Mission Accomplished
Markets are buoyed by a softer US inflation print thanks to cheaper petrol. But with the Strait of Hormuz erupting again, that win may already be borrowed against the future.
Latest
Oil Hoarding: The #1 Risk to the Market from here
Chronic underinvestment. A genuine supply shock. A market that had written off the sector. That’s the 1970s setup, and it’s shaping up again today.
Pick a Direction
Summertime in the north means sleepy markets, but that doesn’t mean risk isn’t present. After an ambling year for the ASX, we look to be at a crossroads.
Higher taxes are a sign of desperation before the end
Governments around the world are raising taxes at the same time. But why? And what does it tell us about the future? There are three possibilities…
The Trillion-Dollar Bet
Prediction markets have grown into a US$50 billion-a-month behemoth almost overnight. Some in Australia want a piece of the action.
Room for Growth: Today Oil Makes Up 3% of the S&P500. In 1980 it was 30%
Energy makes up just 3.2% of the S&P 500 today. At its 1980 peak, it commanded almost 30%. The gap between those two numbers is where the next great rotation begins.
