Iran is bad, but AI stock rebrands might be worse
The Aussie budget is grim, but global markets have a far bigger fish to fry. There have been 33 ‘AI company’ rebrands, US$8.7 billion in ETF inflows, and the market is smelling a whiff of 1999.
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At what point does populist politics become a problem for investors?
Remember that famous billboard ad by Manhattan Mini Storage? ‘The French aristocracy didn’t see it coming either.’ Well, a socialist is the mayor of New York today…
Budget Watch: We’re all George Costanza now
Australia’s budget is coming on Tuesday, 12 May, and it will likely make investors feel like George Costanza. Maybe investors will embrace pure nihilism and swing for the fences even more?
The Australian Economy’s Getting a Pay Rise, but it’s Still Depressed
The doom is real. But so are the commodity prices. And right now, the gap between them is where fortunes are made.
The Walls are Closing in on Trump
The pressure is mounting on Trump ahead of a key meeting with Xi next week. What could this mean for our markets.
Markets Brace for Tuesday Shock
Murray and Charlie look at whether fears surrounding next week’s budget and potential capital gains tax changes are beginning to trigger selling pressure across the market.
