The Reserve Bank of Australia’s (RBA) aggressive interest rate hikes have done precisely what they were designed to: smash ...

Michael Hartnett at BofA with another terrific note. Zeitgeist: “20-year corporate bonds now yielding 6.3%…you would think ...

Long gone GS US Equity Sentiment Indicator of investor positioning has crashed all the way back to zero. Source: Goldman 2 – ...

My god, the fake left has no idea what it is doing. Worse than that, it is so lost ideologically and economically that it is ...

The migrants are still pouring in, and the housing shortage is getting worse, but, as they say, “you can’t leverage rents” so affordability is a real constraint. Thus the rent shock has run into a ...

MB has demanded East Coast gas reservation, painstakingly describing why it is necessary no matter what side of politics or ...

The Chinese depression is proving to be a real barnstormer. When you can write your own GDP numbers, then why not? Quarterly ...

It is amusing to watch, in the usual dark way, how China keeps promising to decarbonise steel while in actuality pumping ever ...

Australia’s economy is on public sector life support. The overwhelming majority (87%) of jobs created over the past two years ...

Aussie inflation is beaten. The RBA should and likely will cut rates in February. Timely monthly core measures are in free fall. Headline is even better. Business surveys are smashed. Inflation ...

AUD barely hanging on to COVID lows. CNY got nuthin’ from GDP lies. Oil is overbought. Gold is getting flirty. At this level of shorts, it becomes quite difficult for the market to drive AUD ...