David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of ...
The only thing I can compare the violence of this move to is when iron ore fell to $37 in early 2016. Though obviously the other way around. What a squeeze. Aussie miners selling into it.
If you want housing affordability, then raze Canberra because it is not coming otherwise. Labor has a suite of policies stuck in the senate designed to inflate the bubble: Corproitizing rents to embed ...
The Australian Bureau of Statistics (ABS) released its Finance and Wealth survey for the June quarter of 2024, which shows that household wealth hit an all-time high of $16,477.2 billion after ...
Last last week, the ACCC made it abundantly clear, once again, what’s happened to Australian energy: The effect of LNG producers’ decisions on available gas The LNG producers’ decisions on the timing ...
Jarden economist Anthony Malouf says the investment bank has concluded that increased government spending on the $49 billion National Disability Insurance Scheme (NDIS) is contributing to inflation ...
Is it a Chinese “bazooka” or not? Media reporting has been so bullish that one would have thought so. Some highly regarded strategists also think so. Michael Hartnett at BofA for instance: China ...
One of the common arguments the property lobby makes against negative gearing reform is that rents would skyrocket if ...
CoreLogic’s daily dwelling values index, which measures value growth across the five major Australian capital city housing markets, rose by 0.5% in September: As illustrated above, the 0.5% monthly ...
Monthly data from the Department of Home Affairs, reproduced below by Justin Fabo at Antipodean Macro, shows that the number of temporary visas on issue in Australia (excluding visitors) reached a new ...