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Articles from MacroBusiness

Want to meet Trump? Sack Rudd

June 20, 2025 - 13:30 -- Admin

Let’s do some more worrying, shall we. The Australian. The waning possibility of Anthony Albanese landing a face-to-face meeting with Donald Trump in coming weeks has sparked alarm from the Coalition and defence ­experts, who have raised concern about the two leaders not meeting before Washington’s controversial AUKUS review concludes and instead leaving the outcome

Revenge of the Magnificent 7

June 20, 2025 - 12:30 -- Admin

The Market Ear with the charts. AI or die Goldman’s AI winners basket hit a fresh all-time high, while AI-risk names dropped again. Source: GS/Bloomberg The pulse on tech Mag7 names now make up ~15% of US net exposure (up from ~11% in April), but still well below the ~21% peak in mid-2024. The L/S

Having children is becoming a luxury

June 20, 2025 - 12:00 -- Admin

Thursday’s Q4 2024 population data from the Australian Bureau of Statistics (ABS) revealed that “natural increase” (i.e., the number of births minus deaths) fell to only 105,200 in 2024, close to the lowest level on record. There were 292,500 births in 2024, offset by 187,300 deaths, the latter of which have risen following the Covid-19

Use UAE to crush gas cartel

June 20, 2025 - 11:30 -- Admin

Even the cartel-loving AFR can’t come to grips with selling Santos to the UAE. The strategic rationale for the bid probably revolves around LNG and the bidder’s eagerness to capitalise on the expansive portfolio of projects Santos is developing not only in Australia but also South-East Asia and Alaska.  ADNOC has a minimal track record

The root cause of the housing crisis

June 20, 2025 - 11:00 -- Admin

Over the past week, we have seen multiple articles like the following from The West Australian complaining about the decline in housing affordability, which has left residents struggling to pay mortgages or rent. These articles are based on the latest Housing Affordability Report from the Bankwest Curtin Economics Centre, which blames a ‘lack of supply’

EOFY lifts consumer pall

June 20, 2025 - 10:30 -- Admin

Westpac with the note. The Westpac-DataX Card Tracker Index* has firmed over the last two weeks after a very volatile period through Mar, Apr and May. The latest weekly read of 140 is up 2.3pts from the end of May, the last two weeks recording the strongest average read outside of the post-holiday rebound in

The boom in Adelaide bureaucrats

June 20, 2025 - 10:00 -- Admin

The monthly growth in Seek advertised salaries has shown hints of stabilisation but is still trending lower. I expect the fade to continue as the immigration-led labour market expansion economic model does its thing. I do not expect we’ll get back to last cycle’s lows because the Labor government is forcing more wage rises via

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