A reader sent me the below meme, which neatly explains why curbing immigration is far more important for housing ...

An overbought AUD retraced: Oil and gold to the moon! Dragging up metals: Miners have held the gains: EM faded: Junk pulled ...

On Tuesday, the Australian Bureau of Statistics (ABS) released retail trade data, which posted a solid 0.7% gain in August ...

Having spectacularly rung the bell at the bottom a few weeks ago, Ray Dalio is back with more bad advice on China. Last week, China’s leadership—including President Xi Jinping, the Politburo, the CSRC ...

When Sandilands and Henderson launched their show in Melbourne in April, I wrote they were “crass, rude, family-unfriendly, profane, abrasive – and weirdly compelling”.  What many Sydneysiders fail to ...

The Reserve Bank of New Zealand is already battling deflation in the housing market, where prices nationally have declined 16.7% from their 2021 peak. This decline has lowered real inflation-adjusted ...

Very, very early days but some data from Goldman. New homes sales volume on average was +126% wow, and down 1% yoy with ...

There are a lot of “potential” investors on my mailing list. Waiting for the right entry point into the market. Some have ...

In a recent speech to the Sydney Institute, Assistant Minister for Immigration Matt Thistlethwaite admitted that immigration “has provided marginal economic benefit” and has not boosted the nation’s ...

The Albanese government’s target of building 1.2 million homes over five years depends on constructing large volumes of high-rise apartments in established suburbs. On Tuesday, the Australian Bureau ...

With China closed, iron ore is flopping around like a fish out of water in Singapore futures: One dynamic worth mentioning is the shift in Chinese futures. Steel (and iron ore shorts, including me) ...

AUD is putting in a series of candles: North Asia is fading: Oil held on as the Levant burns: Metals flamed out: Miners ...