DXY crashed last night as Arthur Warsh gave the US a little external crisis. While the currency was mashed, the long bond marched higher and is threatening a breakout. This nasty little combination ...

The latest dwelling completions data from the Australian Bureau of Statistics (ABS) showed that only 173,400 homes were built ...

The Department of Home Affairs (DHA) has released temporary visa data for the June quarter of 2026, presented below as a rolling four-quarter moving average to remove seasonality. The next chart ...

Former senior Australian Treasury official David Pearl gave a fantastic interview on the John Anderson podcast where, among other things, he highlighted the decline in the Treasury, which he claims ...

Sometimes you time it with precision. Yesterday I asked if Simandou is bringing the pain to iron ore sooner than expected, and here we are today with the bottom falling out of iron ore. Rebar is at 15 ...

On an often rainy and gloomy island in the North Atlantic that once held an empire on which the sun never set, there was once a truly astounding amount of home building. During the 1968 calendar year, ...

Cotality’s daily dwelling values index for July shows that values at the 5-city aggregate level declined by 0.9%, with losses ...

Maiy Azize, Deputy Director of Anglicare Australia, has posted a strawman article at The Point (The Australia Institute’s new propaganda outlet), arguing that it is “wrong” to blame migrants for the ...

Earlier this month, the Parliamentary Budget Office (PBO) released an analysis purporting to show how changes in the volume ...

Australia’s dwelling construction is already running well behind the Albanese government’s 1.2 million five-year target, as set out in the National Housing Accord. The target requires a construction ...

On Wednesday, I presented expert evidence to the Senate Select Committee on Productivity in Australia. Below is my opening statement. In February 2023, former Labor Home Affairs minister, Clare O’Neil ...

Mt (100%) shipped to China during the quarter (H1: 2.2 Mt). The first customer collections were completed in April following tertiary crushing in China, with Q2 sales totalling 0.4 Mt (100%) and ...