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
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…
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…
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…
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