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
Australian Housing Market Breaks Free From Rate Logic as Prices Surge Again
The Australian housing market is entering 2026 with strong momentum despite a year of interest rate cuts that were supposed…
RBA Rate Debate Splits Economists as Inflation Proves Stubborn
Australia's inflation debate has lurched back into centre stage, and this time the economic consensus has splintered. The latest AFR…
Papua LNG Costs Put Santos at a Crossroads
Santos is approaching a defining moment. the long-delayed Papua LNG project, now carrying a significantly inflated price tag, is edging…
ASX Governance Crisis: Why ASIC’s Warning Puts Structural Separation Back in Play
The ASX is now confronting the most serious threat to its structure in decades after ASIC chairman Joe Longo delivered…
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Monthly Investor Memo
September 2025