Chinese steel exports are down 10% in Q1. Early February, CISA steel output finally bounced a bit, but is still down 6.2% YTD. Inventories climbed as a result. China also recently lifted all BHP bans, ...

Just when you thought it might be safe to assume he had a brain, no. Anthony Albanese has assured existing gas contracts would not be affected by any decision to impose a new tax on exports as he and ...

Charts from TME. Nothing matters…for now Flows are in control, and nothing else seems to matter. Oil, volatility, macro — all getting ignored as mechanical buying keeps pushing markets higher. But ...

As illustrated below by Justin Fabo from Antipodean Macro, New Zealand home values have fallen by more than 30% in real ...

This week, the Australian Bureau of Statistics (ABS) released data on net permanent & long-term (NPLT) arrivals, which ...

The Albanese government continues to import people into Australia at a furious rate, with 96,110 net permanent and long-term (NPLT) arrivals in February, the third-strongest February result on record, ...

In the final auction weekend before the US-Israeli war with Iran began, Sydney produced its weakest early-March result since SQM Research’s records began in early 2020. Amidst a weak clearance rate ...

ANZ leads us off. It argues that the damage to consumption from fuel price hikes is material. According to the most recent ABS data available (2019–20), families consume about 77% of automobile ...

The Trumpgod is positive. President Donald Trump says the US and Iran could clinch a permanent ceasefire, with talks between Washington and Tehran possibly resuming this weekend. Trump claims Iran has ...

Last month, Louis Christopher, the founder of the property analytics firm SQM Research, published updated home price ...

They never learn. They are paid not to. The LNP is out with its new performance-based phoney  immigration policy. Unknown leader Seabass Taylor suggests switching from a system that is ...

Since the 1970s oil shocks, the International Energy Agency (IEA) has mandated that members maintain 90 days of net crude oil ...