David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of ...

If you want to know why China is no longer able to stimulate its economy the way it once did via property and infrastructure, ...

Alas for Australia. Cheap gas everywhere and not a molecule to use. The local gas price is still at a nosebleed $13.50Gj.

Westpac with the note. Westpac Consumer Sentiment declines slightly (–0.7%) in January to 92.1. Consumers remain less ...

The Market Ear with more on the equity selloff. Breaking bad SPX broke below the first trend line on Friday, and closed below ...

Recent research from the Property Investment Professionals of Australia (PIPA) and the Property Investors Council of ...

Friday’s Chinese yawnulus was greeted by another bounce in iron ore but the reality of it is better reflected in flatlined rebar futures. Chinese steel prices are sinking fast and given there is a lot ...

He says he can. Peter Dutton has vowed to deliver lower taxes while slashing red and green tape so private enterprise can drive Australia out of the cost-of-living crisis, accusing Anthony Albanese of ...

All systems still go; upgrading our Dollar forecasts. In our 2025 Outlook, we wrote that we expected the Dollar to be ...

The ANZ is doved up. RBA to cut cash rate by 25bp in Feb and Aug 2025 We now expect the RBA to cut the cash rate by 25bp at ...

This is not complex. Through a global lens, however, the struggles of Trudeau and his centre-left Liberal Party look far from ...

An outstanding note from Michael Hartnett at BofA beautifully captures 2025 dynamics.  The Biggest Picture: Treasuries ...