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
Japan’s Election, Sanae Takaichi: Japan’s Thatcher or Truss?
Prime Minister Sanae Takaichi’s won a decisive landslide in Japan’s snap election on February 8, securing a supermajority in the…
RBA Raises Cash Rate to 3.85% as Inflation Pressures Persist
In its first policy decision of 2026, the RBA raised the official cash rate by 25 basis points from 3.60%…
Markets Stabilise as Europe Hits Record and Metals Reprice
Global markets stabilised after recent bouts of volatility. In the US, major indexes climbed sharply with the Dow rising 1.1%…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
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