Market Overview
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
U.S. Government Shutdown: Duration Matters More Than Drama
The U.S. federal government shut down at 12:01am on Oct 1 after competing funding bills failed in the Senate. With…
RBA Holds at 3.60%: A “Wait and See” Amid Inflation
The Reserve Bank of Australia (RBA) holds the cash rate at 3.60% in its latest meeting, opting for caution in…
China Halts BHP Iron-Ore Cargoes: What It Means for ASX Miners
China Pulls the Plug on BHP Cargoes China bans BHP iron ore cargoes in a pricing dispute as Bloomberg (via…
ASX Faces RBA Criticism Amid CHESS Cutover Release
The Reserve Bank of Australia (RBA) has delivered a sharp rebuke of ASX's clearing settlement operations, raising red flags over…
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Monthly Investor Memo
September 2025