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INSIGHTS: Markets are Wrong About Rate Hikes
Insights29/06/2026 | 123 Views
INSIGHTS: Markets are Wrong About Rate Hikes

With inflation in a macro downtrend, unemployment rising, oil rolling over and major cycle lows synced up for late this year, the case builds for

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Gold’s $4,000 Test: A Shakeout, Not a Broken Thesis
News29/06/2026 | 582 Views
Gold’s $4,000 Test: A Shakeout, Not a Broken Thesis

Key Takeaways Gold fell through the psychologically important US$4,000 level before bouncing from daily support near US$3,991, a move that looks

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INSIGHTS: The Triple Threat Crashing Australia's Property Market
Insights26/06/2026 | 337 Views
INSIGHTS: The Triple Threat Crashing Australia's Property Market

With CGT changes, collapsing consumer confidence and potential immigration cuts converging, the lessons from New Zealand and Canada suggest prices

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Aussie Dollar Sinks
News26/06/2026 | 1001 Views
Aussie Dollar Sinks

Key Takeaways AUD/USD has fallen since the 17 June 2026 FOMC decision, pressing the 0.6900 area as a hawkish Fed keeps the US dollar firm. A r

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The SaaSpocalypse: AI Comes for Software Stocks
News25/06/2026 | 435 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 | 895 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 | 1554 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 | 633 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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