Finally, a reason for Australia to take energy seriously…seriously
Yes, the RBA may raise rates. But will Australia finally get the new natural gas supply it has needed for years? Lachlann Tierney explains what’s going on.
Our Modern Interregnum (Pt. 3)
Our Modern Interregnum (Pt. 3)
Part 3 of Charlie Ormond’s meditation on our modern era. Today explores the hidden mechanism behind today’s supply shock.
The Level That Could Send Stocks Tumbling
The Level That Could Send Stocks Tumbling
Oil prices are pushing toward US$100, bonds and stocks are selling off together, and large strategies like risk-parity funds could amplify a downturn if key levels break.
The Age of Hard Assets is Upon Us
The Age of Hard Assets is Upon Us
Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.
Bottoms up in Victoria, Market Chaos and The One Thing in Your Control
Bottoms up in Victoria, Market Chaos and The One Thing in Your Control
A day of rest in Victoria, chaos in the Middle East, and the hard work that makes it all tick. Tomorrow: China’s economy.
War Fears Hit Markets — These Stocks Don’t Care
War Fears Hit Markets — These Stocks Don’t Care
This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.
Hormuz Shock
Hormuz Shock
Drone strikes and naval escalation threaten the world’s most important energy corridor. The second order effects could be a headache for our hopes of rate cuts in the near term.
Control the chokepoints
Control the chokepoints
The gold price and the oil price moved as expected. But the conflict in Iran reveals far more about the world of money than you’d think.
Software and Robotics Wake Up
Software and Robotics Wake Up
Signs of life are beginning to appear in the heavily sold-off software sector, even as broader markets struggle to find direction.
Ignore the man on stage in the US, and focus on this…
Ignore the man on stage in the US, and focus on this…
If the US Fed doesn’t cut, expect a market tantrum. That could be the catalyst for an even bigger commodities boom.
