Mark Graph @mark-graph.bsky.social · 12/05/2025Rent price growth still on the high side. #auspol #ausbiz #ausecon 110
Reposted by Mark GraphMichael Klapdor @mklapdor.bsky.social · 06/05/2025Budget Tree one week out from traditional budget day 2292
Mark Graph @mark-graph.bsky.social · 03/05/2025Some light reading while you wait in the queue to vote. Two posts this morning: (1) Polls - marktheballot.blogspot.com/2025/05/elec... (2) Betting Market - marktheballot.blogspot.com/2025/05/elec... #ausvotes #auspol #ausbiz #auseconmarktheballot.blogspot.comElection day - pollsThere are two posts this morning. This is the polls post, and separately there is a betting market update . Two-party preferred There is an ... 032
Mark Graph @mark-graph.bsky.social · 01/05/2025Updated aggregation and betting market charts - but the same story. #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/05/day-...marktheballot.blogspot.comDay 36 - 2025 Federal ElectionThe election is tomorrow! Today we have two more polls: Freshwater strategy 51.5/48.5 to Labor, and DemosAU 51/49 to Labor. The aggregation... 021
Reposted by Mark GraphIndividual K @hahahahakev.bsky.social · 01/05/2025Full post from Mark Graph on potential herding of opinion polls, D-minus 2 till voting ends #auspol #ausvotes marktheballot.blogspot.com/2025/05/day-...marktheballot.blogspot.comDay 35 - 2025 Federal ElectonIt looks like we are seeing some poll-herding in the lead-up to 2025 Election. Since yesterday's blog post, two more polls were released in ... 002
Mark Graph @mark-graph.bsky.social · 30/04/2025I felt very nervous before the 2019 election because the low variance in the set of opinion polls was mathematically implausible. It turned out those polls were just wrong. I am alert to a possible repeat in 2025, albeit the low variance in 2025 is nowhere near as bad as 2019. 110
Mark Graph @mark-graph.bsky.social · 30/04/2025This smells a little odd to me. About a 1 in 69 chance that the set of all national 2pp polls since 1 April (inclusive) occurred by chance. Is it herding? Is it resampling? I don't know. But I don't like it. #auspol #ausvotes #ausecon #ausbiz 151
Mark Graph @mark-graph.bsky.social · 28/04/2025Latest Newspoll (52/48 Labor) suggests we are looking at a repeat of the last election. #auspol #ausbiz #ausecon #ausvotes marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 32 - 2025 Federal ElectionToday we have a new Newspoll (52/48) in Labor's favour. The Bayesian aggregation is unchanged. We are looking at a result much like the prev... 000
Mark Graph @mark-graph.bsky.social · 26/04/2025My analysis on how the Trump Trade Wars will unfold. markthegraph.blogspot.com/2025/04/us-t... #usa #trump #auspol #ausbiz #auseconmarkthegraph.blogspot.comUS Trade WarsAnalysis Trump is ideologically committed to tariffs, and short of disaster, is likely to end up with an increased tariff regime at the end ... 000
Mark Graph @mark-graph.bsky.social · 26/04/2025A big movement to Labor in electorate betting. Labor is favourite in 77 seats (majority govt). Most-likely Parliament outcome is Labor on 72 seats (minority govt). #auspol #ausvotes #ausecon #ausbiz marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 30 - 2025 Federal ElectionAt this point everyone expects Labor to form government following the election. The only question is whether it will be majority or minority... 130
Mark Graph @mark-graph.bsky.social · 22/04/2025Roy Morgan has Labor on 55.5% - better than any election result for Labor in the past 75 years. My aggregation is 52%, a similar result to the last election. #ausvotes #auspol #ausecon #ausbiz marktheballot.blogspot.com 050
Mark Graph @mark-graph.bsky.social · 22/04/2025Today we focus on those seats where independent candidates have a prospect of winning the seat. There are a few new names here that could surprise. #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-... 160
Mark Graph @mark-graph.bsky.social · 21/04/2025Newspoll 52/48 in Labor's favour. My aggregation of pollster Labor 2pp estimates is 51.9 per cent. If the polls are right, the election result will be close to the previous election. #auspol #ausvotes #ausecon #ausbiz marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 25 - 2025 Federal ElectionWe have another Newspoll , in which Labor has a two-party preferred (2pp) vote share of 52 per cent (which is the same result as the previou... 042
Mark Graph @mark-graph.bsky.social · 18/04/2025Election outcome odds and probabilities for every seat. Huge betting market update. More than 300 charts. It's all half price it's all got to go. #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 23 - 2025 Federal ElectionI have been refining my code for the individual seats market at Sportsbet.com.au . Before we get to the charts for every seat, let me take y... 041
Mark Graph @mark-graph.bsky.social · 15/04/2025Polls and the betting markets continue to move in Labor's favour. #ausvote #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 20 - 2025 Federal ElectionYesterday we had an Essential poll with Labor on 50 per cent 2pp, the Coalition on 45 per cent and 5 per cent undecided (which I make as 52.... 030
Mark Graph @mark-graph.bsky.social · 15/04/2025t is unusual for a second term government to outperform its first term 2pp vote share. Today's polls suggest it might be possible for this Labor government. #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 19 - 2025 Federal ElectionIt is unusual for a second term government to outperform its first term 2pp vote share. Today's polls suggest it might be possible for this... 062
Mark Graph @mark-graph.bsky.social · 11/04/2025Some movement on the individual seats market. #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-... 030
Mark Graph @mark-graph.bsky.social · 11/04/2025Updated poll aggregation charts following today's YpuGov (which had Labor 2pp at 52.5%). #ausvotes #auspol #ausecon #ausbiz marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 15 - 2025 Federal ElectionToday a YouGov poll was released. It had Labor on 52.5 per cent of the two party preferred vote share: a better result for Labor than the 2... 030
Mark Graph @mark-graph.bsky.social · 08/04/2025Complete set of charts for the individual seats market #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 13 - 2025 Federal ElectionToday, let's look the complete set of charts from the individual seats market. Overall, we can see another net seat with Labor in the lead. ... 110
Mark Graph @mark-graph.bsky.social · 07/04/2025(1) Another Morgan poll that seems out-of-step with the rest of the field. Out of caution, I am treating Morgan polls since mid-Feb as a different series. (2) Betting market firms to Labor. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-... 010
Reposted by Mark GraphMark Graph @mark-graph.bsky.social · 06/04/2025Updated Poll aggregations - Labor in front - but minority government the most likely outcome. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 11 - 2025 Federal ElectionYesterday brought us a new Newspoll: 52 to 48 in Labor's favour in two party preferred terms. If repeated at an election, this would deliver... 011
Mark Graph @mark-graph.bsky.social · 06/04/2025Updated Poll aggregations - Labor in front - but minority government the most likely outcome. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 11 - 2025 Federal ElectionYesterday brought us a new Newspoll: 52 to 48 in Labor's favour in two party preferred terms. If repeated at an election, this would deliver... 011
Mark Graph @mark-graph.bsky.social · 05/04/2025 It looks like the punters are firming their views on the 2025 Federal Election. #auspol #ausbiz #ausecon 060
Mark Graph @mark-graph.bsky.social · 04/04/2025The complete set of individual seat betting market probabilities (from sportsbet.com.au) showing some movement to Labor over the past 24 hours. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-... 010
Mark Graph @mark-graph.bsky.social · 02/04/2025Some individual seat movements. #auspol #ausbiz #ausecon 120
Mark Graph @mark-graph.bsky.social · 01/04/2025The betting market still sees it as a very close race, #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-... 021
Mark Graph @mark-graph.bsky.social · 31/03/2025A polling aggregation update. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...marktheballot.blogspot.comDay 5 - 2025 Federal ElectionYesterday's polls were plentiful. Roy Morgan had Labor on 53 per cent of the two party preferred vote (unchanged on its previous print a for... 181
Mark Graph @mark-graph.bsky.social · 31/03/2025Another way to view the betting market data - stacked win probabilities for each seat (data from this morning) - sorted by Labor. #auspol #ausbiz #ausecon 042
Mark Graph @mark-graph.bsky.social · 31/03/2025A quick look at the number of individual seats the punters think each party will win at the 2025 Federal Election. Spoiler alert: the punters think no party will achieve the 76 seats needed for majority government. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/03/day-...marktheballot.blogspot.comDay 4 - 2025 Federal ElectionToday I am looking at the individual seat betting markets. These markets are tricky to analyse because of the favourite-longshot bias proble... 021
Mark Graph @mark-graph.bsky.social · 30/03/2025Apologies the previous charts had the labels a bit garbled. 000
Mark Graph @mark-graph.bsky.social · 30/03/2025Today we take another look at betting markets for the next Federal Election. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/03/day-...marktheballot.blogspot.comDay 3 - 2025 Federal ElectionAround lunchtime every day I take a snapshot of the odds for the winner of the next Federal Election at sportsbet . I use it as a barometer ... 000
Mark Graph @mark-graph.bsky.social · 30/03/2025There are too many degrees of freedom for constraints to sensibly combine data. 100
Mark Graph @mark-graph.bsky.social · 30/03/2025Any model needs to contend with a paucity of data in 5 of the 8 states/territories. It also needs to contend with a paucity of pollsters in many states. You can see this in the attached charts (using a monthly analytic frame). 100
Mark Graph @mark-graph.bsky.social · 29/03/2025I do not constrain. I have tried constrained models, but was not happy with the output. 100
Mark Graph @mark-graph.bsky.social · 29/03/2025Today I looked at the pollster two-party preferred estimates for the larger states and territories. A full set of charts are here: marktheballot.blogspot.com/2025/03/day-... #auspol #ausbiz #auseconmarktheballot.blogspot.comDay 2 - Federal Election 2025Today I spent some time looking at the published two-party preferred (2pp) opinion poll estimates for each of the Australian states and terr... 131
Reposted by Mark GraphKevin Bonham @kevinbonham.bsky.social · 03/03/2025Election date watch: no movement today so April 5 is gone, realistically leaving April 12, May 3, May 10 and May 17. (April 12 is widely expected, Sky yesterday claimed May 3 and 10 were still being considered.) 5164
Mark Graph @mark-graph.bsky.social · 26/02/2025Updated poll aggregations. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/02/late...marktheballot.blogspot.comLate February 2025 Polling UpdateTwo-party preferred The localised regression has Labor on 49 per cent, and the Coalition on 51 per cent of the two party preferred vote (2pp... 010
Mark Graph @mark-graph.bsky.social · 24/02/2025A small movement on the betting market in the Coalition's favour. Time will tell if this is sustained. Coalition: $1.50. Labor $2.62. #auspol #ausbiz #ausecon 010
Mark Graph @mark-graph.bsky.social · 16/02/2025The betting market continues its wondrous dance. The Coalition is on $1.53. Labor is on $2.50 to win. After adjusting for the bookmaker's overround, punters give the Coalition a 61.4% probability of winning the next election #auspol #ausbiz #ausecon 120
Mark Graph @mark-graph.bsky.social · 14/02/2025Betting market and polling update for mid-Februart #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/02/bett... 020
Reposted by Mark GraphMark Graph @mark-graph.bsky.social · 07/02/2025In the minds of the punters, we are increasingly seeing a Coalition win next election. #auspol #ausbiz #ausecon (Caveat: sometimes the punters get it wrong). 122
Mark Graph @mark-graph.bsky.social · 07/02/2025In the minds of the punters, we are increasingly seeing a Coalition win next election. #auspol #ausbiz #ausecon (Caveat: sometimes the punters get it wrong). 122
Mark Graph @mark-graph.bsky.social · 29/01/2025Looks like a 25 basis point cut to the RBA cash rate is on the table for February. #auspol #ausbiz #ausecon 030
Reposted by Mark GraphZac Gross @zacgross.bsky.social · 28/01/2025I was skeptical but it turns out cost of living subsides do affect underlying inflation rates! The trimmed mean can still be substantially affected, but the weighted median is relatively unbiased 031
Mark Graph @mark-graph.bsky.social · 28/01/2025Another excellent piece by @zacgross.bsky.social and why I will be looking at the weighted median when it comes out later today. open.substack.com/pub/gross/p/...open.substack.comWhich price is right?How subsidies affect underlying inflation 001
Reposted by Mark GraphMark Graph @mark-graph.bsky.social · 27/01/2025The real state of the Australian economy. Not as bad as some say. Not as good as others paint it. #auspol #ausbiz #ausecon markthegraph.blogspot.com/2025/01/the-...markthegraph.blogspot.comThe State of the Australianb EconomyI am seeing posts on X (formerly Twitter) and Bluesky that argue all is well with the Australian economy. The stylised facts go something ... 153
Mark Graph @mark-graph.bsky.social · 27/01/2025The real state of the Australian economy. Not as bad as some say. Not as good as others paint it. #auspol #ausbiz #ausecon markthegraph.blogspot.com/2025/01/the-...markthegraph.blogspot.comThe State of the Australianb EconomyI am seeing posts on X (formerly Twitter) and Bluesky that argue all is well with the Australian economy. The stylised facts go something ... 153