Everything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the Middle East is nearing pre-war levels, but oil and diesel prices remain high. And the world freaked out abo ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreThe German economy stalled when the Ukraine war pushed up its electricity prices. Similarly, many economies are sputtering with the impact of the Iran war. Australia experienced higher gas prices at the start of the Ukraine war and many industries a ...
Learn moreThe two-week ceasefire for the Iran war became indefinite, according to the US, while the blockade of the Strait of Hormuz was doubled. Markets reacted to daily social media posts from President Trump and Iran with their own rhythm. Central banks are po ...
Learn moreEvery era has its key resource. In the Bronze Age it was tin, and in the 20th century it was oil. As we move into the AI era, data centres are emerging as the key resource, and Australia ranks eighth in the world for the number of data centres as of Mar ...
Learn moreAs its revenue from iron ore, LNG, and coal slowly falls, Australia can rely on growing revenue from gold and copper. The price of copper has nearly tripled since March 2020 (see chart below) and in its latest earnings report, mining giant BHP earned mo ...
Learn moreFor AI true believers, 2025 should have been the year that ushered in artificial general intelligence. For Trump true believers, 2025 was the year that Trump saved America, again. Everyone else was just happy that the AI boom did not crash and that ...
Learn moreChina has cornered the critical mineral market. This has sent the US, Europe, and Australia scrambling to secure critical mineral supply and refining. Australia has committed AUD 1.2 billion for a critical minerals strategic reserve and AUD 7 billion fo ...
Learn moreLike President Donald Trump’s escalator stopping at the UN, the US Federal Government’s shutdown is producing some outrage, but is largely a non-event. What is important is that the US economy is holding up despite employment and inflation m ...
Learn moreWhether it be from US pressure, the need to support Ukraine, or a flexing China, western governments are cranking up their defence spending. Australia is no different. Meanwhile, investors sense an opportunity. Stocks such as Germany’s Rheinmetall ...
Learn moreOpinions on AI range from it being another dotcom bubble to Terminator 2 scenarios. Regardless, no company or country can afford to be left behind. The good news for Australia is that AI is now the fastest growing area for business investment in R&D ...
Learn more1 in 3 Australian homes have solar panels, which is among the highest rates in the world. However, only 8% of homes with solar panels have an electric battery. During the day, a lot of electricity is going to waste! Seeing an opportunity to accelerate A ...
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