Insights

Middle East flashpoint
Bassanese Bites
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Macro
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Markets
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Middle East flashpoint
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Oil and gold prices will be in focus following strikes on Iran initiated by the...

January 2026 inflation analysis: Omens do not bode well for a May rate hike
Markets
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January 2026 inflation analysis: Omens do not bode well for a May rate hike
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The January CPI result does not bode well for Australians hoping for a rate cut.

Charts of the month: February 2026
Charts of the month
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Markets
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Charts of the month: February 2026
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While Wall Street wrestled with tariffs and an AI reckoning, other markets simply delivered returns....

How to buy low and sell high on the ASX
Investment ideas
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Markets
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How to buy low and sell high on the ASX
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The strategy that rebalances your Australian shares based on business fundamentals, not hype.

Revenue leak
Bassanese Bites
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Macro
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Markets
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Revenue leak
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US and Australian stocks rebounded a touch last week.

US Supreme Court decision risks re-stoking global trade tensions
Macro
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Markets
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US Supreme Court decision risks re-stoking global trade tensions
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The US Supreme Court’s ruling has effectively dealt a body blow to Trump’s tariff strategy.

Bitcoin bounces back to US$70K
Digital assets
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Off the chain
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Bitcoin bounces back to US$70K
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Bitcoin and the broader crypto market rallied from the week’s lows to end the week...

Rolling disruption
Bassanese Bites
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Macro
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Markets
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Rolling disruption
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US stocks slipped last week while Australian shares rebounded.

Higher interest rates don’t end opportunities – they change them
Macro & markets
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Markets
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Higher interest rates don’t end opportunities – they change them
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How thinking ahead of rate hikes can help investors position cash more effectively.

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