Blogotariat

Data centre-aligned experts say the sector will be defined by the demands of hyperscale AI players, and not the needs of the energy system.

As with other wars, questions of provocation, self-defence and divine right or entitlement are central themes of what the Western mainstream media have had to say about the war in Ukraine, the genocide in Gaza, and the attacks on Iran by the US and Israel in June 2025.

Peter Blunt

US President Donald Trump’s tariffs are having two broad impacts on the global economy – they are eroding international confidence in US leadership and disrupting global supply chains, and causing rapid geographic restructuring of international trade.

Jiao Wang

Beijing steps up as Washington steps back

Exorbitant land costs are the primary driver of Australia’s high home prices. According to the Australian Bureau of Statistics (ABS), residential land values, which underpin the housing market, increased by 8.8% between 2023 and 2024, reaching $7.7 trillion. Residential land values increased from 1.1 to 2.9 times Australia’s GDP over 35 years, ending in 2023-24.

  It was all about tariffs again today in the minds of risk markets but Asian shares have all broadly advanced except the ASX200 which put in a scratch session. More rate cut speculation builds as the US Federal Reserve has to weigh up increasing inflation against further jobs losses as the USD continues to

The post Macro Afternoon appeared first on MacroBusiness.

Major network suggests pilot scheme where the excess solar from industrial rooftops is shared with those who can't afford their own PV arrays.

The latest data from the Real Estate Institute of New Zealand (REINZ) showed that house prices nationally have fallen by 16.4% over 44 months, with all major centres experiencing heavy declines. As illustrated below by Justin Fabo from Antipodean Macro, home prices in real terms have crashed back to 2019 levels. Cotality released its house

The post New Zealand’s ‘slow motion’ house price crash appeared first on MacroBusiness.

An industrial company building a new site was quoted $117,000 just for the connection. So CEO Scott Rawson decided it would operate off the grid.

The ferrous complex is still easing after the recent ill-conceived push. The outlook remains weak. The big event refers to a September 3 Beijing ceremony, commemorating the 80th anniversary of the end of World War Two. Chinese steelmakers, especially those in the northern region, usually constrain production before big events to ensure air quality in

The post China is the new “widowmaker” trade appeared first on MacroBusiness.

Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, look at a number of concerns that investors have about market concentration. The two big ones: (1) With almost 40% of the US market in the hands of just 10 stocks (2) at the same time the amount of money in passive stocks

The post MB Fund Podcast: Market Concentration Risks appeared first on MacroBusiness.

What is the wokester to do when his great enemy, Trump, tries to end wars? Simple! Abandon the suffering to protect his virtue. Wokey is just awful these days. Talking of chaos, there is yet more tariff news (at the time of writing it is top of the ABC, Reuters, The New York Times, The Wall Street Journal, CNN, BBC, and

The post Crikey appalled by ending Ukraine War appeared first on MacroBusiness.

The Market Ear on gold. UBS on gold 1. World gold Council’s 2Q data shows a slight slowdown in central bank gold buying, but 43% of reserve managers still plan to increase holdings (vs. 29% in 2024). 2. Investment demand is strong, led by ETFs and bar/coin buying. 3. De-dollarization, sanctions, Fed doubts, and geopolitics

The post Gold done or just getting started? appeared first on MacroBusiness.

How will Australia's electricity market manage millions of rooftop PV, CER, DER, EVs and BESS? With a new acronym, of course. Meet the DSO.