Exclusive Market Insights

ASX Stocks in Focus: The Second Number in Each Update

Myer beat on sales and gave up margin. Electro Optic Systems upgraded twice in six weeks. Stanmore's refinancing beats its production beat. Dexus is still…

Dian Nel
11 Min Read

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Further Analysis & Commentary

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…

Perth Median Near $1M: What it means for prices & investors

Perth's median house price is less than $20,000 shy of $1 million after rising about $90,000 over the past year,…

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