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
Retail Investors Buying the Dip as ASX Sell-Off Sparks ETF Inflows
Periods of market stress often reveal a clear divide between institutional caution and retail opportunism. This week provided another example.…
US Treasury Yields Outlook: Inflation Fears and War Shakes the Bond Market
For much of 2026, the playbook in bond markets looked relatively straightforward. Investors could collect yields of roughly 4 per…
Oil Price Surge Toward $120 Sparks Global Market Sell-Off
A sharp surge in oil prices has sent shockwaves through global financial markets, reminding investors how quickly geopolitical risk can…
Fact Check: Did Trump’s Tariffs Actually Shrink The Trade Deficit?
US President Donald Trump has claimed on multiple occasions that his tariffs has successfully reduced the US's trade deficit. Claiming…
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