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ASX Weekly Market Wrap
The Australian sharemarket delivered its strongest weekly performance in a month, with the ASX 200 climbing 1.2% for the week and finishing the month 0.4%…
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Further Analysis & Commentary
Nvidia AI Outlook: Can the Chip Giant Sustain Its Dominance?
Nvidia remains at the centre of the artificial intelligence boom, but markets are beginning to question how much further the…
Magellan-Barrenjoey: Billion-Dollar Merger?
Magellan plans to acquire Barrenjoey in a merger worth more than $900 million, expected to complete in Q4 2026. In…
BHP Rio CEO Strategy: Insider Appointments Signal Confidence
When BHP Group and Rio Tinto appoint long serving insiders as chief executives at the same time, it sends a…
Australia Recession Risk 2026: Growth Slows as Pressure Builds
Australia’s economy is not yet in recession. However, the warning signs are becoming harder to ignore. Growth remains positive, unemployment…
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Monthly Investor Memo
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