DeepT and NG talk about the financial system implications of the Trump tariffs and whether for Australia these are inflationary or deflationary, and the likely response from the RBA.

Westpac chief economist Luci Ellis published a note on the bank’s outlook for interest rates.

Risk markets are still in a positive mood generally speaking as they digest the possible weakening of Chinese tariffs but of course the Orange Mussolini is still a bit confused on what he wants to do at the granular level with more doublespeak during the session.

I have written about how the explosion in cafe numbers and rampant cost inflation have left the hospitality industry in a precarious position.

Every few weeks, the world’s media publishes an article on a fantastical breakthrough in electric vehicle (EV) battery technology that enables cars to be charged in as little as five minutes.

Gold is the new (old) global reserve currency so long as the child president continues his assault upon the institutions of Bretton Woods II.

Victorian Premier Jacinta Allan chose to sign the contracts to build the first leg of the $200-plus billion Suburban Rail Loop (SRL) project against the explicit advice of infrastructure experts.

The Australian Bureau of Statistics’ (ABS) Q4 2024 national accounts revealed that the economy finally emerged from a per capita recession following 21 consecutive quarters of decline.

The Market Ear on the chaos.

DXY is back.

As the Trump regime folds faster than a dodgy poor chair on its tariff tirade against China, risk sentiment is bouncing back across most but not all markets with US and European stocks surging overnight while the USD firmed against the undollars.

On every metric, Australian housing is unaffordable.

In surprise to no one, the Trump regime has wavered first as it signals “very nice” but probably non-existent trade talks with China and nullifies suggestions that Fed Chair Powell’s head is on the chopping block.

The Dutton-led Coalition is staring down a massive election defeat, with the latest polling from Roy Morgan showing Labor’s two-party preferred vote widening to 55.5% (up 1%) against the Coalition’s 44.5%.

They say that the fish rots from the head and never was a truer word spoken about the festering Australian Financial Review.

The Trump Administration is the best thing that has happened to the incumbent Liberal government of Canada.

Time for more yawnzooka as Chinese property falls into a tariff hole.

It is the unsinkable metal ore despite falling steel prices.

Aussie retail sales have been structurally weak, falling in per capita terms over the past two years.

The Climate Council claims that Australians are paying $30 billion more on insurance than they were a decade ago, while premiums have risen at more than twice the average rate of inflation over that time.