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Articles from MacroBusiness

China buries crashing real estate data

December 2, 2025 - 12:00 -- Admin

It’s fixed! Two of China’s private data agencies skipped releasing monthly home sales figures without explanation, clouding the outlook for a key segment of Asia’s largest economy after fresh turmoil triggered by state-backed developer China Vanke Co. China Real Estate Information Corp. and China Index Academy, which are among the country’s biggest private property data providers,

Craig Emerson pumps Big Australia lies

December 2, 2025 - 10:30 -- Admin

Former federal Labor MP Craig Emerson has written an article in The New Daily slamming those arguing for lower, more sustainable levels of immigration. Emerson’s main argument is that a strong immigration program is necessary to prevent Australia’s population from ageing: Apart from pointing out the obvious that, other than First Nations people we are

Greens move to break the gas cartel

December 2, 2025 - 10:00 -- Admin

The Greens are right about gas. On Monday, the Greens signalled they would use that leverage to block any mechanism that “financially incentivises” gas production, and declared a levy on LNG exporters the only viable approach to rebalance the market without underwriting new development. Greens resources spokeswoman Steph Hodgins-May said Australia had ample supply and

Victoria’s economy is a lead weight on Australia

December 2, 2025 - 09:30 -- Admin

We have warned repeatedly that the state of Victoria is on the path to financial ruin. Victoria has the highest per capita debt in the nation and the lowest credit rating. The Victorian Auditor‑General cautioned last month that debt, deficits, and infrastructure blowouts pose serious long‑term risks to the state’s financial sustainability. Victoria’s liabilities now

Macro Morning

December 2, 2025 - 09:00 -- Admin

Overnight saw what could be the beginnings of a risk off mood as Wall Street was unable to get moving after the weekend, helped along by a dumping of crypto as Bitcoin made new lows. All eyes are still on the Fed’s December meeting where a rate cut is a given, but overnight saw some

Australian dollar bond bashed in Tokyo

December 2, 2025 - 07:07 -- Admin

Just when you think it’s safe to dip back into forex markets, the Japanese bond shock returns. At least this time, it is yields, not currency. Helped by the dovish Fed. AUD can’t rise while Japan threatens bond meltdown. CNY remains supportive. Gold senses something is amiss. Metals mania continues. Miners firmed. EM is stalled.

Labor pours more fuel on Australia’s housing bonfire

December 2, 2025 - 00:05 -- Admin

The Albanese government has already ignited the housing market with its 5% deposit scheme for first home buyers. Now housing minister Clare O’Neil is busy spruiking Labor’s Help to Buy shared equity scheme, which launches on 5 December 2025 and is designed to make home ownership more accessible by allowing eligible buyers to purchase a

Macro Afternoon

December 1, 2025 - 16:00 -- Admin

As a new trading month gets underway Asian equity markets are quite mixed across the region as Japanese inflation and Chinese manufacturing contraction concerns overshadow the potential invasion of Venezuela by the Trump regime. The USD is falling and gold rising among other undollars with chances of a cut by the Fed at its upcoming

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