Trends & Themes
ASX Weekly Market Wrap
Market Overview The Australian sharemarket ended another volatile week on the back foot, with the S&P/ASX 200 falling 0.75% on Friday to close at 8,772.3.…
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Further Analysis & Commentary
ASX Stocks in Focus: Five Quality Picks for a Resilient Portfolio
Markets heading into 2026 are being shaped less by single headlines and more by structural forces, persistent inflation pressures, uneven…
RBA Rate Decision in Focus: Why a February Hike Is Still Not a Lock
The surprise jump in inflation this week has pushed markets and many economists into near-consensus: the Reserve Bank of Australia…
Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
Uranium pushing through US$100 a pound is more than a psychological milestone. It marks a shift in how the market…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
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