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
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…
ASX Governance Crisis: Why ASIC’s Warning Puts Structural Separation Back in Play
The ASX is now confronting the most serious threat to its structure in decades after ASIC chairman Joe Longo delivered…
Market’s Update: Gold Rallies, Tech Slips
The ASX traded flat on Wednesday afternoon, caught between a more hawkish stance from the Reserve Bank of Australia and…
OpenAI Code Red: Banks, Big Tech and the Fight for Australia’s AI Future
OpenAI's Australian launch should have been a victory lap. Instead, Sam Altman called a "code red," warning staff that the…
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