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MacroBusiness
Sunday, January 25, 2026 - 16:36
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Gunnamatta.Molva · Deep T Australia Day 2026 final Ahead of the Australia Day long weekend Deep T spoke about Australian demand and interest rate dynamics, and the relationship of global events to domestic policymaking concerns. During the discussion he traverses some of the implications of actions by US President Trump, and the ways in |
Your Democracy
Sunday, January 25, 2026 - 16:00
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The Chinese state-run news agency Xinhua has ridiculed the administration of US President Donald Trump for using the popular ‘Nihilist penguin’ meme to promote its campaign to gain control of Greenland. On Saturday, the White House’s page on X decided to exploit the hype around the meme, which features a lone Adelie penguin abandoning his colony to walk towards distant icy mountains. |
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Your Democracy
Sunday, January 25, 2026 - 12:38
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Trump, more than a decisive player, is a symptom of the changing times. |
MacroBusiness
Sunday, January 25, 2026 - 09:55
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While December itself was weak, the 12 months ending on 31 December were a good year for international stocks. Being overweight internationally, with a healthy exposure to AI, our portfolios all outperformed their benchmarks. Our international fund finished up 20%, and our Australian fund finished up around 9%. Our tactical growth finished up around 11%. The post MB Fund December performance appeared first on MacroBusiness. |
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Your Democracy
Sunday, January 25, 2026 - 09:26
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Iran (1953), Iraq (2003), Libya (2011), Russia (2022), Syria (2024), and now Venezuela (2026). The common denominator underlying the U.S. attacks and economic sanctions against all these countries is America’s weaponization of the world’s oil trade. Control over oil is one of its key methods for achieving unipolar control over the world’s broad trade and dollarized financial arrangements.
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Your Democracy
Sunday, January 25, 2026 - 06:54
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Trump’s proposed “Board of Peace” is framed as a peace initiative, but it centralises authority, sidelines the vulnerable and rewards coercion. Australia should reject it rather than lend it legitimacy.
Trump’s 'Peace Board' is imperialism in a new suit
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Your Democracy
Sunday, January 25, 2026 - 06:32
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Australia does not suffer from a lack of empathy. It suffers from selective empathy. And nowhere is that clearer than in the way our political and media class decide who is allowed to mourn. Andrew Brown with the story. |
Your Democracy
Saturday, January 24, 2026 - 08:51
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“NATO has kept the peace for nearly eight decades and created the conditions for prosperity and democracy to flourish.” U.S. State Department |
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Your Democracy
Saturday, January 24, 2026 - 07:31
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Ukrainian leader Vladimir Zelensky is facing severe backlash from key international partners after a combative speech at Davos, where he went on a tirade accusing Europe of “indecisiveness” toward Russia and insufficient support for his country. |
Your Democracy
Saturday, January 24, 2026 - 06:55
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In the German writer Ernst Junger’s macabre vignette ‘Violet Endives’, a man walks into a gourmet shop where the salesman speaks in matter-of-fact fashion about the delicacies on display – human flesh – and embarks upon a long explanation about the art of preparation. The story is a commentary on a society that accepts the appalling with barely the blink of an eye.
The monetary system is broken and gold knows why |
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Your Democracy
Saturday, January 24, 2026 - 05:44
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The latest split in Australia’s conservative Coalition is yet another signal the old, established rules no longer apply. No longer in Australia, just as they no longer apply in an ever more fractious and chaotic world. The Old Order is breaking down and the New Order, under the quasi-leadership of the United States mogul king, appears to be causing chaos to divide and conquer.
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Your Democracy
Saturday, January 24, 2026 - 04:33
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MacroBusiness
Saturday, January 24, 2026 - 00:05
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International Reading: EU Freezes U.S. Trade Deal After Trump’s Unhinged Davos Speech – New Republic Majority of CEOs Alarmed as AI Delivers No Financial Returns – Futurism The U.S. debt now equals $229,000 per household—and a hefty tax hike looms as the most probable outcome – Fortune ‘This is sell America’ — U.S. dollar, Treasury The post Weekend reading and MB media appearances appeared first on MacroBusiness. |
George Monbiot
Friday, January 23, 2026 - 22:17
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The grim truth is that almost the entire political class aligns with the ultra-rich against the rest. By George Monbiot, published in the Guardian 16th January 2026 There is one political problem from which all others follow. It is the major cause of Donald Trump, of Nigel Farage, of the shocking weakness of their opponents, of the polarisation tearing societies apart, of the devastation of the living world. It is simply stated: the extreme wealth of a small number of people. |
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John Quiggin
Friday, January 23, 2026 - 16:14
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The Australian government’s legislation seeking to ban access to social media for people under 16 has received plenty of attention in International media, mostly leading with the government’s that 4.7 million accounts were banned or deactivated when the legislation came into effect. Rather less attention has been paid to discussion of the outcome within Australia, where the consensus is that there has been very little effect for most. |
MacroBusiness
Friday, January 23, 2026 - 15:00
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Asian share markets pivoted around inflation prints and other macro news as the chaos from Davos dies down although the TACO trade remains in play. The USD remains under pressure against almost all major undollars particularly antipodean with the Australian dollar pushing through resistance to head above the 68 cent level while bond market stress The post Macro Afternoon appeared first on MacroBusiness. |
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MacroBusiness
Friday, January 23, 2026 - 14:00
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The latest data from Stats NZ reveals that immigration into New Zealand remains historically low, with only 10,691 net migrants landing in the year to November 2025: This level of net overseas migration is well below the decade average of 49,000 and is a fraction of the circa 130,000 peak migration recorded in 2023. Arrivals The post Kiwis continue to flee New Zealand for Australia appeared first on MacroBusiness. |
MacroBusiness
Friday, January 23, 2026 - 13:30
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That gold has not come off post-Greenland tells us it is now in the blowoff phase. If gold has become attached to the mind of the American madman, then this is going to be epic. RSI at 95 is mad. Vol is entering blowoff. Wow. Wow. Wow. Wow. Can’t buy this, alas, even if the The post The golden blowoff is here appeared first on MacroBusiness. |
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Renew Economy
Friday, January 23, 2026 - 13:09
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The post Buyer Beware: Carbon credit platforms repeating ills of the past appeared first on Renew Economy. |
MacroBusiness
Friday, January 23, 2026 - 13:00
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This is my fourteenth year of working from home. I brew my coffee, and when I need a hit while driving, I almost always purchase a cheap $2 coffee from a service station or convenience store. While travelling around New South Wales and regional Victoria over the Christmas break, I visited several cafés and was The post $7 coffees are the tipping point for 28,000 cafés appeared first on MacroBusiness. |
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Renew Economy
Friday, January 23, 2026 - 12:51
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MacroBusiness
Friday, January 23, 2026 - 12:30
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Westpac is unmoved by the good jobs report. The December LFS clearly landed on the firmer side and the wash-up for the last few months suggests that the ‘gradual softening’ narrative, which characterised the bulk of last year, paused or completely halted. This leaves us with the question of whether further gradual softening is still The post Major banks: still no rate hikes appeared first on MacroBusiness. |
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Renew Economy
Friday, January 23, 2026 - 12:20
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The post Shared solar: Labor’s “free power” plan to have daily cap to stop abuse by EV and home battery owners appeared first on Renew Economy. |
MacroBusiness
Friday, January 23, 2026 - 12:00
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China’s population fell for the fourth straight year in 2025, dropping by about 3 million people, as the country recorded its lowest birthrate since 1949. Births fell to 5.63 per 1,000 people, the lowest since the founding of the People’s Republic in 1949. Only 7.9 million babies were born in 2025, down sharply from 9.5 The post China will grow old before it becomes rich appeared first on MacroBusiness. |
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MacroBusiness
Friday, January 23, 2026 - 11:30
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With the release of the most recent Newspoll revealing that support for the Coalition on primary vote has fallen behind One Nation and to its lowest level on record (i.e., 22% for One Nation vs 21% for the LNP), it’s worth exploring what demographics are shifting their vote behind Pauline Hanson. Using granular data from The post Who is voting for One Nation? appeared first on MacroBusiness. |
Renew Economy
Friday, January 23, 2026 - 11:04
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MacroBusiness
Friday, January 23, 2026 - 11:00
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In 2024, The Age reported the YIMBY (‘Yes In My Backyard’) manifesto as follows: “Key to the YIMBY manifesto is the idea that a restrictive planning system, including existing height and heritage controls, is blocking a potential deluge of apartment construction in inner and middle Melbourne that – if allowed – would force down prices The post Australia’s housing supply pipeline is broken appeared first on MacroBusiness. |
xkcd.com
Friday, January 23, 2026 - 11:00
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Renew Economy
Friday, January 23, 2026 - 10:32
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The post “Tallest, Mightiest and Widest:” Fortescue’s unique wind tech sees 30 pct cost savings over traditional towers appeared first on Renew Economy. |
MacroBusiness
Friday, January 23, 2026 - 10:30
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I noted yesterday that Australia’s East Coast is currently enjoying a flush of wholesale energy price relief, as a cool summer delivers cheaper, less frequently used gas-fired power to set the price for power. The result has been the cheapest quarter of wholesale power since Albo’s energy vandals won government in 2022. If we don’t The post Five years of energy price relief ahead, if… appeared first on MacroBusiness. |
Claims and promises of carbon offset schemes are falling deep into the category of being ‘too good to be true’.
Australia has just experienced its worst heatwave in six years but it's set to become much more common under existing policies to curb carbon emissions.
There will be daily cap on the federal government's Shared Solar free power offer, to ensure owners of EVs and home batteries don't abuse the system.
Developer of what was once hailed as the biggest solar hybrid project cuts PV component in half, due to "reduced appetite" and to addre
Fortescue wind technology company says its turbines will be the "tallest, mightiest and the widest," and will cost up to 30 pct less than traditional towers.