North Asia too: Gold has divorced from all fundamentals. Other commods not so much: Big miners are saying Chinese yawnulus: ...

I noted earlier this week that Australia’s homeownership rate collapsed in the 40 years to 2021, as illustrated by the ...

Yesterday we had more evidence that the RBA is reading the big pivot to a December rate cut when economics governor, Sarah ...

The Housing Industry Association (HIA) claims that Australia desperately needs 83,ooo tradies to meet the Albanese government ...

There’s a little progress on destocking: Completions are still sagging: Demand has lifted a little. Supply is still stuffed: ...

How to kill the iron ore price 101. First, ramp up Pilbara output: Construction of our Western Range mine is now 80% complete ...

Platts has more on market dynamics: Changes in the Chinese national standards for rebars have seen poor overall margins in Q3 ...

The Reserve Bank of New Zealand has cut the official cash rate by 0.75% over the past two monetary policy meetings. Despite ...

Labor’s first federal budget, released in October 2022, projected net overseas migration (NOM) of 470,000 over the first two ...

Stocks are overboughterer. They are not priced for Trump tariffs. The Market Ear has more. Rising wedge Did NASDAQ fool ...

Following a strategic review of the student visa program in 2011 (the “Knight Review”), the Gillard government significantly ...

Builder Jason Janssen, chairman of Home Builders Action Group, has described the utter “decimation” of the home building ...