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Renew Economy Monday, October 27, 2025 - 22:09 Source
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Renew Economy Monday, October 27, 2025 - 18:32 Source
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MacroBusiness Monday, October 27, 2025 - 16:30 Source

Everything is awesome on an alleged deal between the Trump and Xi regimes over trade, but the lack of solid news isn’t holding markets back with Asian shares all green while futures for Wall Street are looking sky high. Friday night’s US CPI print is keeping the USD somewhat down against the majors as expectation

The post Macro Afternoon appeared first on MacroBusiness.

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Renew Economy Monday, October 27, 2025 - 16:04 Source
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Renew Economy Monday, October 27, 2025 - 15:58 Source
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Your Democracy Monday, October 27, 2025 - 14:34 Source

A US warship has docked in Trinidad and Tobago as Venezuela blasts the Caribbean island nation for holding joint exercises with the United States.

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Your Democracy Monday, October 27, 2025 - 14:16 Source

On 17 October, US President Donald Trump told Fox News, “I hope to see Saudi Arabia go in, and I hope to see others go in. I think when Saudi Arabia goes in, everybody goes in.” The statement was calculated to reignite Washington's normalization push and reassert Riyadh's place at the heart of the US-Israeli regional alliance plan.

 

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Cheeseburger Gothic Monday, October 27, 2025 - 14:11 Source

I dunno that I’ll get a single word written today.

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MacroBusiness Monday, October 27, 2025 - 14:00 Source

Preliminary data from Cotality shows that Sydney’s residential auction clearance rate fell to 68.2% in the week to Saturday, which was the lowest since the week ending 8 June and was the first time the preliminary clearance rate has been below the 70% mark in 21 weeks. A total of 959 auctions were held in

The post Aussie house price growth hits two-year high appeared first on MacroBusiness.

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Renew Economy Monday, October 27, 2025 - 13:40 Source
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Your Democracy Monday, October 27, 2025 - 13:37 Source

Vladimir Zelensky expects Ukraine to be able to fight Russia for up to three more years, Polish Prime Minister Donald Tusk has told The Sunday Times. The Ukrainian leader’s reported remark comes as the EU is looking for new ways to fund Kiev, eyeing Russia’s frozen central-bank assets as an option. 

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MacroBusiness Monday, October 27, 2025 - 13:30 Source

Albo is the jetsetting, international yes man. No matter how contradictory, how damaging to the national interest, or how crazy in the context of Cold War 2.0, Albo will say yes, and yes again! Fly to India and sign away the Australian labour market to Indian scam college degrees? Yes! Fly to China and crawl

The post Albo is the jetsetting, international yes man appeared first on MacroBusiness.

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MacroBusiness Monday, October 27, 2025 - 13:00 Source

For more than a decade, the Productivity Commission (PC) debunked the myth that immigration can overcome population ageing. For example: PC (2005): “Despite popular thinking to the contrary, immigration policy is also not a feasible countermeasure [to an ageing population]. It affects population numbers more than the age structure”. PC (2010): “Realistic changes in migration

The post Immigration is a “population Ponzi scheme” appeared first on MacroBusiness.

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MacroBusiness Monday, October 27, 2025 - 12:30 Source

Trump’s oil sanctions appear to be having some impact. Russian President Vladimir Putin remained defiant on Thursday (Friday AEDT) after US President Donald Trump hit Russia’s two biggest oil companies with sanctions to pressure the Kremlin leader to end the war in Ukraine, a move that sent global oil prices sharply higher. The US sanctions prompted Chinese

The post Will there be an oil TACO? appeared first on MacroBusiness.

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Renew Economy Monday, October 27, 2025 - 12:07 Source
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MacroBusiness Monday, October 27, 2025 - 12:00 Source

Various people are weighing in on Victoria disease and its causes. The adipose are calling for a police state. Eddie McGuire says Melbourne may need a Los Angeles-style crackdown on crime to encourage people back into the city ­centre. While the city remains electric at night and during major events, Mr McGuire said weekday activity

The post Diagnosing Hellbourne appeared first on MacroBusiness.

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MacroBusiness Monday, October 27, 2025 - 11:30 Source

Prime Minister Anthony Albanese has launched a new propaganda campaign promising to make Australia a strong manufacturing nation again. Albo’s promise comes as Australia’s dying manufacturing sector has shrunk to a record-low 5% of GDP. “Prime Minister Anthony Albanese has vowed to make Australia a manufacturing powerhouse again amid warnings from business leaders that local

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MacroBusiness Monday, October 27, 2025 - 11:00 Source

The Coalition has long been accused of having a “women problem”: an inability to effectively engage with the nation’s female voters and identify key issues that resonate with this demographic. In terms of the hard data, the Coalition has been underperforming with women relative to men for over two decades. According to the ANU Election

The post Australian women and the path to electoral victory appeared first on MacroBusiness.

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xkcd.com Monday, October 27, 2025 - 11:00 Source

It comes with a certificate of authenticity, which comes with a certificate of authenticity, which comes with a...

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The Tally Room Monday, October 27, 2025 - 10:30 Source

If there is a substantial expansion of the size of the federal Parliament, it will be a rare event. It has only happened twice before since federation, and hasn’t happened at all in my lifetime. About two thirds of Australian voters hadn’t cast their first vote before the last expansion in 1984.

At that year’s election, the House of Representatives was expanded from 125 to 148, adding 23 new electorates across the five mainland states. Almost every seat was redrawn, and the map looked quite different aftwards.

So with something so rare, how do we know how it would likely play out?

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MacroBusiness Monday, October 27, 2025 - 10:30 Source

The Market Ear says blowoff. NASDAQ – doing what it does best NASDAQ continues trading inside the perfect trend channel that has been in place since May, continuing to do what it does best: Consolidating, breaking above it, ripping higher. Buying the 50 day remains simple but profitable… Source: LSEG Workspace SPX loves it SPX

The post Blowoff or bust? appeared first on MacroBusiness.

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MacroBusiness Monday, October 27, 2025 - 10:00 Source

The ferrous market is in a period of comprehensive excess that cannot last. Even AI can read a broken ferrous market now. Record-high Chinese iron ore imports in recent months create a disconnect with domestic steel production trends. While import volumes surge, steel mill output faces restrictions from profitability constraints and government-imposed production limits, indicating

The post Iron ore piles up in China appeared first on MacroBusiness.

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MacroBusiness Monday, October 27, 2025 - 09:30 Source

Another gas reservation flag has gone up the pole today. The Albanese government is ­considering introducing an energy policy spanning the entire east coast that prioritises volumes of gas to the domestic market through a baseline credit system in a potential fix to ease fears of local supply shortfalls. Officials from the federal government have

The post Albo’s naked gas gambit appeared first on MacroBusiness.

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John Quiggin Monday, October 27, 2025 - 09:20 Source

As I said last time, Anthony Albanese has succeeded in making Labor the natural party of government in Australia, relegating the rightwing opposition to the role of “B team” and marginalizing the Greens and progressive independents. The cost has been the abandonment of Labor’s historic role as the “party of initiative”, pushing against the conservative “party of resistance”. Indeed, the reverse is now closer to the truth

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John Quiggin Monday, October 27, 2025 - 09:16 Source

Another Monday Message Board. Post comments on any topic. Civil discussion and no coarse language please. Side discussions and idees fixes to the sandpits, please.

I’m now using Substack as a blogging platform, and for my monthly email newsletter. For the moment, I’ll post both at this blog and on Substack. You can also follow me on Mastodon here.

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MacroBusiness Monday, October 27, 2025 - 09:00 Source

Friday night saw the release of the latest inflation figures in the US which came in relatively soft given the tariff push on consumers and importers, but it opens the door for a probable “safe” cut from the Fed in its upcoming meeting. Further talks between the Xi and Trump regimes on rare earth exports

The post Macro Morning appeared first on MacroBusiness.

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MacroBusiness Monday, October 27, 2025 - 08:00 Source

Late last week, The AFR published two articles by the same author on the same day that neatly encapsulated Australia’s housing farce. First, reporter Luke Kinsella noted that all states were falling short of their agreed National Housing Accord targets, which nationally “fell 66,000 homes short of the 240,000 required to keep pace with the

The post The great housing contradiction appeared first on MacroBusiness.

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Your Democracy Monday, October 27, 2025 - 07:33 Source

Last week, the vassal governor of Australia Anthony Albanese went to the imperial court in Washington and paid tribute to King Trump in the form of a “landmark deal” for joint mining of Australian rare earth deposits. The goal is to break China’s stranglehold on these critical minerals.

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Your Democracy Monday, October 27, 2025 - 06:55 Source

US Treasury Secretary Scott Bessent said on Sunday that he anticipates that China will revive substantial purchases of US soybeans for several years and will delay its expanded licensing regime for rare earths by a year and re-examine it.

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Your Democracy Monday, October 27, 2025 - 05:44 Source

 

Toward the end of World War II in Europe, the US government pondered a plan to not only demilitarize but also disintegrate and deindustrialize postwar Germany.

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