Exclusive Market Insights
Equities Uncovered Volume 4: Three ASX Small Caps Building Momentum Beneath the Surface
Welcome back to Equities Uncovered! This week’s selection spans healthcare technology, mining, and software. While the businesses operate in very different industries, they share one…
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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…
ASX Risk-Off Rotation: Miners Slip as Macro Nerves Rise
The ASX 200 eased to a fresh intraday six-week low on Wednesday (-0.4% to ~8775 at midday AEDT). Selling was…
Fed Cut Odds Rise: ASX Set to Open Higher Ahead of CPI and Trump-Xi Talks
A Constructive Risk Tone Wall Street closed stronger after a cooler US core inflation print lifted odds of a near-term…
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