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
US Dollar Safe Haven Status Restored Amid Iran Conflict and Oil Spike
For much of this year, the US dollar looked vulnerable. Expectations of Federal Reserve rate cuts, volatile policymaking from President…
Volkswagen Self-Driving Cars: Can Europe Win the Robotaxi Race?
Volkswagen wants to become the “European champion” of autonomous driving. That ambition alone tells you something about where the industry…
China Equity Market 2026: Is Now the Time to Buy?
As China’s mainland equity markets reopened after the Lunar New Year break, investors returned to a markedly different global backdrop.…
Iron Ore Benchmark Index Battle: What It Means for Australian Miners
Iron ore is not just another commodity for Australia. It is the country’s largest export, forecast to generate $114 billion…
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