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
Nickel’s Rally Exposes the Fragile Future of Australia’s Producers
Nickel's sudden jump to a 15 month-high has injected a rare dose of optimism into a market that has spent…
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 Outlook: Cautious Trading as RBA Turns Hawkish and Fed Cuts Again
The Australian share market tread water this week as investors balanced conflicting signals from local and global monetary policy, with…
Market’s Update: Gold Rallies, Tech Slips
The ASX traded flat on Wednesday afternoon, caught between a more hawkish stance from the Reserve Bank of Australia and…
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Monthly Investor Memo
September 2025