Goldman asks the question in less obnoxious terms. China’s export rise is historically exceptional. From 2000 to 2025, China’s share ofn global nominal goods exports increased from 4% to 15%, ...

I explained on Monday why Australia’s inflation problem is primarily domestically driven, in response to Treasurer Jim Chalmers’ claim that the war in the Middle East, not excessive government ...

Most fanfare and concern have focused on the sharp decline in Australian dwelling values, which have fallen 6.8% from their April peak across the five major capital city markets. At the current rate ...

One Nation released an analysis showing that its promised 766,000 cuts to temporary migrant numbers back to 2017 levels would lower rents by $54 a week, or $2,818 a year. One Nation calculates that ...

War headlines today. Iran says Hormuz flows have been choked off in the last few days. Trump says Iran “wiped out”. Houthis strangle Taiz. Brent is hovering just above $100 a barrel. Dated just under ...

A little over a year ago, One Nation was polling in the same range that it had been for years, in the low to mid single digits at a federal level, only marginally removed from the 6.4% of the vote ...

The federal government and renewable energy advocates continually argue that renewables are the cheapest energy source. The ...

We now have the immigration policies (“cuts”) from Labor, the Coalition, and One Nation, which all miss one vital ingredient to ensure that cuts to net overseas migration (NOM) are enduring. Below is ...

Victoria’s Suburban Rail Loop (SRL) must win the award for Australia’s worst-ever transport infrastructure project. Former Premier Daniel Andrews announced the project on the eve of the 2018 state ...

You can’t tell from the headline index but iron nore is now falling at good clip/ The key is to adjust for abnormal shipping rates. We are now sitting at about $85. My latest Simandou model has a flow ...

DXY and EUR, overbought and oversold, have finally reversed. AUD is following. Oil and gold are stalled. Metals are fine. Miners too. EM stocks look more bullish. The junk crash has paused. Even the ...

I explained on Monday why Australia’s inflation problem is primarily domestically driven, in response to Treasurer Jim Chalmers’ claims that the war in the Middle East, not excessive government ...