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Website title: MacroBusiness - Australian Property Shares Dollar Economy

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TME asks the question. The semis contradiction The semis tape is sending a very different message from the fundamentals. Credit stress has picked up, token prices have collapsed and SOX has been losing ground relative to both software and MAG7. Yet underneath the price action, the fundamental AI infrastructure cycle remains remarkably strong. Cloud economics

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Below is a chart based on Education.gov.au data that shows the share of student enrolments by course: As you can see, the most popular course choice for international students is commerce, which accounted for 34.3% of enrolments in 2024, compared with 14.2% of domestic enrolments. Universities also like selling commerce degrees to international students because

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The bank is Goldman Sachs, and it is hard to argue against. The bank notes that the headline monthly CPI rose 1.0% month over month, with year-over-year growth dropping 30 basis points to 3.5% yoy, above both our and market estimates (GSe: +3.1% yoy; BBG: +3.3% yoy). Worse, the ABS monthly trimmed mean measure grew

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News on the war is benign. Trump said his measures “are effective” and he is “not in a hurry” to do a deal while doing the TACO on the measures with Gulf states.\ Kazem Gharibabadi, Iran’s deputy foreign minister for legal and international affairs, says the Strait of Hormuz remains closed. Qatar’s Prime Minister and

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Victorian Premier Ben Carroll has confirmed that the 26km Suburban Rail Loop (SRL) East between Cheltenham and Box Hill will proceed with construction by 2035. Carroll aims to save $2 billion on the project’s cost, now expected to be $34.5 billion, by scaling back infrastructure, including removing underground interchanges at Box Hill and Glen Waverley,

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