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Inflation spike kills rate cut hopes

October 29, 2025 - 11:46 -- Admin

The likelihood of a near-term rate cut has been shattered with Wednesday’s Q3 CPI release from the Australian Bureau of Statistics (ABS). The policy-relevant trimmed mean inflation spiked by 1.0% in Q3, well above the median economists’ forecast of a 0.8% rise. This took the annual trimmed mean CPI to 3.0% – the very top

Will Waymo run down the Australian economy?

October 29, 2025 - 11:00 -- Admin

Here it is comes! Waymo is talking to local regulators about trialling the company’s self-driving taxis in Australia, as the autonomous vehicle company begins lobbying governments around the country. Owned by Google’s parent company Alphabet, Waymo describes itself as the “world’s first autonomous ride-hailing service” and says its vehicles have completed 10 million driverless rides

Australia the world leader in loading households with debt

October 29, 2025 - 10:00 -- Admin

Australia is the world’s leader in creating products and policies that load households with debt. This year, we have seen the federal Labor government introduce its 5% deposit scheme for first home buyers as well as exclude student debts from loan servicing calculations. We have also seen Australian lenders announce new stimulatory mortgage products, including 40-year

Punters drive stock markets mad

October 29, 2025 - 09:30 -- Admin

It’s a new paradigm for stocks! The Market Ear. Retail buying still relentless 1.October, September, and August 2025 mark the biggest monthly retail buy imbalances since 2019, with September hitting a record ~$3bn in a single day. 2. Since the S&P 500’s April 8th low, retail traders have poured in roughly $292bn, more than any

Macro Morning

October 29, 2025 - 09:00 -- Admin

Wall Street rallied again overnight on the continued potential US-China trade deal as risk markets pivot towards the expected rate cut from the Federal Reserve this week. The USD pulled back against some of the majors, particularly against the burgeoning Canadian Loonie as PM Mark Carney continues his Operation “Reach Around” while Euro range traded

Australia’s residential land bubble swells

October 29, 2025 - 00:05 -- Admin

The Australian Bureau of Statistics (ABS) has released its annual national accounts for the 2024-25 financial year, which includes extensive data on land values. Land values underpinning the Australian housing market increased by 7.0% during the 2024-25 financial year. In 2024-25, Australia’s land was valued at $9.8 trillion, with residential land accounting for 85% ($8.3

Macro Afternoon

October 28, 2025 - 16:30 -- Admin

A few wobbles across Asian share markets with the catalyst of another potential rare earth trade deal between the Trump regime and Japan helped Yen strengthen against USD. The fallout from Friday’s not so firm US CPI print is keeping the USD down against most of the majors as expectation of a cut from the

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