Asian share markets are higher across the board as traders start to anticipate tonight’s US jobs print with continued speculation that the Fed is likely going to pull a put regardless of tonight’s NFP result.

Goldman says buy gold. Since the spring, markets have started to transition from tariff uncertainty into tariff reality, which has helped stabilize economic activity indicators and reduced consensus (and our own) probability of a US recession (though it remains above the historical average).

If it’s not bolted down in Helbourne, then it’s fair game for the machete gangs.

In Albo’s great grovel to China, there is a trend that nobody dares speak its name.

Bob Brown and Drew Hutton jointly founded the Australian Greens party in 1992.

The Market Ear first.

When it comes to the Albanese government and the issue of housing, there are two very different approaches taken.

Real per capita household disposable income is arguably the single best measure of per capita living standards.

For anybody who has followed this debate for any length of time, this is as depressing as it is typical from The SMH.

No big surprises overnight as the expected softening of the US jobs situation was confirmed by the weekly initial jobless claims and private ADP prints, giving a clear run to a September rate cut by the Fed.

Canberra is in the grip of the most cowardly pack of no-hopers anybody can remember.

Financial markets have extinguished hopes of the Reserve Bank of Australia (RBA) delivering a rate cut at the September monetary policy meeting. Their pessimism is warranted given the stronger-than-expected recent run of data from the Australian Bureau of Statistics (ABS).

The Australian Bureau of Statistics (ABS) on Wednesday released the national accounts for Q2 2025, which revealed stronger-than-expected growth.

Asian share markets were quite mixed with local stocks regaining some of their losses on interest rate speculation that the Fed is likely going to pull a put if tomorrow night’s NFP comes in bad as expected.

Friday’s NFP is a massive release for markets. BofA offers its preview. August payrolls:re-acceleration? We expect Aug payrolls to rise by 90k (consensus:75k, Jul: 73k). Although initial claims increased during the survey week, the four-week average remained at modest levels and not far from the July average (Exhibit 2).

Last week, my local WhatsApp group exploded with footage of an attempted daylight carjacking a few hundred metres from my home in Ashburton.

Australia is starting to resemble 1984’s Ministry of Truth.

We should not be surprised.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at deepening problems in long bond yields and what they mean for valuations in the stock market.

The fix is in for Australian gas.

Yesterday’s GDP figure has markets very upset.

Australia’s home building sector appears to be one giant contradiction.