Macro & Policy Drivers
A Case Against Royalties And For A Resource Rent Tax
Royalties tax production. Resource rent taxes tax profits. The distinction may determine how much value Australians receive from their natural resources.
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Further Analysis & Commentary
AI Euphoria vs Risk Control: What It Means For Investors
AI rally risk management: Top Australian fund managers are trimming high-beta technology exposure as AI-linked gains propel global indices but…
Momentum Week Equities Breakout: Oil Buckles, Gold Surges
Momentum week: equities break out fresh highs as momentum broadened, oil slid hard on supply nerves, and gold powered toward…
U.S. Government Shutdown: Duration Matters More Than Drama
The U.S. federal government shut down at 12:01am on Oct 1 after competing funding bills failed in the Senate. With…
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