The supply side of Australia’s housing market continues to worsen. The National Housing Accord, signed by the federal government and the states and territories, set a target to build 1.2 million homes ...

Only 8 weeks ago, when it came to US President Donald Trump, our focus was on Greenland. Remember Greenland? While no doubt imperfect, the Danes have run Greenland quite peacefully for hundreds of ...

CBA’s economics team has produced some excellent charts, derived from customer bank account data, showing how the rise in energy costs is consuming a larger share of household budgets. The prices of ...

Sydney’s and Melbourne’s home prices continue to shift into “correction” territory, with values declining by 0.2% and 0.3%, ...

TME with the charts. Crash erased, squeeze done The market has erased the entire selloff and completed a full roundtrip. Positioning has been reset, volatility has collapsed, and systematic flows are ...

Some leaks about One Nation policy today make for good reading. The leak suggests ON should support a unique investment vehicle that would acquire equity from production and use that money for ...

Developers and builders across Australia warn that the conflict in the Middle East has triggered a fresh supply chain shock, pushing up the cost of key construction materials and fuel and threatening ...

Given the amount of risk abroad, DXY has done bugger all, really. AUD is back, with CNY flying. Oil crashed, and gold is bid again. Base metals are strong. Big mining price action is crazy. EM hasn’t ...

HSBC states the obvious in a new geopolitical paper. Reducing global tensions should lower demand for the US dollar as a safe-haven asset in foreign exchange markets. Higher-risk and undervalued ...

JPM today tallies the damage to hydrocarbon output in the Gulf. Around 60 energy infrastructure assets in the Gulf have been impacted by drone and missile strikes in the nearly six weeks since the ...

There is growing concern that Australia’s tax and transfer system disproportionately benefits older, wealthier retirees while placing a rising burden on younger workers—a tension now central to ...

U.S. President Donald Trump produced his most aggressive social media post on record, promising to end Iranian civilisation. ...