024 - 00:05 Source

Data released by the Australian Bureau of Statistics (ABS) shows that the total value of homes nationwide rose to nearly $11 trillion in the June quarter, up $226 billion over the quarter: The average home value across the nation is now more than $970,000: If you have ever wondered why Australians are so “wealthy”, the

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