Not that it matters much. The bubble is fit to burst by itself. Melt-Up Cracks Semis are finally wobbling just as positioning, leverage and momentum remain dangerously stretched. The crowd kept ...

New Zealand experienced one of the world’s largest house price booms during the COVID-19 pandemic, only to see one of the largest busts. After peaking in late 2021, New Zealand home prices have ...

WA’s gas reservation policy is effective for one simple reason. The amount of gas reserved exceeds the amount domestically ...

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

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 ...

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 ...

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 ...

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 ...

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

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 ...

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