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MacroBusiness Thursday, January 22, 2026 - 12:05 Source

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the global market selloff triggered by a sharp jump in Japanese bond yields — exploring what drove the move, why it rattled equities and currencies worldwide, and what it all means for investors navigating rising-rate risks. Join us when we go LIVE!

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MacroBusiness Thursday, January 22, 2026 - 11:53 Source

The odds of a near-term interest rate hike have increased dramatically following Thursday’s labour force report from the Australian Bureau of Statistics, which showed that headline unemployment declined to 4.1% in December, down from 4.3%. The key statistics are illustrated in the table below from Alex Joiner at IFM Investors: Most notably, the number of

The post Falling unemployment pressures RBA appeared first on MacroBusiness.

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Renew Economy Thursday, January 22, 2026 - 11:47 Source

UNSW Professor Matthew England, a global authority on Southern Ocean modelling, explains the alarming warming of our seas. Plus: coal power extended in two states, and the week’s other key stories.

The post Video: Our oceans are heating and we are still burning coal | Energy Insiders appeared first on Renew Economy.

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MacroBusiness Thursday, January 22, 2026 - 11:30 Source

At the May 2025 federal election, the Coalition secured just 21% of the primary vote of the members of Gen Y, only marginally above the Greens at 19% and well below Labor at 37%. But it wasn’t always like this for the Coalition and the Australian right. At the 2004 election, when the eldest member

The post The right wins a majority of younger voters appeared first on MacroBusiness.

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MacroBusiness Thursday, January 22, 2026 - 11:00 Source

Australia is already experiencing its worst rental crisis in modern history, with capital city advertised rents soaring by 43% over the past five years (to Q4 2025), adding $11,115 to the annual rental bill of the median tenant, according to Cotality. The Australian Bureau of Statistics (ABS) released housing construction data for the September quarter

The post Australia’s housing crisis is entrenched appeared first on MacroBusiness.

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Your Democracy Thursday, January 22, 2026 - 11:00 Source

An American think-tank has some bad news for Europe. Just as the continent tries to wriggle free from an abusive relationship with Washington, it turns out they’ve never been more dependent on their tormentor.

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MacroBusiness Thursday, January 22, 2026 - 10:30 Source

Of all the hills to die on, this has to be the strangest. A major political party is coming apart owing to a thousand-year war on the other side of the planet that has zero bearing upon it. Sussan Ley has pleaded with the Nationals to stay in the Coalition after the country party’s frontbench

The post Coalition despair, One Nation joy appeared first on MacroBusiness.

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MacroBusiness Thursday, January 22, 2026 - 10:00 Source

Australia has experienced the strongest population growth in the developed world this century. According to the ABS’ Population clock, the nation’s population has expanded by 8.9 million people this century, a 47% increase. Australia has also experienced the biggest immigration boom in the nation’s history under the Albanese government, which has fueled the nation’s rental

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MacroBusiness Thursday, January 22, 2026 - 09:30 Source

The ferrous jaws have only marginally compressed. To summarise. Hot metal ouput is hovering somewhere around 2.3 mt per day, which is mediocre. Port inventories of iron ore are still skyrocketing. MOFCOM reported it at 170.44MT yesterday. A crazy number. Steel inventories are high with limited need to restock. Steel exports are under pressure from

The post Iron ore books a date with $80 appeared first on MacroBusiness.

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MacroBusiness Thursday, January 22, 2026 - 09:00 Source

In a demented, incoherent hour long speech at Davos, Trump finally revealed his master plan by chickening out yet again on his threats to tariff Europe takeover Greenland. Wall Street loved the parade of lies and swung back while the USD firmed slightly against an overbought Euro it continued to lose ground against others, particularly

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Thursday, January 22, 2026 - 08:30 Source

Last week, CBA released its wage tracker for December, which draws on de-identified salary flows from around 400,000 CBA accounts to provide an early snapshot of wage growth. In the December quarter of 2025, CBA recorded annual wage growth of only 3.1%, well below the 3.4% CPI inflation increase recorded by the ABS in the

The post No signs of emerging wage inflation appeared first on MacroBusiness.

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Your Democracy Thursday, January 22, 2026 - 08:28 Source

DAVOS, SWITZERLAND [2018] - The heaviest snowfall to hit Davos in decades saw heaps of snow piling up high all around this scenic Swiss Alpine resort.

It made for breathtaking sights for the thousands of business and political leaders attending the World Economic Forum meeting over the past week. The experienced skiers among them would have relished the prospects of hitting the slopes packed with fresh powder.

 

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Renew Economy Thursday, January 22, 2026 - 08:24 Source

CHRIS BOWEN EV ANNOUNCEMENTWhy go through all the pain of having new LNG facilities and new coal mines when we can just kill oil imports and get a lot of votes in the process?

The post Australia should go hard on EVs, exempt them from GST, and save $40 billion a year in fuel imports appeared first on Renew Economy.

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MacroBusiness Thursday, January 22, 2026 - 07:47 Source

DXY popped overnight as a triple bunga of the Supreme Court frowning at Trump Fed interference, Greenland calm, and firming Japanese yields let air out of the pressure cooker. AUD roared to new highs. CNMY tailwind intact. Gold came off, but not much. Base metals, more so. Markets have forgotten that RIO makes its money

The post Australian dollar roars on triple bunga appeared first on MacroBusiness.

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Your Democracy Thursday, January 22, 2026 - 07:30 Source

“How Western Media Sells War” is a deep-dive conversation on how conflict is packaged, branded, and sold to the public through news and entertainment. We look at:

How language, imagery, and repetition turn military campaigns into “humanitarian interventions” or “defensive actions”.

The role of think tanks, PR firms, and political elites in feeding ready‑made narratives into Western newsrooms.

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Your Democracy Thursday, January 22, 2026 - 05:44 Source

 

Australia remains wealthy but structurally fragile – highly dependent on raw exports and poorly positioned for a more complex, decarbonising global economy. Economic complexity is a warning signal we can no longer ignore.

Imagine Australia finishing last on the Olympic medals table. Not mid-pack. Not a disappointing ninth. Last.

 

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Your Democracy Thursday, January 22, 2026 - 05:00 Source

 

The Global Annual to Decadal Climate Update is issued annually by the World Meteorological Organization (WMO). It provides a synthesis of the global annual to decadal predictions produced by the WMO designated Global Producing Centres and other contributing centres. The latest predictions show that:

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Your Democracy Thursday, January 22, 2026 - 04:54 Source

US President Donald Trump has said he has no plans to build a golf course or other real estate in Greenland, framing his push to acquire the Danish territory as a purely strategic national security move. 

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Your Democracy Thursday, January 22, 2026 - 04:33 Source

 

Australian taxpayers are subsidising the Israel Defense Forces and illegal settlements in the West Bank via Australian charities. Stephanie Tran reports.

Australian taxpayers are subsidising donations to Israel’s military and to organisations operating illegal Israeli settlements in the occupied Palestinian Territories through a network of registered charities with deductible gift recipient (DGR) status, an MWM investigation has found.

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MacroBusiness Thursday, January 22, 2026 - 00:05 Source

Louis Christopher, founder and managing director of SQM Research, posted the following tweet on Twitter (X), warning that large house price falls “can and will” happen in large cities: Christopher’s tweet was in response to a report on London’s housing market reporting losses of up to 34% for owners of flats, with “hundreds of thousands

The post Are Australian house prices rigged to crash? appeared first on MacroBusiness.

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Your Democracy Wednesday, January 21, 2026 - 21:06 Source

While speaking at the Davos summit on Tuesday, French president Emmanuel Macron drew attention for his stern rebuke of US leader Donald Trump's threat to tariff eight European countries opposed to his proposed takeover of Greenland. 

But another aspect of Macron's speech also made an impression: his choice of eyewear. 

 

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MacroBusiness Wednesday, January 21, 2026 - 16:30 Source

Asian share markets have fallen across the region although Chinese shares remain resilient in the wake of the selloff on Wall Street overnight on a broader “America-off” strategy by all risk markets. Gold is heading higher faster while the USD is losing ground against all the majors yet again. Oil prices remain in flux with

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Wednesday, January 21, 2026 - 15:02 Source

collie battery albaneseState government has already ploughed more than $300 million into embattled coal generator, and has now promised more just six months after saying it wouldn't.

The post W.A. backflips on loss-making coal generator, promises more subsidies to keep plant open appeared first on Renew Economy.

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Renew Economy Wednesday, January 21, 2026 - 14:50 Source

Less than three years after launching its home battery product, Sigenergy has dominated the Australian market, becoming the biggest seller in 2025.

The post Sigenergy crowned top home battery supplier in Australia, trumping Tesla and Sungrow appeared first on Renew Economy.

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Renew Economy Wednesday, January 21, 2026 - 13:55 Source

The next-generation of solar technology could be cheaper, more efficient and a step closer to reality after advances by a team of Australian scientists.

The post Australian researchers say stacking PV cells may make solar ever cheaper and more efficient appeared first on Renew Economy.

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Renew Economy Wednesday, January 21, 2026 - 13:13 Source

Kaluza CEO Melissa Gander on the change in technologies, and energy thinking, that will deliver more value to consumers. Plus: News of the week, including solar recycling plan and home battery uptake.

The post Solar Insiders Podcast: Energy smarts for home batteries and EVs appeared first on Renew Economy.

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Renew Economy Wednesday, January 21, 2026 - 13:11 Source

andrew forrest turbine bango wind farmAs Australia's biggest utility stalls on the closure of the biggest coal plant, Andrew Forrest says he is charging towards real zero: "We’re not doing this to be heroic."

The post “We will break their grip:” As Origin stalls on Eraring, Andrew Forrest says fossil fuel industry can be beaten appeared first on Renew Economy.

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Renew Economy Wednesday, January 21, 2026 - 13:05 Source

Electricity bill small iStock-1344217094Energy retailers should be required to act in their customers’ best interests, rather than forcing consumers to constantly defend themselves against bad electricity plans.

The post The fundamental principles of the energy market are failing Australia’s households appeared first on Renew Economy.

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MacroBusiness Wednesday, January 21, 2026 - 13:00 Source

When DemosAU released its latest federal polling last week, it brought a deeply unwelcome set of news for an already struggling Coalition; they were now neck and neck with One Nation for primary vote, with both parties at 23%. The transformation of the nation’s polling landscape since the election is remarkable. One Nation has seen

The post LNP’s political suicide note appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 21, 2026 - 12:30 Source

Cotality has a rather hopeful press release. Momentum returns to the building sector The Cordell Construction Cost Index (CCCI) recorded a 1.0% increase in construction costs nationally over the December 2025 quarter, the strongest quarterly growth of the year. This marks a notable acceleration compared with the previous quarterly increases of 0.4%, 0.5%, and 0.6%,

The post Alboflation drives new home costs to the moon appeared first on MacroBusiness.

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