Macro

A boisterous start to the week here in Asia with almost all stock markets following the big night on Wall Street on Friday. This was despite growing macro ...

By Leith van Onselen. McGrath Limited has released its FH19 results, which delivered an 18% crash in revenue and a EBITDA loss of $2.5 million: McGrath ...

Via Domain: Two Australian Chinese-language papers have dedicated their front pages to an open letter backing billionaire Huang Xiangmo, whose permanent ...

By Leith van Onselen. Back in September, Fairfax's Ross Gittins penned an excellent article lamenting the neoliberal obsession with deregulation and ...

We've seen this before. The method is to find isolated property bulls and represent them as some kind of booming movement. Via the AFR, apparently looming ...

Australians are paying more for their gas than the Japanese again. Asian spot prices are today at approximately $9Gj. On the east coast of Australia they are ...

By Leith van Onselen. Last month, the Victorian Government called for a review of entry requirements into Australian universities after growing evidence had ...

Hedge Funds Play Tug-of-War With the Volatile Australian Dollar – Bloomberg; One Weird Trick for Avoiding Bad Chinese Bonds – Bloomberg; Brazilian mine ...

By Leith van Onselen. Consumer groups have lashed the mortgage broking industry for pretending to care about reform while vigorously lobbying politicians to ...

Via Martin North: Walk The World. 14K subscribers. Subscribe · Should I Buy Now? - Revisited. Watch later. Share. Info. Shopping. Tap to unmute. If playback ...

DXY softened a touch last night as EUR firmed: The Australian dollar was weak against DMs: But strong against EMs: Gold firmed: Oil too: Base metals are ...

A nice follow up today from Martin North to yesterday's Should I buy property now?: Walk The World. 14K subscribers. Subscribe · Should I Sell Now? - Revisited ...

By Leith van Onselen. The ABS yesterday released a report entitled Insights from the Australian Census and Temporary Entrants Integrated Dataset, 2016, ...

Where's the ever bullish Bloxo? Via HSBC: “While the [global] risks appear to have receded for now, this may be masking the growing risks from the second, ...

It shouldn't because he's talking nonsense. Via Bluenotes: The fall in Australian house prices in 2018 was the largest since the financial crisis. But the ...

By Leith van Onselen. MB has previously lambasted the immigration 'bait-and-switch' deployed by former Prime Minister John Howard whereby he slammed the ...

By Chris Becker. A big rally in shares on European markets overnight, followed by solid moves on Wall Street will ensure a robust session here in Asia on the ...

This time from the New York Times: “The orthodoxy amongst the Australian tech companies is to stay away from politics,” said Alan Jones, founder of M8 ...

Or, more to the point, DXY hits new highs as EUR and CNY sink: Driving the Australian dollar to new lows for this move: Against EMs it was mixed:.

Stock markets continued to rally in January and the start of February to recover most of the losses from late 2018, at the same time Australian government bonds ...

By Leith van Onselen. Independent economist Gerard Minack has released a report explaining why he thinks “a recession in Australia is becoming more likely”.

Independent candidate Zali Steggall is on track to replace former prime minister Tony Abbott as the federal member for Warringah, according to a ReachTEL poll ...

Worth noting today that McGrathmaggedon has passed through -88% today since its preposterous float: No news since the December update but the mortgage ...

Sentiment has recovered after a shaky start to the year. The previous survey in January had shown a sharp pull back, the Index dipping into pessimistic territory ...

The Aussie dollar did a round trip this morning as it misinterpreted today's data dump. The NAB business survey rebounded modestly which took the AUD higher ...

Via the AFR: The weaker LNG export market has “taken the top off” domestic gas prices in the eastern states but industrial buyers are still jostling for supplies ...

The former One Nation senator Brian Burston has denied allegations that he sexually harassed a staff member and retaliated against Pauline Hanson, his ...

By Leith van Onselen. While residents of Sydney and Melbourne are suffering from crush-loaded roads, trains, schools, hospitals, and prisons, as well as ...

By Leith van Onselen. I've noted previously how the New Zealand Labour Party's promise to “build 100,000 affordable homes across the country” is shaping up ...

The Morrison government has beefed up its border protection measures and will reopen the Christmas Island detention centre in anticipation of what it claims ...

In the annals of economic history the key change in the past two decades has been the return of depression economics worldwide. What does this mean?

This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of Australian growth and the potential impacts on the ...

By Leith van Onselen. With Australia's permanent migration program already an insane 180,000 in 2017-18 – more than double the level at the turn of the ...

The “miracle” Australian economy (with its famous run of 24 years without a recession) is an amalgam of pre-modern and post-modern industries with very little ...

The Hayne RC allows APRA/ASIC the flexibility it needs to continue to turn a blind eye if required. I'm not so sure we will continue to see a continued housing ...

Geez, mate, a poor look, via Domain: Experts believe Liberal MP Tim Wilson may have breached privacy laws by failing to tell hundreds of people who signed ...

Via The Australian: Former foreign minister Bob Carr has slammed the reasons authorities have given businessman Huang Xiangmo for cancelling his visa, ...

By Leith van Onselen. After spending years telling us that Australian housing was not a bubble and Australia's world-beating housing debt was “not a situation ...

Via Bill Evans at Westpac before today's SoMP downgrades: The RBA has started the year with a significant shift, lowering its growth outlook and acknowledging ...

DXY jumped last night as EUR crumbled: The Australian dollar was pole-axed against all DMs: And EMs: Gold fell: Oil firmed: Base metals flamed out:.

I don't publish it often but today is noteworthy as the ANZ weekly consumer confidence number tanked 3.4% to 114 continuing its downwards trend. From ANZ:.

Again great stuff from Damien Boey at Credit Suisse who has a much better grasp of the economy than does the lunatic RBA: By now, CPI, unemployment and ...

The banking royal commission findings appear to have delivered a political fillip to Labor, with the opposition extending its lead over the Coalition 55% to 45% ...

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy grew above trend in 2018, although it slowed in ...

“Anxiety increased most over the cost of living, and despite a healthy labour market, concerns over job security also climbed to its highest level since mid-2016.”.

It is my view that history is going to remember Donald Trump quite well. Sure, he's obnoxious and unorthodox but grand narratives don't recall the social details ...

The lunatic RBA doesn't want to cut interest rates. This is for two reasons that I can see: first, it thinks the Aussie economy is in good shape;; second, it would ...

Michael Maven explains the single concept that can help you be more successful in business and even lose weight.

Man, what a pack of muppets! The Shadow RBA: Forecast for 2019 Suggests Cash Rate Should Remain On Hold. Australia's economy has softened, with the ...

From SBS News: Bankers found guilty of serious corporate crimes could be jailed for up to 15 years and shonky corporations may face fines of up to $525 million ...

By Leith van Onselen. The Minerals Council of Australia (MCA) has attacked Labor's planned crackdown on labour hire companies, claiming it will reduce its ...

There it is! This is what we've been waiting for. Log in to Reply. kiwikaryn MEMBER February 7, 2019 at 9:40 am. I can only pray. This is probably the rise in ...

George Tharenou at UBS has finally joined MB: Recent data clearly shows that the pace of growth is slowing, with weakness in retail, car sales, resi & non-resi ...

Construction sectors: Apartment building (24.9 points trend) was the weakest performing sector, declining for a tenth consecutive month and at the sharpest rate ...

By Leith van Onselen. As the Australian economy ended 2018, it became clear that the Aussie jobs market has begun to lose momentum. This is perhaps best ...

By Leith van Onselen. NSW Labor Leader, Michael Daley, has launched another hypocritical attack over the rampant over-development across Sydney:.

Facility management (FM) services are services which an organization outsources to a vendor who takes responsibilities related to the operation and ...

Publishing Date : 18 February, 2019. Author : The macroeconomic outlook remains positive onto 2019 underpinned by the anticipation of sustained growth in the ...

Francois Trahan, who co-founded the boutique research firm Cornerstone Macro LLC in 2013, is suing the firm and his former partners, claiming they schemed ...

U.S. economic confidence is undergoing a reset from excess optimism. The U.S. labor market remains very tight. China reported record credit growth in January, ...

U.S. economic confidence is undergoing a reset from excess optimism. The U.S. labor market remains very tight. China reported record credit growth in January, ...

The benchmark indices continued to fall for the seventh straight day. This week, the benchmark indices lost 2.02 per cent, the worst weekly close since October ...

NEW YORK (Reuters) - Morgan Stanley's global head of macro trading in the bank's fixed income division is retiring, according to a memo seen by Reuters.

Lincoln's fourth quarter earnings were well below expectation at the operating line, and the company saw strength where a lot of industrial companies reported ...

Alpine Macro has announced that veteran financial market strategist Harvinder Kalirai has joined its team effective February 1st.

Highlights - Weak Q3 is a blip; improving macros, better rural policy support a positive - Animal feed segment stabilising post hiccups, margin to improve

Two of Asias biggest emerging economies will soon elect leaders, and wagers are already being placed on their currencies. The consensus: Indonesias rupiah ...

One thing is clear about the legacy of Brexit: Financial services will be spread across Europe, with no one city again dominating the financial arena as London ...

Gold as an investment avenue will remain very much in the reckoning, with market participants cognizant of the fact that global macro numbers are turning soft, ...

LONDON, Feb 18 (Reuters) - British businesses plan to raise basic wages by the most in at least seven years, due to recruitment difficulties and a need to keep ...

Vice President Dr Mahamudu Bawumia on Tuesday gave the assurance that Government was committed to building a stronger partnership with the German ...

Volatility may continue due to lack of positive triggers in the domestic market while rising oil prices will impact domestic macros in the near term, Vinod Nair of ...

"I bought my first stock in, probably, April of 1942 when I was 11...World War II didn't look so good at that time," Warren Buffett recounted at one of his annual ...

Padalkar also mentioned about seeing some headwinds backed by macro events.

The trade war between Washington and Beijing, coupled with the impacts of January's government shutdown, threaten to slow the US economic juggernaut.

MACRO Consulting Group purchased a new stake in Twilio Inc (NYSE:TWLO) during the 4th quarter, according to the company in its most recent disclosure with ...

Dear Editor, This letter seeks to highlight a particular observation of a small area of Cuba's macroeconomic disposition. In recent years, private individuals were ...

As the Federal Reserve makes patience its new watchword against a backdrop of swirling economic concerns, corporate bonds rated investment-grade will ...

Spokesperson for the Vice President of the Republic of Ghana, Dr. Gideon Boako, believes irrespective of the current downward spiral of the cedi, against some ...

Highlights: - Decline in volume and realisation led to decline in topline - M&HCV segment continues to remain weak - Operating margin maintained above 10 ...

European shares dipped on Wednesday morning as a new batch of corporate updates prompted *fresh* concerns, particularly on the tech sector, and added to ...

United Parcel *Service* is the world's largest package delivery company with its entrenched infrastructure and low costs providing a competitive advantage.

EWA is a good option for investors to gain exposure to Australian equities and local market drivers. Moderate economic growth expected around 3.5% through ...

DUBLIN--(BUSINESS WIRE)--The "The US Skincare Market: Size, Trends & Forecasts (2019-2023)" report has been added to ResearchAndMarkets.com's ...

NEW YORK -- As Wall Street braces for the first quarterly decline in earnings in nearly 3 years, some investors are wondering if the market is factoring in a bigger ...

Amid market volatility and weak demand outlook, the stock has corrected quite significantly, thereby making valuations attractive and offering investors a great ...

By Arra B. Francia Reporter. LOCAL SHARES may firm up in the days ahead following the weakness that prevailed last week, as investors await the release of ...

GDP growth revisions, especially those reversing the direction, seriously undermine the appropriateness of Indian macroeconomic policies.

XPO earnings call for the period ending December 31, 2018.

DUBLIN--(BUSINESS WIRE)--The "Country Profile: Wine in Australia" report has been added to ResearchAndMarkets.com's offering. The Australian wine sector ...

India Business News: Mumbai, Feb 12 () The BSE Sensex dropped over 200 points, ending in the negative terrain for the fourth straight session Tuesday, ...

Feb 18 (Reuters) -. For other diaries, please see: Top Economic Events. Emerging Markets Economic Events. Government Debt Auctions. Political and General ...

According to the latest data, investors are looking at Banco Macro S.A. (NYSE:BMA)'s short data and trying to figure out market sentiment on which way the ...

Coca-Cola's Q4 2018 earnings were sad, and so was its outlook for 2019 is sadder because of macroeconomics, but rival PepsiCo isn't pressured by the same.

Cisco Systems Inc. is eliciting cheers from analysts on Thursday, after the company quelled doubts with its latest earnings report.

Looking for a macro derivatives trading or funding job on Wall Street? Credit Agricole has been hiring. Insiders at the French bank say it's building up a fixed ...

Ken Griffin's Citadel hired two veteran portfolio managers from Moore Capital Management.

Investors often have to decide how aggressive they are going to be in the stock market. Having the mindset of getting rich quick may result in the rapid loss of.

It's helpful to acknowledge that 90% of the wealth/income/savings and nearly 90% of global energy is consumed by the high and upper middle income nations of ...

Restaurant megachains already have a lot on their plate: The industry is too crowded and their menus and supply chains need an overhaul as consumers opt for ...