Insights
My base case remains that the RBA will cut rates in November 2025.
Asian tech offers investors diversification from US markets while tapping into the wider AI opportunity.
As we enter H2 2025, bond markets find themselves at an interesting juncture.
Equities have moved higher thanks to progress on trade and good Q2 US earnings.
Institutional demand has been fuelling Bitcoin’s comeback, potentially shifting crypto from speculation to strategic investment.
Australian GDP and US payrolls will be in focus this week.
Today’s monthly CPI report can only be described as an absolute shocker.
A wrap up of the charts catching our eye over the past month.
The ASX 200 is at record highs, but investors should consider the path forward.
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