News, 09 Mar 2026

RBA Raises, SaaS Slips, Iran Incursion

Economic Update - February 2026

AI bubble concerns morphed into the 'SaaSpocalypse' as AI agents threaten to eat all software and replace all jobs. Perhaps the governor of the RBA may feel a little nervous as the RBA wrestles with still-rising inflation. Elsewhere, Takaichi re ...

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News, 10 Feb 2026

Silver and Gold

Economic Update - January 2026

Politics overshadowed the economy in January. Fears of an AI bubble gave way to fears over Venezuela, Greenland, Iran, and Minnesota. However, economics cannot be ignored, and the month ended with the announcement of a new Fed chair, falling gold and si ...

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Insights, 12 Jan 2026

2025 Wrapped - Markets, Trump 2.0 and AI

Economic update - 2025 Review

For 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 ...

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Insights, 25 Jul 2024

The ASX 200 breaks the 8,000 barrier

Australian Spotlight - July 2024

At 10:08 am (AEST) on 15 July 2024, the ASX 200 broke the 8,000 barrier for the first time (see chart below). But unlike the breaking of the 7,000 mark in January 2020, it was more of a raspberry than a bugle call. There is too much uncertainty around t ...

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