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…
The Investor Standard – Your Investing Edge
Receive curated weekly stock picks, top-performing equities, and actionable investment ideas to maximise your portfolio potential.
Investor Insights, Delivered
Unlock expert insights, stock recommendations, and market analysis – all in one place. Get the latest market news and stock picks instantly.
Further Analysis & Commentary
China-Australia Trade Shift Accelerates as Trump’s Tariffs Rewrite Global Markets
China's trade surplus just pushed beyond US$1 trillion for the first time, and the ripple effects are landing squarely in…
RBA Rate Expectations Swing, but Bond Investors Say the Market Has Overshot
As the Reserve Bank of Australia heads into its final meeting of 2025, the market has swung violently in its…
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
OpenAI has operated for two years as the defining force behind modern artificial intelligence, but until now, Australia has been…
Strategy Bitcoin Sale Fears Trigger Fresh Volatility Across Crypto Markets
For years, Michael Saylor's message to investors was blunt: never sell your bitcoin. His company, formerly MicroStrategy, now rebranded as…
Socials
Monthly Investor Memo
Delivered Monthly - 2026