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Immigration is a “population Ponzi scheme”

October 27, 2025 - 13:00 -- Admin

For more than a decade, the Productivity Commission (PC) debunked the myth that immigration can overcome population ageing. For example: PC (2005): “Despite popular thinking to the contrary, immigration policy is also not a feasible countermeasure [to an ageing population]. It affects population numbers more than the age structure”. PC (2010): “Realistic changes in migration

Will there be an oil TACO?

October 27, 2025 - 12:30 -- Admin

Trump’s oil sanctions appear to be having some impact. Russian President Vladimir Putin remained defiant on Thursday (Friday AEDT) after US President Donald Trump hit Russia’s two biggest oil companies with sanctions to pressure the Kremlin leader to end the war in Ukraine, a move that sent global oil prices sharply higher. The US sanctions prompted Chinese

Diagnosing Hellbourne

October 27, 2025 - 12:00 -- Admin

Various people are weighing in on Victoria disease and its causes. The adipose are calling for a police state. Eddie McGuire says Melbourne may need a Los Angeles-style crackdown on crime to encourage people back into the city ­centre. While the city remains electric at night and during major events, Mr McGuire said weekday activity

Albo’s vow to ‘save manufacturing’ defies energy reality

October 27, 2025 - 11:30 -- Admin

Prime Minister Anthony Albanese has launched a new propaganda campaign promising to make Australia a strong manufacturing nation again. Albo’s promise comes as Australia’s dying manufacturing sector has shrunk to a record-low 5% of GDP. “Prime Minister Anthony Albanese has vowed to make Australia a manufacturing powerhouse again amid warnings from business leaders that local

Blowoff or bust?

October 27, 2025 - 10:30 -- Admin

The Market Ear says blowoff. NASDAQ – doing what it does best NASDAQ continues trading inside the perfect trend channel that has been in place since May, continuing to do what it does best: Consolidating, breaking above it, ripping higher. Buying the 50 day remains simple but profitable… Source: LSEG Workspace SPX loves it SPX

Iron ore piles up in China

October 27, 2025 - 10:00 -- Admin

The ferrous market is in a period of comprehensive excess that cannot last. Even AI can read a broken ferrous market now. Record-high Chinese iron ore imports in recent months create a disconnect with domestic steel production trends. While import volumes surge, steel mill output faces restrictions from profitability constraints and government-imposed production limits, indicating

Albo’s naked gas gambit

October 27, 2025 - 09:30 -- Admin

Another gas reservation flag has gone up the pole today. The Albanese government is ­considering introducing an energy policy spanning the entire east coast that prioritises volumes of gas to the domestic market through a baseline credit system in a potential fix to ease fears of local supply shortfalls. Officials from the federal government have

Macro Morning

October 27, 2025 - 09:00 -- Admin

Friday night saw the release of the latest inflation figures in the US which came in relatively soft given the tariff push on consumers and importers, but it opens the door for a probable “safe” cut from the Fed in its upcoming meeting. Further talks between the Xi and Trump regimes on rare earth exports

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