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
Where Does Gold Go From Here? Key Drivers to Watch
Gold prices recently regains momentum as investors reassess the outlook for interest rates, the U.S. dollar and global economic and…
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…
ASX Financials Lag as Bank Stocks Slide — What’s Driving the Pullback?
Financials sector is dragging down the ASX, with the big four under pressure. (Bianca De Marchi/AAP PHOTOS) The ASX dipped…
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…
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Monthly Investor Memo
September 2025