Several Trump cyphers in Pakistan and Qatar tried and failed to TACO overnight as they bragged about imminent peace. Oil held up anyway. Dated Brent is looking ominous. The reality on the ground ...

MB readers have been subjected to daily eye-bashing about how coal is the only way we can possibly power the data centre boom. As an experiment, I looked at how the US is powering its data centres, ...

TME is following the gold bump. Gold is back Gold has come roaring back, and the signals we have been watching are now falling into place. GLD just posted its best week since the January melt-up, ETF ...

Australian tenants have experienced the most severe rental cost inflation in living memory. According to Cotality, national advertised rents have increased by more than 50% since the end of 2019, ...

The Chinese economy continues its retrograde transformation. This month’s PMIs showed us its nature very clearly. Construction is in structural decline. Services can’t get off the floor. Manufacturing ...

The nation’s biggest mortgage lender, CBA, has released its annual results, and the investor presentation contains interesting information on home lending. First, home loan applications have fallen ...

Is convincing a coal junkie even possible? Not on yesterday’s evidence. Confronted with debunked arguments left and right against his coal attachment, LVO yesterday pivoted to India, the old chestnut.

The gas debate has turned into a clown show courtesy of Stoke’s Beach Energy. Beach Energy, an oil and gas producer, is considering exporting LNG from the east coast as part of a strategy to offset ...

According to Justin Fabo from Antipodean Macro, there has been almost a full pass-through of the Reserve Bank’s 75 bps of tightening this year into the weighted-average new and outstanding home loan ...

As expected, the Reserve Bank of Australia (RBA) unanimously voted to keep the official cash rate on hold at 4.35% at Tuesday’s monetary policy meeting. The positive news for mortgage holders is that ...

In 2024, Canada experienced the largest immigration boom in its history, with an unprecedented 1,260,000 people arriving in the year to March 2024, almost all of whom came via net overseas migration.

In the years since the pandemic first arrived on Australia’s shores, there has been an often forgotten factor boosting the ...