Chris

[Chris @Chris05627804]

@TheKouk Do you think interest rates will increase in Aug 2026?

[Chris @Chris05627804]

Source: The Migration Agency https://t.co/pshTqxxzQe

[Chris @Chris05627804]

@MarketsDotNews I read yesterday that delinquency rates of commercial properties in the US has just peaked at 11.7%, surpassing the peak during the 2008 crisis. Not good news for commercial bank lending

[Chris @Chris05627804]

@MarketsDotNews I’m wondering with the unemployment rate at a healthy 4.3%, and inflation slowing climbing above and away from the 2% target, whether it’s best to leave interest rates steady

[Chris @Chris05627804]

@ChrisWeston_PS Much appreciated Chris

[Stephen Koukoulas @TheKouk]

House prices tracking higher as supply falters & demand remains strong.
There's been a drop in new listings & population growth has been stronger than forecast.
Good old supply & demand at play.
With these issues remaining in place, house prices will rise.
https://t.co/wVg9dx1NVF

[Alex Joiner 🇦🇺 @IFM_Economist]

Building approvals were weaker after a solid previous month, medium density as volatile as ever

[Alex Joiner 🇦🇺 @IFM_Economist]

Profits were weaker in Q2 on non-mining sector weakness but flat after IVA

[Alex Joiner 🇦🇺 @IFM_Economist]

AU GDP indicators for Q2, priv. non-farm inventories to subtract 0.4ppt weaker than markets expected and impact by upward revision to previous quarter

[Bloomberg @business]

Gold held just below a record as traders weighed the future of the Federal Reserve and uncertainty around US President Donald Trump’s tariffs, ahead of key US jobs data due later this week https://t.co/lxOZqV2qj7

[CommSec @CommSec]

Gold stocks advanced 3% to its highest since June 16 as bullion soared after US inflation data reinforced hopes that the US Federal Reserve could cut interest rates this month.

[CommSec @CommSec]

Continuing the trend, health stocks eased 0.2%. Energy firms dipped 0.6% on the back of lower oil prices. Woodside Energy was down 1%.

[CommSec @CommSec]

Heavyweight miners fell 0.2% after an official survey showed that China's manufacturing activity shrank for a fifth straight month in August. Sector major BHP Group $BHP lost 1%, while iron ore miner Rio Tinto $RIO shed 1.2%.

[CommSec @CommSec]

Australian shares fell on Monday, dragged down by losses in heavyweight banks and miners, while technology stocks also declined in line with a sharp sell-off among its US peers. The S&P/ASX 200 index fell 0.4% to 8,939.7 points. #ausecon

[LiveSquawk @LiveSquawk]

US Durable Goods Orders (M/M) Jul P: -2.8% (est -3.8%; prev -9.4%)
- Durables Ex Transportation (M/M): 1.1% (est 0.2%; prev 0.2%; prev R 0.3%)
- Cap Goods Orders Nondef Ex Air (M/M): 1.1% (est 0.2%; prev -0.8%; prev R -0.6%)
- Cap Goods Ship Nondef EX Air (M/M): 0.7% (est 0.2%; prev 0.3%; prev R 0.4%)

[Andrew O'Connell, CFA, FRM @realpristinecap]

PPI-Final Demand 🥵
PPI m/m: ACTUAL 0.9% - Expecting 0.2%
PPI y/y: ACTUAL 3.3% - Expecting 2.5%
PPI Core m/m: ACTUAL 0.9% - Expecting 0.2%
PPI Core y/y: ACTUAL 3.7% - Expecting 2.9%

[Forbes Middle East @Forbes_MENA_]

The #US private sector shed 33,000 jobs in June, marking the first decline in over two years, indicating labor market weakening amid growing uncertainty over the impact of #Trump's tariffs.

#Forbes

For more details: 🔗 https://t.co/cCrtSKU80n