It’s a very big debate for asset locators by very big people I respect on both sides.  In the boom camp is Steve Blitz at ...

The unthinking tank of corruption, The Grattan Institute, has coughed up another beauty today. A growing number of Australian ...

Eldelman Trust Barometer has been released. It is the firm’s 25th annual globally deployed online survey of the general ...

The iron ore jaws resemble a yawning hippo now. Steel production is still terrible, though LNY distortions are an issue.

China is out of deflation! This is voucherflation as Beijing did giveaways in travel and white goods. Food helped. The PPI is ...

I feel nauseated every time I smell cigarette smoke. My mother was a heavy smoker, and the persistent odour of smoke is one ...

Australia’s betting markets have lurched strongly in favour of a Coalition win at the upcoming federal election. As of ...

Westpac joins the doves. December quarter CPI surprises to the downside In our CPI Preview, we noted that the risk to our ...

Tariff-fried.We see three key takeaways from a frenzied week. First, the recent back and forth headlines have not altered our ...

I hate Victoria. It’s dull, has terrible weather, it’s up itself, and utterly fake left. The one thing it is not is an energy ...

Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced nations. As you ...

Friday night saw a slightly weaker than expected jobs print from the US – aka the NFP or non farm payrolls – that saw some ...