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
DroneShield’s Rise and Collapse Exposes the Fragility of Defence-Tech Hype
DroneShield's trajectory this year has been as dramatic as it has been instructive. The company surged into the ASX 200,…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
Markets Snap Out of the Rate-Cut Dream: Tech, Crypto and Small Caps Lead the Sell-Off
Markets Hit Reality Check The ASX joined a global rout on Friday as fading hopes for interest rate cuts triggered…
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