Macro & Policy Drivers
Australia Will Never Pay Off Its Debt, That’s Fine
Australia's debt is growing, but that doesn't mean it's unsustainable. Modern governments refinance debt rather than repay it, and financial markets depend on government bonds…
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Further Analysis & Commentary
Bitcoin Outlook 2026: What Investors Need to Know
The clean narrative ("stocks down, crypto down") keeps breaking because crypto is being pulled by three different forces at once:…
Unemployment Falls to 4.1% as Youth Drive Hiring
Australia’s labour market finished 2025 on a strong note, with the unemployment rate sliding to 4.1% in December from 4.3%…
Global Markets: Trump Softens Tone, but Volatility Isn’t Going Away
After one of the sharpest cross-asset sell-offs since April, global markets staged a relief rally overnight, not because of what…
Sell America Trade: Why Markets Are Repricing US Political Risk
Financial markets don't usually panic quietly. When investors get nervous, they tend to follow a familiar pattern playbook: sell shares,…

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