Australia’s current rental crisis has been fundamentally driven by excessive immigration-driven population growth in a supply ...

AEMO forecasts, published in The AFR, show electricity use by data centres rising faster than expected, with Victoria’s demand nearly doubling in the past year. Within a decade, data centres could ...

The ferrous jaws are open. Steel production sucks in China . Global ain’t much better. Steel exports are weak. Inventory is fine. Steel order books were awful last month. Top tier Chinese house prices ...

All tech is non-profitable these days despite a profits megaboom. Say what? TME. Rates Matter Again The AI melt-up may finally be running into the one thing investors stopped worrying about: rates.

Let’s take a quick stocktake of Australia’s housing supply situation. Over the first 18 months of the Albanese government’s National Housing Accord, which set a target to build 1.2 million homes over ...

Last week’s federal budget announced fundamental changes to Australia’s negative gearing and capital gains tax regimes, summarised below. Negative Gearing: From 1 July 2027, negative gearing will only ...

Labor’s $1.4bn student visa crackdown revealed”! That was the online headline in the Australian over the weekend, with Universities Australia claiming that “the crackdown will cost institutions $1.4bn ...

Following the release of the federal budget, the backlash on social media was immediate, with the ‘Anthony Albanese is now my ...

RBC nails it. Certainly, the US could deploy over 100,000 ground troops to attempt to physically reopen the Strait and remove the regime in Tehran. While such an operation could potentially provide ...

After teetering for weeks, Cotality’s daily dwelling values index, which tracks home prices across the five major capital ...

TME with the charts. Upside Panic Everywhere The upside chase in tech is becoming increasingly extreme. China tech is now starting to squeeze aggressively higher just as investors continue piling into ...

This week’s federal budget has landed like a lead balloon with voters, with Roy Morgan polling taken immediately after the budget showing One Nation jumping to 32% of the primary vote, its highest ...