Financials
US Treasury Yields Outlook: Inflation Fears and War Shakes the Bond Market
For much of 2026, the playbook in bond markets looked relatively straightforward. Investors could collect yields of roughly 4 per cent on US Treasuries and…
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Further Analysis & Commentary
Special Dividends 2026: ASX Companies Poised for a Cash-Heavy Year
Australia may be heading into a year where special dividends return in force, with some of the country's biggest listed…
ASX Financials Lag as Bank Stocks Slide — What’s Driving the Pullback?
Financials sector is dragging down the ASX, with the big four under pressure. (Bianca De Marchi/AAP PHOTOS) The ASX dipped…
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…
Hedge Funds Surge as CBA Short and Metals Rally Drive November’s Big Winners
Australia's hedge funds just delivered one of their strongest months of the year, riding the sharp sell-off in technology stocks,…
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