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Oz Blog News Commentary
Club Troppo Friday, September 5, 2025 - 17:01 Source

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MacroBusiness Friday, September 5, 2025 - 16:30 Source

Asian share markets are higher across the board as traders start to anticipate tonight’s US jobs print with continued speculation that the Fed is likely going to pull a put regardless of tonight’s NFP result. Meanwhile bond markets are trying to recover with many long dated yields across the UK, Japan and USA backing off

The post Macro Afternoon appeared first on MacroBusiness.

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MacroBusiness Friday, September 5, 2025 - 14:30 Source

New Zealand is experiencing an unprecedented house price crash after experiencing one of the developed world’s largest price booms over the pandemic. As Justin Fabo of Antipodean Macro illustrates below, the Real Estate Institute of New Zealand’s House Price Index (HPI) shows that national home values have declined by more than 17% over the last

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MacroBusiness Friday, September 5, 2025 - 14:00 Source

Goldman says buy gold. Since the spring, markets have started to transition from tariff uncertainty into tariff reality, which has helped stabilize economic activity indicators and reduced consensus (and our own) probability of a US recession (though it remains above the historical average). However, we believe important risks remain that reinforce the diversification benefits of

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MacroBusiness Friday, September 5, 2025 - 13:30 Source

If it’s not bolted down in Helbourne, then it’s fair game for the machete gangs. Insurance claims for stolen cars have exploded in Victoria despite falling in every other state as thieves use cheap and easily accessible gadgets to mimic keyless access and starting technology. Are these devices only available in Hellbourne? No. They are

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MacroBusiness Friday, September 5, 2025 - 13:00 Source

Cotality’s final auction clearance rates for August suggest that Sydney, in particular, is headed for another price boom. Sydney’s final auction clearance rate averaged 72% in August, which was the city’s strongest result since February 2024 (73%). Sydney’s final auction clearance rate in August was also the strongest in the nation, easily beating Melbourne’s (68%)

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MacroBusiness Friday, September 5, 2025 - 12:30 Source

In Albo’s great grovel to China, there is a trend that nobody dares speak its name. Despite the ALP’s weak-kneed Chinese fixation, the truth of it is that the Chinese economy is getting weaker, not stronger, with no end in sight. Ironically, for Albo’s great Chinese kowtow, this is particularly the case when it comes

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MacroBusiness Friday, September 5, 2025 - 11:30 Source

Bob Brown and Drew Hutton jointly founded the Australian Greens party in 1992. Co-founder and life member Drew Hutton was expelled by the party for a series of Facebook posts and comments he made about the Greens’ pro-transgender platform. Following Hutton’s expulsion, it was revealed that more than 40 members of the Greens nation-wide have

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