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The SaaSpocalypse: AI Comes for Software Stocks
News25/06/2026 | 258 Views
The SaaSpocalypse: AI Comes for Software Stocks

Key Takeaways Software stocks have suffered a brutal 2026 sell-off, dubbed the “SaaSpocalypse,” triggered by Anthropic’s launc

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Why the Market May Be Wrong About Rate Hikes: The Case for a Deflationary Outcome
News24/06/2026 | 603 Views
Why the Market May Be Wrong About Rate Hikes: The Case for a Deflationary Outcome

Key Takeaways Markets are currently pricing in rate hikes over the next 18 months, but inflation, unemployment and US bond market signals build

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Gold Is Off Its Highs. What That Means for Australian Investors
News23/06/2026 | 1065 Views
Gold Is Off Its Highs. What That Means for Australian Investors

Gold has had a rough few months on the screen. After setting a record near A$7,700 an ounce in late January 2026, it has slipped to around A$5,900, a

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Qatar’s Gas Blast Shows Market Fragility
News22/06/2026 | 545 Views
Qatar’s Gas Blast Shows Market Fragility

Key Takeaways An explosion and fire at Qatar’s Barzan local gas supply facility in Ras Laffan Industrial City on 21 June 2026 was describe

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US Jobs Data Keeps the Fed Watching
News19/06/2026 | 757 Views
US Jobs Data Keeps the Fed Watching

Key Takeaways US initial jobless claims came in at 226,000 for the week ending 13 June 2026, just above the 225,000 estimate, signalling layoffs

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INSIGHTS: Could an End to the War Fuel the Mother of all Complacency Bubbles?
Insights18/06/2026 | 458 Views
INSIGHTS: Could an End to the War Fuel the Mother of all Complacency Bubbles?

Could an end to the war fuel the mother of all complacency bubbles? With the final wall of worry being cleared, markets are going vertical into sy

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New US Fed Chair’s First-Rate Decision Today: All Eyes on the Press Conference
News17/06/2026 | 642 Views
New US Fed Chair’s First-Rate Decision Today: All Eyes on the Press Conference

Key Takeaways Kevin Warsh chairs his first FOMC meeting today, 17 June 2026, with markets pricing a near-certain hold at 3.50% to 3.75%. CME F

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Iran Deal Headlines: Peace or More Volatility
News16/06/2026 | 607 Views
Iran Deal Headlines: Peace or More Volatility

Markets were handed a remarkable set of Iran headlines over the weekend. On one side, there is now a reported memorandum of understanding between the

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