Blogotariat

From the Market Ear: Got commodities? “Trump runs it hot, oil bounces post Russia-Ukraine fix, China keeps yuan cheap, soon all the commodity charts will look like gold…” (BofA) Energy XLE has been stuck inside the same range since March 2022. Things could get very squeezy should we take out current range highs. The 30

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China now dominates in every technology that defines the modern world.

A eureka moment in the pub could help transform our understanding of the ground beneath our feet.

By George Monbiot, published in the Guardian 5th December 2025

It felt like walking up a mountain during a temperature inversion. You struggle through fog so dense you can scarcely see where you’re going. Suddenly, you break through the top of the cloud, and the world is laid out before you. It was that rare and remarkable thing: a eureka moment.

By Trent Saunders, Senior Economist at CBA The Q3 25 GDP figures pointed to an economy on a much more solid footing when compared to the last few years. GDP improved to be 2.1% higher over the year, up from a low of 0.8%/yr in Q3 24. The October Monthly Household Spending Indicator (MHSI) rose

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The largest fully operating battery on Australia's main grid has been officially opened on budget, with the $1.2 billion project delivered on time and budget.

From a firm’s perspective, the emergence of a new technology wave is a new opportunity to generate a financial return. The question is precisely how. That topic remains as salient today, in the era of artificial intelligence, as it was when firms first encountered smartphones, the commercial internet, and personal computers.

Before we fully embrace this new era, let me suggest that we review lessons from the most recent era of technology adoption. In particular, let’s focus on consumer computer technologies (CCTs) – the mix of the mobile ecosystem and the widely used internet, enhanced by Web 2.0.

A “just peace” between Russia and Ukraine is only possible if the sides agree to halt the fighting along the current front lines and then move on to talks, Ukraine’s top military commander, Aleksandr Syrsky, has said. Moscow has argued that a pause would only benefit Kiev and allow it to regroup its battered army.

Ireland, Spain, the Netherlands and Slovenia will boycott the 2026 Eurovision Song Contest, after it was decided Israel could compete. 

They were among a number of countries who had called for Israel to be excluded over the war in Gaza and accusations of unfair voting practices.

The International Olympic Committee on Friday announced that athletes from Russia will once more be allowed to compete at the 2026 Winter Olympics under a neutral banner if they meet strict conditions.

"The Executive Board will take the exact same approach that was done in Paris," said IOC president Kirsty Coventry, referring to last year's Olympics where Russian athletes could only take part under a neutral flag and in individual events.

Protesters have forced their way into COP30 while California Governor Gavin Newsom has hit out at the Trump administration for failing to send representation.

IEEFA wants Albo to waste another $1bn on green iron. As Australia pours $1 billion into its Green Iron Investment Fund, it can learn important lessons from the US and EU, where several low-emissions steel projects backed by capital grants were subsequently cancelled or delayed.  Projects with a “gas first, green hydrogen later” approach struggled,

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China printed a bit of inflation in October, but it was pretty obviously seasonal. There is bugger all momentum in prices. The PPI was worse, though it also fell over the line in the month.   Anti-involution has dented deflation but it is temporary. Bloomberg has some great charts on the great deflation. Rise of

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