Consumer Staples
RBA Boxed In Recovery: What Hauser’s Stronger-Start Message Means for Markets
Productivity, not policy, will decide the next leg.
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Further Analysis & Commentary
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
Australia’s New 5% Deposit Rule Could Supercharge the Housing Market, But Supply Remains the Achilles’ Heel
A Game-Changing Shift in Housing Policy In one of the most significant housing reforms in recent years, the Albanese Government is preparing…
Woolworths’ $2.2 Billion Gamble: Can “Metro60” Revive Growth and Win Back Shoppers?
Woolworths is making one of its boldest strategic plays in years, a $2.2 billion rebrand and continued rollout of its…
Metcash (ASX: MTS): Stock Analysis
Company Summary Metcash (ASX: MTS) - Business Model & Overview Metcash is Australia's largest wholesale distributor, supplying independent supermarkets, liquor…
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Monthly Investor Memo
September 2025