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The great European rotation

April 26, 2017 - 07:09 -- Admin

DXY was hammered in the past few days: It was largely a move in the euro post French election that did it. Commodity currencies are firm: Gold weak: Base metals firm: Big miners too: EM stocks launched: High yield too: US bonds were bashed: European spreads crashed: European stocks rocketed, US too but not as

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So, how tight is the mortgage market then?

April 26, 2017 - 06:23 -- Admin

Domainfax reckons it’s loose still (but then, it would): Most interest-only and investor loans from the big four banks are cheaper than a year ago despite a series of rate hikes and a regulator crackdown aimed at cooling the housing market…data collected by research group Canstar shows that, despite a series of rate hikes from the banks

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Panic, print and slash migrants

April 26, 2017 - 05:21 -- Admin

Via AFR today: Australia should halve immigration and undertake a massive transport infrastructure program funded with money effectively “created” by the Reserve Bank of Australia, says former NSW Treasury secretary Percy Allan. …He proposes having the federal government immediately slash skilled immigration from around 190,000 a year to 90,000, cooling annual population growth to 1

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Greens’ immigration policy would create a very Big Australia

April 26, 2017 - 00:20 -- Admin

By Leith van Onselen On Friday, I labelled The Greens a fake environmental party because of their support for mass immigration and a ‘Big Australia’. My growing frustration about The Greens has come about because for nearly 20 years they have failed to utter a word in protest as the federal government, under both the

The post Greens’ immigration policy would create a very Big Australia appeared first on MacroBusiness.

Missing the point on corruption

April 26, 2017 - 00:15 -- Admin

On Friday 28th April I am appearing and Queensland’s Crime and Corruption Commission’s Operation Belcarra as an expert witness on relationships between councillors and property developers, and how that leads to favouritism. A narrow focus What is interesting from my perspective is how narrow the focus of the inquiry really is. Here are the main

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Frydensolar capitulates as gas crisis to deepen

April 26, 2017 - 00:06 -- Admin

Yes, we are run by idiots: Federal Energy Minister Josh Frydenberg has backed the development of solar thermal technology in Australia despite warnings it might not be commercially viable until 2040. The Turnbull government has promised to fast track the tender process for the country’s first solar thermal project in Port Augusta and commit $110 million

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Daily iron ore price update ($40s)

April 26, 2017 - 00:05 -- Admin

Iron ore price charts for April 24-25, 2017:      Spot fading though DCE paper rebounded overnight. 12 month coking coal futures are now pricing $127. CISA steel output rose again in early April to huge new records. But inventories climbed as well when they should still drawing down. It can’t go on. Then again, it

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Links 26 April 2017

April 26, 2017 - 00:01 -- Admin

Global Macro / Markets / Investing: Markets set to continue the Macron rally – CMC Markets Short Seller Says Home Capital Needs to ’Clean House’ – Bloomberg The Electric Car Revolution Now Faces Its Biggest Test – Bloomberg A Tidal Wave is Coming – The Irrelevant Investor Has there been a sea change in the way banks respond to

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Anzac Day Links 25 April 2017

April 25, 2017 - 00:01 -- Admin

Global Macro / Markets / Investing: The persistent headache of sluggish investment – VOX Bloomberg to world leaders: Ignore Trump on climate – AP Euro Hits Five-Month High on French Election – WSJ Dow futures soar nearly 200 points as markets get what they expected in Le Pen, Macron victories – CNBC Whatever the IMF thinks, we are a

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Macro Afternoon

April 24, 2017 - 17:37 -- Admin

by Chris Becker What a way to start the week with the French election over the weekend causing risk markets to jump higher on the Monday morning gap and hold on to most of the gains through the Asian session. It will be a busy week with the BOJ and ECB meeting later in the week,

The post Macro Afternoon appeared first on MacroBusiness.

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