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Who would want to be a traditional brick-and-mortar retailer in Australia? Not only are they dealing with intense competition from online behemoths like Amazon, Temu, and Shein, but they are still ...
Criticism of the RBA is usually implicit. Westpac is clear about it. Normally, monetary policy decisions should not come down ...
The ferrous complex is in a stark reversal. The driver is a supply-side rationalisation of steel output, but it is vague.
Since 2023, the Canadian federal government has slashed migration, now it faces a revolt from provincial leaders to ramp it ...
Justin Fabo from Antipodean Macro and Alex Joiner from IFM Investors published superb sets of charts on Wednesday’s Q2 CPI ...
DXY is up and away! AUD broke its rising channel. Lead boots plodded over a cliff. Gold hit, oil the shit. Copper lol. The ...
Cotality’s daily dwelling value index shows that across the five major capital city markets, home values rose by 0.6% in July, led by Perth (0.9%) and Brisbane (0.8%). Over the July quarter, values ...
The Q1 national accounts release from the Australian Bureau of Statistics (ABS) showed that real per capita GDP decreased by ...
Via the always excellent Charlie McElligott at Nomura. From Left-Tail To Risk-Tail… 1). The “Trump Collar” helped to compress then collapse realized Volatility off the most extremely 100%ile levels ...
As we know, Australia’s East Coast already has a suite of secretly subsidised coal power stations in NSW, VIC and QLD to go ...
ABS Labour mobility was out yesterday and shows the Great Resignation is well and truly over, if it ever was. the job ...
Outfits like the Grattan Institute argue that Australia needs to maintain a high immigration policy to maximise productivity ...
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