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Renew Economy Thursday, January 12, 2023 - 12:27 Source

Tindo Solar plant

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MacroBusiness Thursday, January 12, 2023 - 12:05 Source

The turn of the year is when strategists and forecasts from around the globe look to their crystal balls and prognosticate on the likely events for 2023. This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes. Agenda:

The post MB Fund Podcast: What’s in store for 2023 markets? appeared first on MacroBusiness.

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MacroBusiness Thursday, January 12, 2023 - 12:00 Source

When the boffins at Martin Place get back from their extended holiday next month, the February RBA rate rise could be a hot one! Yesterday we saw the release of retail sales for November, which rose more than 1.4%, way ahead of the 0.6% that had been expected, with lots of upwards revisions to previous

The post Australian dollar lifts on domestic inflation but is it enough? appeared first on MacroBusiness.

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Renew Economy Thursday, January 12, 2023 - 11:47 Source

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MacroBusiness Thursday, January 12, 2023 - 11:30 Source

He would say that, right? Prominent fixed-income manager Jeffrey Gundlach said investors trying to figure out how the interest-rate situation will play out should pay attention to the bond market rather than the Federal Reserve. “My 40 plus years of experience in finance strongly recommends that investors should look at what the market says over

The post Gundlach: Grab bonds with both hands appeared first on MacroBusiness.

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MacroBusiness Thursday, January 12, 2023 - 11:00 Source

In their submission to the Albanese Government’s immigration review, the AiGroup demanded that the Temporary Skilled Migrant Income Threshold (TSMIT) only be increased to $63,000, which is $22,000 below the median full-time Australian wage of $85,000, which is dragged down by unskilled workers. The Australian Chamber of Commerce and Industry (ACCI) also recently nominated a

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MacroBusiness Thursday, January 12, 2023 - 10:30 Source

Australian dwelling values have just recorded their largest and fastest fall on record, according to CoreLogic: This record price decline has been primarily driven by the Reserve Bank of Australia’s (RBA) ultra-aggressive monetary tightening, which drove the official cash rate up by 3.0% in only seven calendar months, nearly doubling variable mortgage rates: There is

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Renew Economy Thursday, January 12, 2023 - 10:25 Source

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MacroBusiness Thursday, January 12, 2023 - 10:00 Source

A series of charts from The Daily Shot shows why markets are so dovish on tomorrow’s US CPI print. Australia is 1-2 quarters behind. 1. The NFIB small business index surprised to the downside in December. • CapEx plans are trending lower. • Hiring plans sank further. • Fewer firms had trouble filling job openings. • The percentage of

The post US inflation is crashing appeared first on MacroBusiness.

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MacroBusiness Thursday, January 12, 2023 - 09:30 Source

Wall Street was able to continues its bounceback overnight as risk markets want to hope and pray that tonight’s US CPI print will actually show inflation slowing and force the Fed’s hand to stop its rate rise agenda. The USD was again basically unchanged against the majors with Euro lifting slightly as the Australian dollar

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Thursday, January 12, 2023 - 09:00 Source

I have never understood the Sun Cable business model. Why send so much solar power so far at such an enormous cost in capex and energy waste, when it can be directed inwards at a fraction of the cost and still make excellent profits? Moreover, if decarbonisation is the goal then it will do a

The post Buy Sun Cable to decarbonise Australia in four years appeared first on MacroBusiness.

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The Australian Independent Media Network Thursday, January 12, 2023 - 08:49 Source

“It’s a sad story and it wasn’t of much interest to me.” George Pell on the abuse of children by Gerald Risdale. When John Howard was asked about the detention of David Hicks at Guantanamo Bay without charges for over five years, he expressed the view that the presumption of innocence doesn’t matter because “we…

The post Pell: A Sad Story That Doesn’t Interest Me Much… appeared first on The AIM Network.

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Your Democracy Thursday, January 12, 2023 - 07:57 Source

A former US intelligence official has confirmed that the shambolic Maidan remix staged in Brasilia on 8 January was a CIA operation, and linked it to the recent attempts at color revolution in Iran.

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Your Democracy Thursday, January 12, 2023 - 06:40 Source

Even though one has become accustomed to seeing the United States government behaving irrationally on an epic scale with no concern for what happens to the average citizen who is not a member of one of the freak show constituencies of the Democratic Party, it is still possible to be surprised or even shocked.

 

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Cheeseburger Gothic Thursday, January 12, 2023 - 06:31 Source

I’m not sure how legit this is, but I had the Texas breakfast at this cafe in Singapore called Wild Honey, which offered all the breakfasts of the world. (No avo toast, sniff, so a black mark there).

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Your Democracy Thursday, January 12, 2023 - 06:20 Source

Ukrainian President Volodymyr Zelensky made an appearance via video at the Golden Globes on Tuesday night where he promised that his country would be victorious against Russian aggression.

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MacroBusiness Thursday, January 12, 2023 - 00:05 Source

On Tuesday, CoreLogic released its quarterly rental market report, which recorded the highest annual rental growth on record (i.e. 10.2% nationally) on the back of a near record tight vacancy rate: Separate CoreLogic data also showed that the number of homes listed for rent across Australia’s capital cities has plunged to a record low: Now

The post Australia’s rental market begins 2023 in crisis appeared first on MacroBusiness.

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MacroBusiness Thursday, January 12, 2023 - 00:01 Source

Global Macro / Markets / Investing: Murdochs face first big test of $39b News and Fox merger – AFR China’s iron ore cartel to wipe out extreme prices – AFR Americas: $1.5 million painting and 17th century clock among items destroyed by Brazilian insurrectionists – NyNews (thugs are thugs) Haiti left with no elected government

The post Links 12 January 2023 appeared first on MacroBusiness.

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Renew Economy Wednesday, January 11, 2023 - 21:29 Source

Australian company par

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Renew Economy Wednesday, January 11, 2023 - 21:06 Source

floating wind turbine WWW

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Your Democracy Wednesday, January 11, 2023 - 17:28 Source

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MacroBusiness Wednesday, January 11, 2023 - 16:30 Source

A solid session on Asian stock markets following the bounceback on Wall Street overnight as risk markets continue to second guess the Fed’s rate rise agenda in 2023 with the next US inflation dataset coming tomorrow night. The USD hasn’t moved strongly against any of the majors but the Australian dollar saw a blip higher

The post Macro Afternoon appeared first on MacroBusiness.

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Your Democracy Wednesday, January 11, 2023 - 16:05 Source

The unprecedented sanctions introduced against Russian individuals since the beginning of Moscow’s military operation in Ukraine have drastically impacted the list of Russia’s wealthiest people, according to the latest estimates by Forbes.

Moreover, data tracked by the magazine shows that those remaining at the top of the country’s rich list saw their fortunes dwindling.

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Your Democracy Wednesday, January 11, 2023 - 15:27 Source

There always have been and always will be clashes and tensions between different civilisations. In the words of an old Tom Lehrer song, National Brotherhood Week:

The Protestants hate the Catholics,The Catholics hate the Protestants,The Muslims hate the Hindus,The Hindus hate the Muslims,And everybody hates the Jews.

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Renew Economy Wednesday, January 11, 2023 - 14:24 Source

sun cable 5b solar northern territory optimised

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Renew Economy Wednesday, January 11, 2023 - 14:06 Source

offshore floating solar

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MacroBusiness Wednesday, January 11, 2023 - 14:00 Source

On Tuesday night, I gave a wide-ranging interview on Australia’s rental crisis on Radio 2GB. The interview begins at 1:46.15 and discusses the latest rental market data and why the rental market will deteriorate over 2023 as immigration soars to record levels. We also discuss the vested interests driving the immigration deluge alongside the willful

The post LVO talks rental crisis and immigration on Radio 2GB appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 11, 2023 - 13:30 Source

The Australian dollar has been stuck against the 69 handle versus USD several times before and is now banging up against that level without success as we await the next CPI print from the Land of the Free (*conditions apply). Overnight it again rejected resistance at that level, after last week zooming higher off the

The post Australian dollar unsteady as US CPI print awaits appeared first on MacroBusiness.

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MacroBusiness Wednesday, January 11, 2023 - 13:00 Source

CoreLogic with the report.  Rents nationally increased 10.2% in 2022, a record high for annual rent growth New rental listings hit 10-month high and vacancy rates ease, albeit slightly Canberra was the only capital city where dwelling rents declined in Q4 As Australia’s rental market continues to tighten to record levels, the pace of rental

The post Some easing rental pressures appeared first on MacroBusiness.

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Renew Economy Wednesday, January 11, 2023 - 12:50 Source

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