The Market Ear with more.
The prospect of interest rate cuts from the Reserve Bank of Australia (RBA) has engineered a rebound in Australian house prices.
Australia's inflation is falling. CBA forecasts that trimmed mean inflation will fall to 2.8% in January, within the Reserve Bank of Australia's (RBA) 2% to 3% inflation target.
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and scope of the attack are significant and mostly unconstitutional. The two most likely outcomes are:
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced nations.
Australia's manufacturing sector has shrunk to just over 5% of GDP, the lowest share in the OECD.
It's a very big debate for asset allocators by very big people that I respect on both sides.
DXY is back.
Over the past decade, the number of cafes nationwide has reached an unsustainable level, and many are struggling to survive.
There really is not much more Tony Wood of the Grattan Institute can do to destroy Australia's energy transition.