Blogotariat | Oz Blog News Commentary

No blood in the streets

MacroBusiness — Tuesday, March 11, 2025 - 09:30 — Source

The Market Ear on the roaring bear. Equity vs bond panic VIX has left bond volatility behind. Source: Refinitiv Not all “panic” is equal VIX continues surging, but skew continues to do very little. A notable volatility “anomaly”. Source: Refinitiv Term structure panic VIX term structure exploding even higher, with the short end of the

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New German coalition agrees on renewable transition, electricity price cuts, and EV subsidies

Renew Economy — Tuesday, March 11, 2025 - 09:18 — Source

New conservative alliance clears first hurdle for forming a new government by agreeing on electricity price cuts, and a continuation of the country’s landmark energy transition.

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a choice of shyster was made by the PR agencies...

Your Democracy — Tuesday, March 11, 2025 - 09:09 — Source

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Macro Morning

MacroBusiness — Tuesday, March 11, 2025 - 09:00 — Source

It’s risk off across stock markets as Trump goes all Lord Farquaad aka Paul Keating admitting a US recession is all but coming due to his tariffs taunts with Wall Street falling more than 2% across the board with the NASDAQ falling 4% in one session! So much winning! European stocks are feeling the heat

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kim beasley is happy with the memory....

Your Democracy — Tuesday, March 11, 2025 - 08:59 — Source

The Australian War Memorial has dismissed calls to stop taking money from the world's largest weapons manufacturers, despite outrage from critics and historians that it defiles the commemoration of the nation's war dead.

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Australian dollar crashes with everything

MacroBusiness — Tuesday, March 11, 2025 - 08:04 — Source

DXY held on as safe haven flows pick up despite the new super EUR. AUD crashed against everything. Lead boots stable Oil needs to be in the $50s. Commods are far too high for a US recession. Miners = dogs. EM likewsie. Junk is serene. Maybe it needs to break to flush this bearish impulse.

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contemplating boots on the ground is a seriously bad idea....

Your Democracy — Tuesday, March 11, 2025 - 07:20 — Source

Russia has told Australia there will be "grave consequences" if it puts "boots on the ground" in Ukraine as part of a Western peacekeeping operation proposed by UK Prime Minister Kier Starmer.

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Australia’s oldest wind turbines back in action with a Danish facelift, and a major life extension

Renew Economy — Tuesday, March 11, 2025 - 06:34 — Source

King Island's small and ancient turbines - installed last century - are getting a facelift, rather than being pulled down and replaced by bigger machines.

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“We haven’t been very good at doing it.” Garnaut says oligopolies in way of green superpower dreams

Renew Economy — Tuesday, March 11, 2025 - 02:53 — Source

Australia needs to break through oligopolies and heavy handed bureaucracies to achieve goal of becoming green superpower.

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Aussie renters cannot catch a break

MacroBusiness — Tuesday, March 11, 2025 - 00:05 — Source

In January, Domain published the following chart showing how the proportion of income a median household needed to pay the median rent hit a record high 33% in Q3 2024. REA Group has released its Q4 Rental Affordability Report, which found that rental affordability is at its worst level on record, driven by surging rents

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