Blogotariat

Oz Blog News Commentary
MacroBusiness Thursday, May 1, 2025 - 17:00 Source

Risk markets are still running on hopium as US officials admit there’s no talking going on whatsoever with China (who are having a week long holiday anyway – call back later Donny!) while the Bank of Japan held fire in today’s meeting which sent Yen selling off and stocks lifting higher. The latest trade data

The post Macro Afternoon appeared first on MacroBusiness.

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Your Democracy Thursday, May 1, 2025 - 15:52 Source

  

A Liberal Party campaign truck has crashed into an early voting centre in western Sydney, causing significant damage and forcing voting at the centre to be delayed for several days.

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Your Democracy Thursday, May 1, 2025 - 14:39 Source

The UK has begun to support the US in attacking Yemen’s Houthi militia. The British Ministry of Defense said on Wednesday its forces had conducted joint airstrikes against what it claimed was a Houthi-controlled military facility.

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Your Democracy Thursday, May 1, 2025 - 14:13 Source

I cannot compete with chosen mediocrity

Mutters my friend who has not entered the prizes

Where for the first time in human history

The director and the curator being shemales

More women than men have been represented

Proudly chosen as the website emphasises

(The commentary may be conjuring lesbian trails)

For the best and worst portraits in the gallery

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MacroBusiness Thursday, May 1, 2025 - 13:00 Source

Commerzebank with the note. Manufacturing PMIs showed initial damage The official manufacturing PMI fell to contraction territory at 49.0 in April from 50.5 in March, the lowest since December 2023 (Chart 1). The decline was due to a drop in production and new orders which both fell into contraction territory. In particular, new export orders

The post Tariff shock begins in China appeared first on MacroBusiness.

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MacroBusiness Thursday, May 1, 2025 - 12:30 Source

Professor Peter McDonald is Australia’s leading flip-flopper on immigration (for example, see here, here and here). In 1999, Peter McDonald co-authored a parliamentary research paper, which concluded that it is “demographic nonsense to believe that immigration can help to keep our population young”, claimed that “levels of annual net migration above 80,000 become increasingly ineffective

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MacroBusiness Thursday, May 1, 2025 - 12:05 Source

Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist Leith van Onselen as they examine the economic impacts of Dutton vs Albanese vs a hung parliament. Do you need to position your portfolio ahead of the election? Can’t make it to the live series? Catch up on the

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MacroBusiness Thursday, May 1, 2025 - 12:00 Source

Ferrous complex no bueno. Strangely, the indicators are going the other way, with the steel PMI firming. And other marginal indicators like steel order books doing OK too. Goldman. Commentary on 2025 sales stabilization is becoming more prevalent, albeit divergent across players: (i)A key pillar of the steel structure sector order growth turning positive in

The post Iron ore no beuno appeared first on MacroBusiness.

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MacroBusiness Thursday, May 1, 2025 - 11:30 Source

Billionaire Meriton founder ‘Highrise’ Harry Triguboff is the master of manipulation. For decades, Triguboff has persuaded politicians to implement policies favourable to his financial interests, including mass immigration. The interview below from 2006 illustrates this point, with Triguboff arguing that Sydney’s population needed to reach 20 million by 2050, with Australia’s population at 150 million.

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