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
OpenAI Code Red: Banks, Big Tech and the Fight for Australia’s AI Future
OpenAI's Australian launch should have been a victory lap. Instead, Sam Altman called a "code red," warning staff that the…
China-Australia Trade Shift Accelerates as Trump’s Tariffs Rewrite Global Markets
China's trade surplus just pushed beyond US$1 trillion for the first time, and the ripple effects are landing squarely in…
Streaming Giant to Studio Titan, The Netflix Warner Bros Acquisition Explained
Netflix’s agreed acquisition of Warner Bros’ studios and streaming division marks the most important media deal since Disney absorbed Fox.…
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
After just 102 days in the top job, Rio Tinto CEO Simon Trott has moved quickly to reshape the company…
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Monthly Investor Memo
September 2025