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Articles from MacroBusiness

Australia following South Korea’s path to national ruin?

June 26, 2025 - 11:30 -- Admin

If there is one country that has come to embody the absolute failure of developed world policymakers to address existential economic and social issues, it is South Korea. Despite it’s status as one of the most technologically advanced economies in the world and one of only a relative handful to reach developed world status outside

Robots buy, buy, buy

June 26, 2025 - 11:00 -- Admin

The Market Ear on the melt-up. Buy signal up here? NDX just put in the golden cross. Golden crosses over the past years were followed by big melt up phases… Source: LSEG Workspace Not enough McElligott sums it up well: “There’s simply not enough “Net” leverage / Beta -“on” and returns have under captured the

All signs point to falling inflation and interest rates

June 26, 2025 - 10:00 -- Admin

Inflation is falling across the advanced world. As a result, monetary policy is easing globally, as illustrated below by Justin Fabo from Antipodean Macro: As shown above, the decline in official interest rates has lagged other advanced nations. The recent local data shows that inflationary pressures in Australia are rapidly easing. Wednesday’s monthly inflation indicator

Macro Morning

June 26, 2025 - 09:00 -- Admin

Wall Street struggled to find a reason to continue the post “Mission Accomplised” Iranian strike rally with European shares slumping despite a commitment of more military spending at NATO. Softer home sales in the US and a very cautious Federal Reserve Chair saw the USD sold off yet again, with almost all the undollars picking

Australia’s forever rental crisis

June 26, 2025 - 08:00 -- Admin

With the release of the latest rental vacancy rate figures from SQM Research, it was revealed that, at a national aggregate level, zero progress had been made in addressing the nation’s rental crisis over the last 12 months. While SQM’s rental vacancy rates are not seasonally adjusted, a comparison of the same month in the

Australia’s housing shell game

June 26, 2025 - 00:05 -- Admin

In handing down Western Australia’s latest budget last week, WA Treasurer Rita Saffioti announced $1.4 billion worth of measures aimed at addressing issues in the WA housing market. With the Western Australian housing market seeing rapidly rising prices and a dire lack of rental housing, Committee for Economic Development of Australia (CEDA) chief economist Cassandra

Macro Afternoon

June 25, 2025 - 16:30 -- Admin

Equity markets in Asia are somewhat bullish although the latest softish CPI print kept Australian stocks and the dollar steady, despite further calls of cuts from the RBA. The USD is trying to clawback lost ground but its really all about the Yen at the moment as the BOJ indicates some hawkish positioning around their

RBA set to rain interest rate cuts

June 25, 2025 - 14:43 -- Admin

Following a wave of softer-than-expected data and the dovish May RBA decision, CBA has revised its expectations for interest rate cuts forward. “We now expect the RBA to cut the cash rate by 25bp to 3.60% at its 7-8 July meeting”, CBA senior economist Belinda Allen wrote. “And a follow up 25bp rate cut in

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