Macro & Policy Drivers

ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy

A thematic look at companies positioned for the next market cycle.

Dian Nel
8 Min Read

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Further Analysis & Commentary

Unemployment Falls to 4.1% as Youth Drive Hiring

Australia’s labour market finished 2025 on a strong note, with the unemployment rate sliding to 4.1% in December from 4.3%…

Global Markets: Trump Softens Tone, but Volatility Isn’t Going Away

After one of the sharpest cross-asset sell-offs since April, global markets staged a relief rally overnight, not because of what…

Sell America Trade: Why Markets Are Repricing US Political Risk

Financial markets don't usually panic quietly. When investors get nervous, they tend to follow a familiar pattern playbook: sell shares,…

AI Spending in 2026: Growth Engine or the Next Macro Fault Line?

AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…

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