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Oz Blog News Commentary
Your Democracy Thursday, June 26, 2025 - 05:25 Source

When Russian President Vladimir Putin told the St. Petersburg International Economic Forum last week that the world needs “a new model of global growth,” many Western commentators heard only a familiar plea: lift the sanctions, drop the tariffs, stop using trade as a geopolitical cudgel.

 

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MacroBusiness Thursday, June 26, 2025 - 00:05 Source

In handing down Western Australia’s latest budget last week, WA Treasurer Rita Saffioti announced $1.4 billion worth of measures aimed at addressing issues in the WA housing market. With the Western Australian housing market seeing rapidly rising prices and a dire lack of rental housing, Committee for Economic Development of Australia (CEDA) chief economist Cassandra

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Your Democracy Wednesday, June 25, 2025 - 20:59 Source

They came. They bunker-busted. They fled.

And then they set the stage to control the narrative via a massive P.R. operation.

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MacroBusiness Wednesday, June 25, 2025 - 16:30 Source

Equity markets in Asia are somewhat bullish although the latest softish CPI print kept Australian stocks and the dollar steady, despite further calls of cuts from the RBA. The USD is trying to clawback lost ground but its really all about the Yen at the moment as the BOJ indicates some hawkish positioning around their

The post Macro Afternoon appeared first on MacroBusiness.

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MacroBusiness Wednesday, June 25, 2025 - 14:43 Source

Following a wave of softer-than-expected data and the dovish May RBA decision, CBA has revised its expectations for interest rate cuts forward. “We now expect the RBA to cut the cash rate by 25bp to 3.60% at its 7-8 July meeting”, CBA senior economist Belinda Allen wrote. “And a follow up 25bp rate cut in

The post RBA set to rain interest rate cuts appeared first on MacroBusiness.

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MacroBusiness Wednesday, June 25, 2025 - 14:00 Source

Australia delayed implementing global anti-money laundering rules for nearly two decades. In March, the Anti-Corruption Data Collective (ACDC) and Transparency International released the inaugural Opacity in Real Estate Ownership (OREO) Index, which ranked Australia last in the world. The index ranked major developed nations on two key criteria: 1) the scope and accessibility of real

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MacroBusiness Wednesday, June 25, 2025 - 13:30 Source

Recently, it was revealed that the membership ranks of the Liberal Party were plummeting, with one party source claiming that the biggest party expense at the local level was “funeral wreaths”. Twenty years ago, in Victoria, the Liberal Party had approximately 15,000 members. Today, more recent figures indicate that the state’s party membership stands at

The post The Liberal Party is dying appeared first on MacroBusiness.

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MacroBusiness Wednesday, June 25, 2025 - 13:00 Source

The Market Ear with more on the hated rally. Still little chatter… …about ATHs. SPX practically at range highs. Let’s see how this plays out from here, but an extension of the squeeze is not consensus. FOMO risk is huge. Source: LSEG Workspace NDX seasonality “We are entering positive seasonality for the NDX. Over the last 25

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MacroBusiness Wednesday, June 25, 2025 - 12:30 Source

Once upon a time, the immigration intake into Australia was a mostly benign issue, with the intake as a proportion of the population largely ebbing and flowing in a relatively limited range, consistent with the underlying conditions present in the economy. There were exceptions to this, most notably the return of servicemen and women following

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