Economy
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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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…
ASX Second Weekly Loss: Rates Hope Fades, Earnings Bite
Weekly Overview The ASX notched a second straight weekly decline, with the S&P/ASX 200 finishing Friday at 8769.7 (-1.0% w/w).…
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…
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…
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Monthly Investor Memo
September 2025