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Articles from MacroBusiness

Macro Morning

July 31, 2025 - 09:00 -- Admin

  Wall Street failed to make new highs overnight as the Federal Reserve held fire on any interest rate cuts with European shares rallying instead as the USD soared to new heights against the major currency pairs. The Trump regime has seen major trade deals with Brazil and India fail due to more bullying from

Macro Afternoon

July 30, 2025 - 16:30 -- Admin

Asian share markets are generally weaker across the board as risk markets try to absorb the impact of the latest trade “deal” from the Trump regime while also anticipating some pretty big macro and economic releases in the coming session.  Wall Street is the only light of hope for the bubble boys although we have

Do hedge now

July 30, 2025 - 14:00 -- Admin

Via the always excellent Charlie McElligott at Nomura. From Left-Tail To Risk-Tail… 1). The “Trump Collar” helped to compress then collapse realized Volatility off the most extremely 100%ile levels April / May, as the market reconditioned to his reaction function (selling the call at the highs with emboldened tariff rhetoric, but long the put into

Albo aims for energy trinity of doom

July 30, 2025 - 13:30 -- Admin

As we know, Australia’s East Coast already has a suite of secretly subsidised coal power stations in NSW, VIC and QLD to go alongside heavily subsidised renewables. The reason for this is that the “duck curve” of renewable energy, which makes power super cheap during the day, then expensive in the evening, does not work

More proof high immigration harms productivity

July 30, 2025 - 12:30 -- Admin

Outfits like the Grattan Institute argue that Australia needs to maintain a high immigration policy to maximise productivity growth. Their analysis consistently overlooks the empirical evidence showing that Australia’s productivity growth declined as immigration surged. Australia has experienced the strongest population growth in the advanced world this century, yet its productivity performance has been abysmal.

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