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Articles from MacroBusiness

America’s taxpayer funded jobs boom

July 11, 2025 - 12:00 -- Admin

With the release of the latest U.S. employment figures last week, a still relatively robust American labour market in aggregate was revealed. In the minutes and hours that followed, analysts began to put together the pieces as to why it had remained so strong: non-market job creation. For those perhaps not familiar with the term,

Here comes the next Chinese yawnulus

July 11, 2025 - 11:00 -- Admin

Chinese inflation is sinking again. The CPI is stalled while the PPI gallops backwards. CPI: +0.1% yoy (+1.9% mom annualised*) in June vs. GS: -0.1% yoy, Bloomberg consensus: -0.1% yoy; May: -0.1% yoy (+0.5% mom annualised*). Food: -0.3% yoy in June (+6.2% mom annualised*) vs. -0.4% yoy in May. Non-food: +0.1% yoy in June (+1.1%

Not your grandfather’s housing boom

July 11, 2025 - 10:30 -- Admin

When Cotality starts talking about specific suburbs, you know the boom is not here yet. Almost 45% of all suburbs across Australia are now at a record high in value, according to Cotality’s latest Housing Chart Pack. The suburb-level analysis reveals the broad-based nature of the current housing upswing, with values across 44.8% of the 3,722 suburbs

Stocks only go down

July 11, 2025 - 10:00 -- Admin

The Market Ear on crushed volatility. The rocket fuel is running out. Kill volatility The race to reset VIX and MOVE has been strong, but don’t forget volatility is a mean reverting asset. Source: LSEG Workspace Natural floor Using options for directional plays is attractive again… irrespective if you are bullish or bearish. VIX at

Macro Morning

July 11, 2025 - 09:00 -- Admin

New record highs for Wall Street and Bitcoin as the latest US weekly initial jobless numbers weren’t as high as expected, giving USD another lift against most of the undollars. However, the Australian dollar rallied on more Chinese stimulus speculation while Lots of auctions in the US Treasury market saw 10 year yields dip lower

Macro Afternoon

July 10, 2025 - 16:00 -- Admin

Most Asian share markets are mixed despite a solid lead from Wall Street overnight, with local stocks taking back their recent losses despite the constant bullying from the Trump regime’s tariffs on pharmaceuticals. There’s more tariff announcements and letter printing on the way, but of course we still await the TACO trade. Oil markets are

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