Economy
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
When execution slips, markets stop listening to the gold story and start questioning trust
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Further Analysis & Commentary
Bitcoin Slips Below $100k, Then Rebounds: Macro, Liquidity and Flows Drive the Tape
What Happened and Why it Matters Bitcoin slipped as much as 7.4% to about US$96.8k in New York before rebounding…
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…
ASX Diverges on Shocks: Banks Prop, Health & Tech Slide as Domino’s Pops, CSL Sinks
ASX Diverges on Shocks ASX diverges on shocks as headline-driven moves overwhelm the Wall Street lead. By late morning. the…
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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Monthly Investor Memo
September 2025