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
5 ASX Stocks To Own in a Higher Rate, Higher Volatility Market
The Australian market is dealing with two forces at once. The first is a renewed inflation shock from energy, driven…
Fund Managers Reveal Top Stock Picks Amid Market Volatility and AI
Global markets have entered a period of heightened uncertainty. Escalating tensions in the Middle East have triggered sharp swings in…
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
In this weeks ASX stocks in focus series: Financial markets are entering a phase where macro forces matter again. For…
Oil Shock Pushes Markets to Bet on Earlier RBA Rate Hike
Expectations for another Reserve Bank of Australia rate increase are rapidly building as the conflict in the Middle East pushes…
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