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
Australia Recession Risk 2026: Why the Odds are Rising
Summary Australia's recession risk The best way to think about Australia's recession risk in April 2026 is this: the economy…
5 Quality Value ASX Stocks in a Market That Still Looks Mispriced
Summary This weeks ASX stocks in focus setup starts with a simple observation: the Australian market is not broadly cheap,…
Inflation fears are rising fast, but the bond market is not buying the panic
On one side, households are bracing for another cost-of-living hit. Oil prices have surged, the Iran war has pushed energy…
ASX Ceasefire Rally: Why the Market’s Relief Trade Still Looks Fragile
The ASX ceasefire rally is the kind of move investors want to believe in, but probably should not trust too…
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