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John Quiggin Thursday, January 26, 2023 - 06:49 Source

Your thoughts on the national day.

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Your Democracy Thursday, January 26, 2023 - 06:34 Source

They span three generations and give their country reason to be enormously proud, writes Rick Sterling. All have depended on freedom of the press, which is now at stake.

Australia has produced extraordinary journalists across three generations: Wilfred Burchett (deceased in 1983), John Pilger (83 years old but still active) and Julian Assange (51 years old, currently in London’s Belmarsh prison).

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Your Democracy Thursday, January 26, 2023 - 06:07 Source

Yale Geniuses Say Russia Not Needed – Logic and Common Sense Say Otherwise

What is the price of a Yale professor? If you wanted to buy one lock, stock, and barrel, depending on what you want to use one (or two) for, the cost could be pretty steep. More often than not, today’s Ivy League know-it-all types seem like soap salespeople. Whoever supplies the grant money gets the squeaky brain grease.

 

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Your Democracy Thursday, January 26, 2023 - 04:40 Source

AS THIS "GREEN" AWFUL WOMAN (SHE IS A CONSERVATIVE NAZI IN DISGUISE) DECLARES THAT "GERMANY IS AT WAR WITH RUSSIA", WE NEED TO TAKE STOCK OF WHAT THE HISTORY BEHIND THIS STUPID STATEMENT IS. DOES GERMANY WANTS TO BE BOMBED AGAIN INTO PRE-HISTORY TO SATISFY THE ANGLO/SAXONS, IN THE AMERICAN EMPIRE QUEST TO DESTROY RUSSIA SINCE 1917? GUS REPUBLISHES AN IMPORTANT ARTICLE BELOW:

 

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MacroBusiness Thursday, January 26, 2023 - 00:01 Source

Global Macro / Markets / Investing: Microsoft’s revenue growth rarely falters. So its 2% increase in the latest quarter, the slowest in over five years, is alarming – Reuters A US research firm has accused Adani of pulling “the largest con in corporate history” – Quartz An NYSE glitch affected caused a market mayhem resulting

The post Australia Day Links 2023 appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 22:05 Source

Somewhere in this country is a very large Australian Public Service organisation, with staff around the country.   That organisation regularly surveys staff to see what they think about their own executives and senior executives, and routinely discovers that the managed often thoroughly despise their chiefs.  Amongst their expressed and identified concerns are general behaviours

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The Australian Independent Media Network Wednesday, January 25, 2023 - 16:58 Source

After pointing out for a number of years that January 26th isn’t just the anniversary of Captain Arthur Phillip’s landing, but it’s also the anniversary of the Rum Rebellion when a group of people launched an insurrection and arrested the Governor. Surely, I’ve argued, this is something that we can all celebrate… with the possible…

The post Forget Australia Day And Celebrate: Rum Rebellion Day Awards appeared first on The AIM Network.

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MacroBusiness Wednesday, January 25, 2023 - 16:30 Source

Asian stock markets mixed given the minor pullback on Wall Street overnight as risk sentiment shifts in its collective seat getting ready for what could be a volatile US earnings season, with Microsoft the first disappointment. Currency markets are in the main going against King Dollar with Euro holding above the 1.09 handle while the

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Wednesday, January 25, 2023 - 15:30 Source

Rye Park Wind Farm Tilt Renewables

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Renew Economy Wednesday, January 25, 2023 - 15:10 Source

wandoan big battery BESS AGL

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MacroBusiness Wednesday, January 25, 2023 - 15:00 Source

Today’s inflation print is sending the Australian dollar higher against, well everything, almost shooting above the 71 cent level versus USD in the short term for a new weekly high: As it tries to get out of the oversold position from the end of last year in a very fast – perhaps too fast –

The post Australian dollar rockets higher on inflation appeared first on MacroBusiness.

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Renew Economy Wednesday, January 25, 2023 - 14:42 Source

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MacroBusiness Wednesday, January 25, 2023 - 14:00 Source

According to ANZ’s latest Property Focus, New Zealand’s house price crash is around two-thirds of the way through ANZ’s forecast 22% peak-to-trough decline. Ongoing falls in house prices are expected as “supply and demand dynamics continue to swing in favour of buyers”. Housing affordability, as measured by the house price to income ratio, is also

The post ANZ: Housing crash nearing endgame appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 13:30 Source

Societe Generale with a useful primer on the forthcoming Congressional circus.  The US Treasury invoked ‘extraordinary measures’ on 19 January to continue to issue debt to meet its obligations, having reached the debt ceiling of roughly $31.4 trillion. Although the deadline for raising the debt ceiling (the X-date) is not an immediate concern, a

The post Timetable for a debt ceiling crisis appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 13:00 Source

The US Conference Board Leading Indicator has never fallen this far without a recession. Nor have stocks ever bottomed out before it has… US recession is imminent says TS Lombard. I’m inclined to agree. The twin engines of a US recession are the combination of an inventory correction and a credit crunch. To get a

The post US recession imminent appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 12:30 Source

The Market Ear with the furious debate. Massively unchanged Just a gentle reminder, this market still lacks a new trend. Both SPX and NASDAQ are basically unchanged since May last year… Refinitiv Short pain in a pic Not only is the crowd not long enough risk, but they have shorts that hurt big as market,

The post Bear market or new bull? appeared first on MacroBusiness.

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THE BLOT REPORT Wednesday, January 25, 2023 - 12:13 Source
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MacroBusiness Wednesday, January 25, 2023 - 11:43 Source

The ABS with the December QTR inflation numbers. To the moon. The Consumer Price Index (CPI) rose 1.9% this quarter. Over the twelve months to the December 2022 quarter, the CPI rose 7.8%. The most significant price rises were Domestic holiday travel and accommodation (+13.3%), Electricity (+8.6%), International holiday travel and accommodation (+7.6%) and New

The post Red hot inflation to spook RBA appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 11:30 Source

Jeremy Grantham of GMO. The first and easiest leg of the bursting of the bubble we called for a year ago is complete. The most speculative growth stocks that led the market on the way up have been crushed, and a large chunk of the total losses across markets that we expected to see a

The post Grantham: And now for the global property crash appeared first on MacroBusiness.

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The Australian Independent Media Network Wednesday, January 25, 2023 - 11:11 Source

Within a very short space of time, we are going to be embroiled in a national discussion on constitutional change: namely, we are going to be asked if we favour First Nations people having a voice to our national parliament enshrined in our Constitution. The purpose of this article is not to take sides or…

The post Whither Constitutional Change? appeared first on The AIM Network.

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The Tally Room Wednesday, January 25, 2023 - 11:00 Source

The informal rate reached a record high at the 2018 Victorian state election. With record-large ballot papers at the 2022 election, I had wondered what might happen to the informal rate last year. While the informal rate was the second-highest on record for the lower house, it did not increase in line with the numbers of candidates running.

This chart shows the informal rate over the last 30 years compared to the ballot paper size for the Assembly.

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MacroBusiness Wednesday, January 25, 2023 - 11:00 Source

Via Goldman tracking the US. Soon to arrive in Australia. Supply chain stress is gone: Ships cheap! Queues gone: Trucks got too many people: Trains empty: As imports slide away: And supplier delivery times go all reverse bullwhip effect: All soon to arrive in Australia.

The post Supply chain slack builds appeared first on MacroBusiness.

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xkcd.com Wednesday, January 25, 2023 - 11:00 Source

I'll take mine on the rocks, no ice.

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MacroBusiness Wednesday, January 25, 2023 - 10:45 Source

Westpac with the note. It’s obvious to me that the RBA has overtightened and inflation is going to evaporate. The six-month annualised growth rate in the WestpacMelbourne Institute Leading Index, which indicates the likely pace of economic activity relative to trend three to nine months into the future, was –0.97% in December, largely unchanged on

The post Aussie leading index continues to sink appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 10:30 Source

The good news global gas and coal prices are crashing with more ahead, especially for the latter: At home, the hideous AFR is up to its old energy tricks again: A twice-extended exclusive period granted to bidding partners Brookfield and EIG to access Origin Energy’s books and firm up their $18.4 billion offer has lapsed,

The post Who cares if Origin’s deal collapses appeared first on MacroBusiness.

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The Australian Independent Media Network Wednesday, January 25, 2023 - 10:05 Source

We are at a crossroads. The Ultra High Net Worth Individual (UHNWI) class is creating a new international feudal order, assisted by the professional enabler class including politicians in pursuit of their money. One of those enabling mechanisms is the media. In Australia, News Corp serves as the strongest weapon in the creation of their…

The post Distracted by hate, we are robbed appeared first on The AIM Network.

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MacroBusiness Wednesday, January 25, 2023 - 10:00 Source

Wall Street was unable to follow through on its recent two day surge, as concerns about the upcoming earnings season mounted with European shares also treading water after a solid start to the trading week. The USD remains under stress against the majors with Euro holding firmly above the 1.09 handle while the Australian dollar

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 09:30 Source

Everybody now thinks that China is going to boom and property roar back to life. This should be greeted with skepticism. The Middle Kingdom is rerunning the developed market GFC experience, with Chinese characteristics. A scarred public doesn’t want a bar of property. The PBOC’s series of property sentiment are at record lows and trending

The post China’s property liquidity trap snaps shut appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 25, 2023 - 09:00 Source

If you’re looking for an inflation turning point then yesterday’s NAB business survey for January is a terrific candidate. Headline indexes all declined sharply: Cost inputs rolled hard, including the preposterous wages blowout which actually peaked six months ago: Leading indicators swan dived and spare capacity jumped: Straya headed fast into heavy disinflation as Albo’s

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The Australian Independent Media Network Tuesday, January 24, 2023 - 15:47 Source

Through the course of his political life, the current US president has often been injudicious. He has stumbled, bungled and miscalculated. His electoral victory was fortuitous, aided by a number of factors, not least the conduct of his opponent and the murderous gift of a global pandemic. Along with his fellow Democrats, he has made…

The post Doltish Ways: Biden’s Documents Problem appeared first on The AIM Network.

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