Macro

Asian share markets are literally treading water while currencies are the only movers as traders try to find their feet at the start of the trading week. There was a ...

I reckon AVEO would have some nice self important, self entitled people earning 200k plus – somewhere up the right end of the management chain. And theyd ...

Overview Economic growth has slowed in Australia. But looking at the economy from a public/private sector perspective shows a marked difference in what has ...

Second-Quarter 2019 Housing Forecast Report. The May CoreLogic Hedonic Home Value Index results show the national housing market continuing its ...

The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in May – three of our four tactical funds ...

DXY fell hard Friday night. EUR jumped, CNY fell: The Australian dollar was firm: Despite the bounce, the market actually got more short AUD last week at -65k ...

It's been like a warm blanket settling over markets for the past few weeks as the Lunatic RBA finally began to talk down the AUD. But it's back to regular ...

Prime Minister Scott Morrison has vowed to slash government red tape to unlock investment and opened the door to industrial relations reform, challenging ...

In MB's 2018 Christmas special report, entitled “The Great Australian Housing Crash”, we anticipated a “strong probability” of a housing “crash” for Sydney and ...

Last week I noted the campaign to get Santos' Narrabri gas project off the ground owing to its importance as a foil for the Centre Alliance push for gas ...

There is no other way to put it than a complete sellout. The AFR is piling on the pressure: Senior Labor figures are leaning towards waving through the Morrison ...

Federal Treasury conducted a business liaison program in February and March, the findings of which were used to inform the Budget. A number of submissions ...

The RBA seems to be in a hurry to get the cash rate lower. Following this week's RBA Minutes and a speech by Governor Lowe, we have brought forward the ...

I don't mind a bit of hope. But that's different to the complete rot that the CSIRO pumped out today: The Australian National Outlook is a new initiative by CSIRO, ...

DXY was soft last night, EUR and CNY stable: The Australian dollar firmed a little against DXY is still toast elsewhere: Gold broke out: Oil was soft: Metals too:.

By Chris Becker. A big night on risk markets with stocks breaking out of their funk on Wall Street, helped along by the notion that Trump maybe visiting the ...

Honestly, our regulators are the biggest pack of no-hopers, via the AFR: The psychologist inserted by the corporate regulator into boardroom discussions of ...

By Leith van Onselen. The federal Treasury's deputy secretary Meghan Quinn says Australian resources companies have been more effective in the use of new ...

For the FOMC, “uncertainties” now dominate. At the June meeting, the FOMC's stance on monetary policy shifted materially. While their core view of the economy ...

By Leith van Onselen. Last month, the NBN reported that it “continues to bleed” cash as revenue targets remain elusive: In its third-quarter results, released on ...

Flash PMI data for June signalled a further pick up in growth momentum across the Australian private sector. Output and new business both expanded at the ...

By Leith van Onselen. Labor's frontbench will meet on 24 June, amid growing pressure from within the party's ranks to back the federal government's full income ...

So, is an Aussie gold miner a good punt right now? A good miner offers terrific leverage to the price. There is a good argument for it: trade wards are blowing ...

Given the intense focus on Australia's housing markets at the moment and in light of our recent commentary around the best way to interpret auction market ...

By Leith van Onselen. Fairfax's senior business columnist, Stephen Bartholomeusz, believes that recent earnings downgrades at Target, Kmart and Wesfarmers ...

Over the last two weeks, I have been visiting institutional investors, real money managers, and hedge funds in Europe and London. There has been ...

Members commenced their discussion by noting that the data on the global economy released since the previous meeting had been mixed. GDP growth ...

The DXY bull returned Friday night as CNY and EUR sank: The Australian dollar is breaking down to multi-year lows against all three major developed ...

By Leith van Onselen. The Australian Bureau of Statistics (ABS) has released its Australian Demographic Statistics for the December quarter of 2018, which ...

DXY was steady last night: The Australian dollar is in free fall versus all major developed economy currencies: And emerging market currencies to boot:.

In all the years following the CoreLogic daily dwelling values index, I can't remember ever seeing wall-to-wall falls across all major markets on a daily, quarterly ...

Not that you'd know it from the LNP cheer squad: The government is piling pressure on Anthony Albanese to pass its full tax cut agenda when parliament ...

DXY rebounded strongly overnight. EUR eased and CNY was belted: The Australian dollar was clubbed across the board: Gold sank: Oil too: Metals were better:.

... • The six month annualised growth rate in the Westpac– Melbourne Institute Leading Index, which indicates the likely pace of economic activity relative to trend ...

Major Chinese parcel and courier companies reported strong revenue growth continuing from the first quarter into May, despite a worsening economic outlook ...

I write this piece as one of the lucky apartment owners. Lucky not because I managed to break into the apartment market, but because I survived it financially ...

Yesterday, Australia's mainstream media was buzzing with the news that seven of Australia's universities are ranked in the top 100 universities globally.

Brazilian miner Vale SA said on Wednesday that it will fully resume operations at its Brucutu mine within 72 hours after an appeals court overturned an earlier ...

By Leith van Onselen. This time last year, the Coalition was said to be considering a basic English test for all new permanent migrants amid concerns that by ...

DXY was firm overnight as CNY popped but EUR sank: The Australian dollar lifted against DMs: But could not keep pace with EMs: Gold tried again to break out:.

Here is the problem, via The Australian: AGL Energy says big gas users on the east coast face years of elevated prices, with the high cost of moving Queensland ...

NSW's Treasurer, Dominic Perrottet, has labelled federal-state financial relations “a mess” and demanded fundamental reform. From The SMH: The NSW ...

Nothing makes my blood boil more than “tiny homes”. Whether it is the buyers or sellers of the sardine cans, acceptance of their existence represents a gigantic ...

At the beginning of the year, Victorian Premier Daniel Andrews wrote a letter to the National Tertiary Education Union promising to demand a federal ...

DXY posted a minor recovery last night as EUR fell and CNY was stable: The Australian dollar fell popped and dropped against DMs: It was mixed against EMs:.

Via The Australian: Australian energy producers have slammed a move by the Coalition to consider domestic gas reservation, arguing the interventionist ...

The Communist Party of China has turned deeply irrational. We've seen it paint itself into a corner on a trade deal, massively overreach in Hong Kong and now it ...

Let them eat debt! Log in to Reply. jelmech@bigpond.com June 13, 2019 at 10:08 am. WES holding these dogs amuses me, and they're doubling down buying ...

By Leith van Onselen. The Australian Bureau of Statistics (ABS) has released visitor arrivals and departures statistics for the month of April, which suggested that ...

Bitcoin is back: I won't even pretend that this is sustainable. Nothing has changed for crypto in my book. It is as worthless and useless as ever. With the same ...

The rapid growth in international students (see next chart) has led to accusations that Australia's universities are treating them as “cash cows” to be milked for ...

From some dill at Domain: Gold has just had its longest winning streak in 18 months, as investors get nervous about the impact of the Trump trade wars on ...

DXY was whacked Friday night and has broken its uptrend line (though not necessarily its up trend). EUR leaped. CNY was flat: The Australian dollar jumped to ...

In the lead-up to the recent Federal election the Coalition announced the First Home Loan Deposit Scheme. The scheme will provide up to 10,000 loans to first ...

Last week I finally got around to watching Pine Gap, the ABC's excellent geopolitical drama series. It is a terrific primer on the facility, as well as Australia's ...

APRA released quarterly ADI property exposures yesterday. It is a great guide to many things but I use it mostly to track interest only mortgages. The good news ...

Via Bloomie: As hundreds of thousands of protesters march in Hong Kong's streets against unpopular China-backed extradition legislation, another battle is ...

Taking stock post-election – Has retail rebounded? No, we don't believe it has. There is growing evidence that it has remained subdued / steady, albeit we note ...

As we round out 2 years in the saddle, we are happy to announce round three of the MB Fund seminar series. This year's presentation is titled Global Shocker!

China and Turkey should let their currencies freefall as well. Idiots. Jspitzer June 4, 2019 at 12:12 pm. And when Malaysia said death to fx traders they should ...

The Lunatic RBA cookie cutter spawns another relentless bull in Jonathan Kearns, Head of Financial Stability Department: Thank you to the Property Council for ...

By Leith van Onselen. Australia's population growth has for more than a decade lead the world and is on track to nearly double the nation's population to a ...

DXY fell again last night as EUR rose and CNY was soft: The Australian dollar blasted through 0.7 cents and against DMs: Not so much EMs: Gold firmed:.

Australia's greenhouse gas emissions have reached record highs in many sectors, continuing an upward trend that began in 2013, according to official ...

Via The Australian: The father of Queensland's $80 billion liquefied natural gas industry has warned that business and investment confidence could be ...

Via CBA: And more: Commonwealth Bank's economics team, which is tipping another 25 basis point cut to the cash rate in August, which would reduce it to 1 ...

By Leith van Onselen. As summarised earlier, the Australian Bureau of Statistics (ABS) today released its labour force report for May, which registered a solid ...

Gambling is the latest target of banks in the new world of mortgage lending, with many lenders now questioning betting habits great and small. Mortgage brokers ...

The latest official temporary migrant statistics from Australia's Department of Home Affairs shows there were around 613,000 international student visas on issue ...

On one side is the security agencies and Australian Defence Force on the other is other departments and the Parliament and they are in a fight to do the death.

Spot eased. Paper was bashed Friday night. Steel is going nowhere, a standing warning for the bubble. The charts for June 14, 2019: Reuters has more:.

This month's Four Corners special on Australia's international student boom featured Western Australia's Murdoch University, which was accused of badly ...

We are closing in on two years of running client money for the MB fund and we have hit a number of funds under management targets at Praemium which ...

SHANGHAI, Jun 24 (SMM) – This is a roundup of global macroeconomic news last weekend and what is expected today. Last weekend. The US dollar fell ...

This is the second of three planned disbursements under the second Macro-Financial Assistance (MFA) programme to Tunisia that was adopted by the ...

Ahead of the Union budget for 2019-20, PM Narendra Modi on Saturday held a meeting with a group of 40 economists and industry experts organised by the ...

Anil Agarwal, the scrap metal dealer turned billionaire metals tycoon, has told Prime Minister Narendra Modi that the Centre should privatise five mining firms ...

As finance minister Nirmala Sitharaman presents her maiden Budget on July 5, the expectations from all quarters are going to be high. Here is what India Inc.

Canyon Capital Advisors LLC grew its holdings in Banco Macro SA ADR (NYSE:BMA) by 63.9% during the 1st quarter, according to its most recent filing with the ...

Macro Enterprises Inc. (CVE:MCR) – Equities researchers at Cormark lifted their Q2 2019 earnings per share (EPS) estimates for shares of Macro Enterprises in ...

United States' payment giant Visa has launched a cross-border payment network derived from some aspects of blockchain technology, Reuters reports June 11.

Our reports have a realistic aspect attached to it due to some of the finely tuned realistic concept mentioned in a simple and plain manner. The “Aberrometers” ...

Siam Commercial Bank, Thailand's largest commercial bank, has denied it plans to start using Ripple's XRP token.

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

Yet more details have emerged about Facebook's upcoming cryptocurrency, said to be called GlobalCoin, and this time they come directly from the company.

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 ...

The top social, technological, economic, ecological and political trends that will impact business next year.

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

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 ...

Earlier this week, Dutch billionaire John De Mol launched a lawsuit against Facebook over crypto ads using his image without permission. De Mol claims that ...

Macro has appointed Sean Kennedy as its new director of business development.

After strong growth in 2017 and early 2018, global economic activity slowed notably in the second half of last year, reflecting a confluence of factors affecting ...

Food developers love thinking about what "it" flavor is going to pop this year, or which vegetable will replace kale and cauliflower. But there are generally bigger, ...

A corporate crackdown on employee toilet breaks attracted headlines this week with retailer Noni B criticised for allegedly not giving staff enough time for the loo.

Stay one step ahead to minimize risk and maximize new opportunities across global markets.

THE BUSINESS TIMES Companies & Markets - HAVING invested heavily in growing its South-east Asian franchise, HSBC Singapore is seeing strong growth ...

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 ...

NEW YORK--(BUSINESS WIRE)--KKR today released the 2019 Global Macro Outlook piece by Henry McVey, Head of Global Macro and Asset Allocation ...

NEW YORK, Sept. 17, 2018 /PRNewswire/ -- Seth DeForest, former Vice President of Business Development at Premier Office Solutions, and Principal of ...

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