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…

Peter Boyd
10 Min Read

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Further Analysis & Commentary

ASX Edges Lower Again as CBA Drags; Gold and Lithium Shine

The ASX 200 slipped 0.2% to 8,818 as a sharp sell-off in Commonwealth Bank (-6.6%) overwhelmed strength across nine of…

RBA Boxed In Recovery: What Hauser’s Stronger-Start Message Means for Markets

The RBA says this easing cycle began from the tightest starting point in at least 45 years, demand already brushing…

Bitcoin Slips Below $100k, Then Rebounds: Macro, Liquidity and Flows Drive the Tape

What Happened and Why it Matters Bitcoin slipped as much as 7.4% to about US$96.8k in New York before rebounding…

Fed Cut Odds Rise: ASX Set to Open Higher Ahead of CPI and Trump-Xi Talks

A Constructive Risk Tone Wall Street closed stronger after a cooler US core inflation print lifted odds of a near-term…

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