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…
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Further Analysis & Commentary
Australia’s Debt, Interest Rates and Productivity – Where It All Might Be Headed
Australia’s economic backdrop has shifted meaningfully, moving away from the easy-money, low-debt conditions that defined much of the 2010s and…
RBA hikes to 4.35% and drops any pretence of patience
The RBA’s move to 4.35% is not a surprise. The tone is the story. This was the third hike this…
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…
Genius Sports Completes £1.2bn Acquisition of Legend
Company Summary: Genius Sports Genius Sports is a leading global provider of sports data, technology, and media rights, delivering real-time…
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