ASX Weekly Market Wrap
Market Overview Australian shares extended their rally to a second straight weekly gain, with the ASX 200 rising 3.19% to 9,263.6 despite a near flat…
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The Hidden Cost of the AI Boom
Artificial intelligence is fuelling one of the largest investment booms in history. Beyond the debt visible on company balance sheets…
Why The Japanese Yen Is Struggling
Japan has spent years defending the yen, yet the currency continues to weaken. From interest rate differentials and the carry…
The Hidden Mechanics of ASX Sector Rotation
Sector rotation is one of the most important forces driving equity markets, yet many investors overlook it because they focus…
Big Tech Is No Longer One Trade
The latest earnings season showed Wall Street is no longer rewarding Big Tech equally. As AI spending, interest rates and…
Markets
ASX Weekly Market Wrap
Market Overview The Australian sharemarket finished July on a much stronger footing, delivering its best weekly performance since April and reminding investors how quickly market…
Highlighted Insights
SoftBank’s $40 Billion Bridge Loan Signals the Growing Scale of AI Financing
How a traditional form of debt can cause an unprecedented effect.
AI chip stocks are falling, and traders are starting to question the trade
The AI chip boom is no longer moving in one direction. After an exceptional rally, semiconductor stocks linked to artificial…
Australia Will Never Pay Off Its Debt, That’s Fine
Australia's debt is growing, but that doesn't mean it's unsustainable. Modern governments refinance debt rather than repay it, and financial…
RBA Decision Tomorrow: Hold, Hike, or Hawkish Pause?
All eyes are on the Reserve Bank ahead of tomorrow's interest rate decision, with markets divided over whether policymakers will…
Web Travel Group Shares Jumped 12% on the Wrong Number
The A$90 million buyback got the headlines. The exchange rate buried in the guidance is what actually changed the earnings…
Featured Investments (Stock Picks)
Woodside Energy (WDS: ASX): Equity Research Analysis
Why WDS still looks like a strong income pick as LNG growth nears.
5 ASX Stocks To Own in a Higher Rate, Higher Volatility Market
The Australian market is dealing with two forces at once. The first is a renewed…
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ASX Sector Rotation: Why Investors Are Moving Beyond Tech Hype and Back Into Real Assets
The ASX Sector Rotation 2026 story is not really about a collapse in tech. It…
CSL Limited (ASX: CSL): Equity Analysis
CSL has been punished like a broken business. The numbers suggest a hard reset instead.
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Goodman Group (ASX: GMG): Equity Research
Goodman Group has long been considered one of the highest-quality industrial property names on the ASX. For years, the investment…
3 Mid-Cap Stocks to Consider buying in a Cyclical Economy
Non-cyclical stocks, often referred to as defensive stocks, are shares in companies whose earnings and demand tend to remain relatively…
Market Outlook: Key Themes That Matter For the Week Ahead
The latest market outlook is really about a market that is losing its clean narrative. For much of the past…
PEXA short interest ASX: why traders are targeting the stock and what it signals for other ASX shorts
PEXA’s short-interest shock PEXA (ASX: PXA) has moved firmly into the short-sell spotlight, with the stock hit by a sharp…
ASX Mining Stocks: Fuel Constraints, Falling Commodities and What Comes Next
Australia’s mining sector is facing a different kind of shock. For most of the past few years, investors have analysed…
The overlooked AI trade is the one that actually plugs it into the wall
The most interesting AI trade in 2026 may be the one investors are still treating like an old-economy footnote. That…

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