Last week, I presented detailed data on how the sharp reduction in net overseas migration (NOM) in Canada, which turned ...
Chinese property is OK post-LNY but the year has started poorly. The secondary market is still awash. EV sales have dropped post-incentives. But watch this space. If there is one winner globally from ...
Australia’s largest real estate group, Ray White, has issued a stern warning that proposed changes to negative gearing and the capital gains tax (CGT) discount would trigger a major shock to the ...
When the war in the Middle East first broke out, I warned that Australia faced a triple energy threat of higher petrol/diesel prices, higher gas prices, and higher electricity prices. Vivek Dhar, Head ...
The American Madman raised the prospect of talks to resolve a dispute that has disrupted oil markets and nearly stopped shipping in the vital Strait of Hormuz. “Iran wants to make a deal, and I don’t ...
As the world continues to assess the impact and implications of a protracted closure of the Strait of Hormuz amid the ongoing war in the Middle East, Australia is facing major challenges to its fuel ...
While everyone knows about the risks of oil and refined fuels, there is much more coming from the Persian Gulf than just those. Morgan Stanley helps us summarise where the shortages will be in due ...
Proponents of high immigration claim that it is necessary to alleviate purported labour shortages and an ageing population. These arguments were always spurious: Australia has run one of the largest ...
The central bank would be insane to hike this week, and I don’t believe that it will. The energy shock that is overrunning Australia is going to shut down the economy in record time. My sense is that ...
When all is said and done, the RBA can do 3 things this Tuesday It can lift rates It can leave rates alone It can drop them ...
This month’s consumer sentiment survey by Westpac and the Melbourne Institute suggested that homebuyers have gone cold on Sydney property. As illustrated below by Justin Fabo from Antipodean ...
By Stephen Saunders Leaving Anthony Albanese as a world outlier, Canadian Prime Minister Mark Carney has stymied Canada’s ...
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