Blogotariat

Chris Joye, a portfolio manager with Coolabah Capital, recently wrote an article in the Australian Financial Review arguing that the expansion of government spending was placing upward pressure on inflation and, by extension, interest rates. “At the federal level, the annualised monthly trend budget deficit has deteriorated rapidly from $12 billion in December 2024 to

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by David Llewelyn-Smith of MacroBusiness to examine the latest slide in the U.S. dollar—unpacking whether this is just a short-term pullback or an early sign the broader USD tide is turning, and what a sustained shift could mean for global markets and

Leadership resides in what is learned when ambition meets complexity, when syste

Do we need LNG import termimals? In a common-sense world, we clearly don’t need them. We’ve got plenty of cheap gas at home. So, why are we still debating them? Gas producers in the south-east are voicing strong concerns about the plan to give the Australian Energy Market Operator the ability to underwrite new supply

The post Albo stuffs up gas again appeared first on MacroBusiness.

I noted on Wednesday that Australia is facing surging energy demand driven by a combination of extreme population growth and the build-out of data centres driven by AI, cloud, and hyperscale investment. First, Australia’s population is officially projected by the Centre for Population to balloon by 13.4 million people (nearly 50%) by 2065–66, adding roughly

The post South Australia’s energy warning for the nation appeared first on MacroBusiness.

The ferrous jaws must close! SMM wraps it nicely. Today, iron ore futures were in the doldrums. Traders quoted actively, while steel mills purchased as needed and inquired cautiously, resulting in a slightly subdued overall trading atmosphere. This week’s SMM pig iron production survey showed that China’s average daily hot metal output reached 2.3492 million

The post Iron ore needs lower prices appeared first on MacroBusiness.

Commentators ideologically opposed to renewables have sat in their dens in the recent heatwaves waiting for the grid to fail. It didn’t.

The post The most important power station in the nation is no longer a distant coal plant – it’s on our rooftops appeared first on Renew Economy.

Nothing much to move markets overnight except a looming war in Iran and a pause in the continued structural decline of the USD with both the Fed and Bank of Canada holding interest rates with ECB officials broadcasting a similar sentiment. A small bounceback in USD wasa not across the board however as the Australian

The post Macro Morning appeared first on MacroBusiness.

In a recent poll conducted by Ipsos for ITV News in the U.K., over 2,000 Britons were surveyed on their attitudes toward current levels of migration, among other things. What it found amongst those who had an opinion was that high migration is opposed by a majority of Britons, not only among white Britons but

The post Ethnic minority groups oppose high migration appeared first on MacroBusiness.

Ben was joined by George Hasanakos from pollster DemosAU to discuss the surge in support for One Nation, which has pushed them ahead of the combined Liberal-National vote in a number of polls, as well as the split in the Liberal-National coalition. They discuss how these two trends impact on how polls are conducted.

This podcast was recorded before the publication of polls by YouGov and Essential that continued the continuing trend.

THE SPEECH BY MARK CARNEY IN DAVOS WAS AN EYE OPENER ON WHAT THE DECEIT OF THE WEST HAS BEEN — AND A CON-JOB ON WHAT THE FUTURE SHOULD BE... IT HAS BEEN EXTRAODINARILY WELL RECEIVED AROUND THE WESTERN COUNTRIES AS A "MEA CULPA"... IT IS FAR FROM IT.

The biggest isolated grid in Australia, and the world, hits a remarkable wind and solar peak share of 91 pct, and as its big batteries displace coal and gas in evening peaks.

The post World’s biggest isolated grid sets remarkable wind and solar peak of 91.1 pct, as batteries displace coal and gas appeared first on Renew Economy.

Record renewables and storage, falling prices and emissions, lowest coal and plunging gas delivers much needed boost for federal government's energy transition.

The post “Landmark moment:” Prices plunge as renewables supply half of grid, batteries surge and coal hits new low appeared first on Renew Economy.