Welcome to Week 11: The ASX200 is down -3% and Brent Crude is over US$100/bbl
Last week, I wrote it looked like the ‘initial shock’ of the Iran war was over when it came
Westpac say Aussie fuel prices could hit A$3/L at the servo. How bad might CPI get?
Well, I might often write the 1970’s oil crisis doesn’t matter anymore when it comes to Iran’s ability to
Too much risk for haven, momentum assets as gold, silver and… South Korea’s stock market dive
Something strange – or, if not strange, then counterintuitive – is happening to gold futures in the last twenty-four hours.
Brent above US$82/bbl on Iran’s Hormuz attack threat; Trump escort promise response mixed
We’ve seen Brent Crude futures climb +6% in the last 24 hours as the Iranian government claimed they would be attacking oil vessels
The great AI scare sell-off is still permeating Wall Street; a speculative blog from the not-so-distant future stands as the latest culprit
The ongoing tech sell-off in the United States, ironically driven by the larger AI thematic itself, continues to define
The XJO benefitted from geopolitical calm last week. New tariff fears perhaps feel more familiar
Last week, I wrote that the ASX200 was having a good week, where Australian investors were reacting to Australian earnings reports and how
Okay, so just where is gold heading? Experts say its nowhere near finishline yet
Leading industry, government and investment groups are still confident that the gold’s bull run is nowhere…
The ASX 200 is up over 4% YTD. What EOY targets are floating around?
It’s been a pretty good year for the ASX200 so far, helped greatly by the ‘commodity supercycle’ narrative – which isn’t really a
US Fed hold decision bets persist despite softer CPI, and one BIG question mark for jobs
It's been an interesting weekend for U.S. economic data, if you can really call economic data…
Trump’s got a new Fed head, Kevin Warsh – but til May, Powell’s in the chair. Expect a March hold
When Trump announced he would be picking Kevin Warsh to be the new Federal Reserve chief (or FedHead, if you’d prefer), it put