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Macro Morning

November 21, 2025 - 09:00 -- Admin

Oh what a night! Wall Street managed to a 4% plus volatile turnaround after embracing the uber good earnings from NVIDIA before realising the AI bubble might be a bubble with no upside potential, not helped by a massaged and very late September US jobs report and a lot of Fed hand wrangling over rate

Lifetime mortgages won’t help housing affordability

November 21, 2025 - 00:05 -- Admin

A new proposal has been pitched in the United States to address the country’s housing crisis. The Trump administration is working to introduce 50-year mortgage terms for homebuyers. Instead of the standard 30-year fixed mortgage, payments would be spread across 50 years. President Trump has framed it as a continuation of the American Dream, likening

Macro Afternoon

November 20, 2025 - 17:00 -- Admin

Action in Japanese bond markets dominate risk taking across Asia with stock markets having mixed sessions after Wall Street stabilised overnight, with Japanese shares launching higher. The USD pulled back against most of the undollars after a big surge overnight on the release of the FOMC minutes which indicated the December rate cut may not

Business leaders join Australians in call for lower immigration

November 20, 2025 - 13:30 -- Admin

All recent opinion polls show that Australian voters are fed up with excessive levels of immigration. People cite the impact on the housing market as a major concern. Recently, AMP chief economist forecast that Australia’s cumulative housing shortage is at least 200,000 and could be as much as 300,000. The latest projections from the National

Labor hides energy policy failures

November 20, 2025 - 13:00 -- Admin

The following chart from Alex Joiner from IFM Investors summarises how the billions of taxpayer dollars spent on energy subsidies have masked the rise in electricity costs: In 2024–25, households received up to $300 in rebates, and eligible small businesses up to $325, costing the federal budget $3.5 billion. In the May 2025 Budget, the

Celebrations over property nothing-burger reform

November 20, 2025 - 12:30 -- Admin

It is maddening watching the Domain newspapers distort everything about property. Real estate agents will have to disclose a home’s reserve price well before buyers attend auctions under Australian-first laws aimed at tackling rampant property underquoting in Victoria. The fundamental change, to be announced by the Allan government on Thursday, follows this masthead’s Bidding Blind investigation, which

MB Fund Podcast: Could NVIDIA’s report shake confidence in the AI boom?

November 20, 2025 - 12:05 -- Admin

In this week’s podcast, join us as we examine why Australia’s stock market looks expensive compared to global peers — and whether the nation’s limited exposure to high-growth tech and AI could see it left behind once again. Join us when we go live at 12:30 AEDT! Click here to subscribe to our YouTube channel

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