Opinion & Commentary

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 simply leave rates unchanged or…

Daniel Whittleston
8 Min Read

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Further Analysis & Commentary

SpaceX, OpenAI and Anthropic Could Define the Next IPO Cycle, and Test the Limits of the AI Boom

The next great IPO wave The next IPO cycle is shaping as something bigger than a typical listing window, with…

Inflation fears are rising fast, but the bond market is not buying the panic

On one side, households are bracing for another cost-of-living hit. Oil prices have surged, the Iran war has pushed energy…

ASX Ceasefire Rally: Why the Market’s Relief Trade Still Looks Fragile

The ASX ceasefire rally is the kind of move investors want to believe in, but probably should not trust too…

Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026

The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…

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