Global Markets
Markets Rebound After Greenland Pivot Boosts Risk Appetite
Stocks rallied globally as tariff risks faded, small caps outperformed, and investors weighed rotation against lingering policy uncertainty.
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Further Analysis & Commentary
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…
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…
Gold at Records, ASX Still Up: A week of Nerves & Winners
Week ended Friday, 17 Oct 2025 The ASX 200 slipped on Friday but still banked a +0.4% weekly gain as…
Gold & Silver Surge Playbook: Who Wins and What to Watch
Gold's explosive rally past US$4,150 an ounce and silver's surge beyond US$52.50 an ounce have transformed global sentiment toward precious…
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Monthly Investor Memo
September 2025