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Further Analysis & Commentary

RBA Boxed In Recovery: What Hauser’s Stronger-Start Message Means for Markets

The RBA says this easing cycle began from the tightest starting point in at least 45 years, demand already brushing…

AI Funding Reality Check: From Capex Promises to Cash Flows

The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…

Newmont Corporation (ASX: NEM): Equity Research Analysis

Newmont enters the next leg of the gold cycle as the world's largest listed gold producer with a broadened copper…

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