Energy & Utilities
The ASX next run higher may depend on miners doing the heavy lifting
Morgan Stanley sees record high even as domestic earnings crack
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Further Analysis & Commentary
RBA hikes to 4.35% and drops any pretence of patience
The RBA’s move to 4.35% is not a surprise. The tone is the story. This was the third hike this…
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…
Why oil’s latest surge looks more dangerous than the last one
The latest jump in crude is telling the market something more serious than “tensions are high.” The real message is…
ASX Stocks in Focus: 5 names that fit the market’s shift into heavier assets
The latest ASX Stocks in Focus list starts with a market that has become less forgiving. That is the defining…

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