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Mark Graph

@mark-graph.bsky.social
183 followers 138 following 82 posts

Data. Python. Economics. Social policy. Politics. Analysis. Australia. Not financial advice. Links tweets follows ≠ endorsement. marktheballot.blogspot.com

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Mark Graph @mark-graph.bsky.social · 12/05/2025
Rent price growth still on the high side. #auspol #ausbiz #ausecon
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Michael Klapdor @mklapdor.bsky.social · 06/05/2025
Budget Tree one week out from traditional budget day
Photo of Japanese Maple with red leaves in Parliament House courtyard
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Mark Graph @mark-graph.bsky.social · 03/05/2025
Some 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 #ausecon
marktheballot.blogspot.com
Election day - polls
There are two posts this morning. This is the polls post, and separately there is a betting market update . Two-party preferred There is an ...
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Mark Graph @mark-graph.bsky.social · 01/05/2025
Updated aggregation and betting market charts - but the same story. #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/05/day-...
marktheballot.blogspot.com
Day 36 - 2025 Federal Election
The 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...
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Individual K @hahahahakev.bsky.social · 01/05/2025
Full 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.com
Day 35 - 2025 Federal Electon
It 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 ...
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Mark Graph @mark-graph.bsky.social · 30/04/2025
I 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.
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Mark Graph @mark-graph.bsky.social · 30/04/2025
This 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
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Mark Graph @mark-graph.bsky.social · 28/04/2025
Latest 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.com
Day 32 - 2025 Federal Election
Today 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...
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Mark Graph @mark-graph.bsky.social · 26/04/2025
My analysis on how the Trump Trade Wars will unfold. markthegraph.blogspot.com/2025/04/us-t... #usa #trump #auspol #ausbiz #ausecon
markthegraph.blogspot.com
US Trade Wars
Analysis Trump is ideologically committed to tariffs, and short of disaster, is likely to end up with an increased tariff regime at the end ...
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Mark Graph @mark-graph.bsky.social · 26/04/2025
A 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.com
Day 30 - 2025 Federal Election
At this point everyone expects Labor to form government following the election. The only question is whether it will be majority or minority...
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Mark Graph @mark-graph.bsky.social · 22/04/2025
Roy 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
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Mark Graph @mark-graph.bsky.social · 22/04/2025
Today 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-...
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Mark Graph @mark-graph.bsky.social · 21/04/2025
Newspoll 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.com
Day 25 - 2025 Federal Election
We 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...
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Mark Graph @mark-graph.bsky.social · 18/04/2025
Election 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.com
Day 23 - 2025 Federal Election
I 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...
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Mark Graph @mark-graph.bsky.social · 15/04/2025
Polls and the betting markets continue to move in Labor's favour. #ausvote #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...
marktheballot.blogspot.com
Day 20 - 2025 Federal Election
Yesterday 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....
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Mark Graph @mark-graph.bsky.social · 15/04/2025
t 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.com
Day 19 - 2025 Federal Election
It 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...
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Mark Graph @mark-graph.bsky.social · 11/04/2025
Some movement on the individual seats market. #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...
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Mark Graph @mark-graph.bsky.social · 11/04/2025
Updated 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.com
Day 15 - 2025 Federal Election
Today 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...
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Mark Graph @mark-graph.bsky.social · 08/04/2025
Complete set of charts for the individual seats market #ausvotes #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...
marktheballot.blogspot.com
Day 13 - 2025 Federal Election
Today, 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. ...
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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-...
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Mark Graph @mark-graph.bsky.social · 06/04/2025
Updated Poll aggregations - Labor in front - but minority government the most likely outcome. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...
marktheballot.blogspot.com
Day 11 - 2025 Federal Election
Yesterday 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...
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Mark Graph @mark-graph.bsky.social · 06/04/2025
Updated Poll aggregations - Labor in front - but minority government the most likely outcome. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...
marktheballot.blogspot.com
Day 11 - 2025 Federal Election
Yesterday 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...
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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
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Mark Graph @mark-graph.bsky.social · 04/04/2025
The 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-...
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Mark Graph @mark-graph.bsky.social · 02/04/2025
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Mark Graph @mark-graph.bsky.social · 02/04/2025
Some individual seat movements. #auspol #ausbiz #ausecon
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Mark Graph @mark-graph.bsky.social · 01/04/2025
The betting market still sees it as a very close race, #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...
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Mark Graph @mark-graph.bsky.social · 31/03/2025
A polling aggregation update. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/04/day-...
marktheballot.blogspot.com
Day 5 - 2025 Federal Election
Yesterday'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...
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Mark Graph @mark-graph.bsky.social · 31/03/2025
Another way to view the betting market data - stacked win probabilities for each seat (data from this morning) - sorted by Labor. #auspol #ausbiz #ausecon
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Mark Graph @mark-graph.bsky.social · 31/03/2025
A 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.com
Day 4 - 2025 Federal Election
Today I am looking at the individual seat betting markets. These markets are tricky to analyse because of the favourite-longshot bias proble...
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Mark Graph @mark-graph.bsky.social · 30/03/2025
Apologies the previous charts had the labels a bit garbled.
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Mark Graph @mark-graph.bsky.social · 30/03/2025
Today we take another look at betting markets for the next Federal Election. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/03/day-...
marktheballot.blogspot.com
Day 3 - 2025 Federal Election
Around 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 ...
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Mark Graph @mark-graph.bsky.social · 30/03/2025
There are too many degrees of freedom for constraints to sensibly combine data.
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Mark Graph @mark-graph.bsky.social · 30/03/2025
Any 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).
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Mark Graph @mark-graph.bsky.social · 29/03/2025
I do not constrain. I have tried constrained models, but was not happy with the output.
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Mark Graph @mark-graph.bsky.social · 29/03/2025
Today 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 #ausecon
marktheballot.blogspot.com
Day 2 - Federal Election 2025
Today I spent some time looking at the published two-party preferred (2pp) opinion poll estimates for each of the Australian states and terr...
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Kevin Bonham @kevinbonham.bsky.social · 03/03/2025
Election 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.)
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Mark Graph @mark-graph.bsky.social · 26/02/2025
Updated poll aggregations. #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/02/late...
marktheballot.blogspot.com
Late February 2025 Polling Update
Two-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...
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Mark Graph @mark-graph.bsky.social · 24/02/2025
A 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
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Mark Graph @mark-graph.bsky.social · 16/02/2025
The 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
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Mark Graph @mark-graph.bsky.social · 14/02/2025
Betting market and polling update for mid-Februart #auspol #ausbiz #ausecon marktheballot.blogspot.com/2025/02/bett...
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Mark Graph @mark-graph.bsky.social · 07/02/2025
In the minds of the punters, we are increasingly seeing a Coalition win next election. #auspol #ausbiz #ausecon (Caveat: sometimes the punters get it wrong).
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Mark Graph @mark-graph.bsky.social · 07/02/2025
In the minds of the punters, we are increasingly seeing a Coalition win next election. #auspol #ausbiz #ausecon (Caveat: sometimes the punters get it wrong).
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Mark Graph @mark-graph.bsky.social · 29/01/2025
Looks like a 25 basis point cut to the RBA cash rate is on the table for February. #auspol #ausbiz #ausecon
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Zac Gross @zacgross.bsky.social · 28/01/2025
I 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
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Mark Graph @mark-graph.bsky.social · 28/01/2025
Another 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.com
Which price is right?
How subsidies affect underlying inflation
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Mark Graph @mark-graph.bsky.social · 27/01/2025
The 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.com
The State of the Australianb Economy
I am seeing posts on X (formerly Twitter) and Bluesky that argue all is well with the Australian economy. The stylised facts go something ...
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Mark Graph @mark-graph.bsky.social · 27/01/2025
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Mark Graph @mark-graph.bsky.social · 27/01/2025
The 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.com
The State of the Australianb Economy
I am seeing posts on X (formerly Twitter) and Bluesky that argue all is well with the Australian economy. The stylised facts go something ...
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