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 ...

TME with more on the bubble and bust of AI.  The washout is largely complete Technology remains under pressure, but the market structure has changed materially. Technicals are deeply oversold, while ...

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 ...

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

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 ...

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, ...

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 ...