May
Middle East’s Nvidia demand could add $1trn to AI market boom
Sovereign AI deals have become key to Nvidia’s strategy to entice customers beyond Silicon Valley and reduce its reliance on big tech companies, and China.
The bond market’s dire mortgage warning is at odds with the RBA
If Australians could fix their mortgages “US style” for 30 years as some have suggested they should, we would be staring at decade-high home loan rates.
One of the world’s richest nations wants a Wall Street of its own
Doha wants to be a financial power player on the global stage – and it’s offering incentives to big firms to relocate.
Why this strange week for markets may point to trouble ahead
While Australian sharemarket investors are rejoicing in the prospect of interest rate cuts, long-term bond rates are drifting higher.
Managing money in the age of Donald Trump
Global macro expert James Aitken says he’s never been busier helping fund manager clients make sense of the world, even if its just a shoulder to cry on.
The sell signal in the market that no one is paying attention to
For years, global investors could afford to ignore Japan bond market. But one line has just been crossed that could force us all to pay more attention
April
Wall St rally fades as uncertainty sets in over Trump trade war
Shares had a mixed day of trading, capping a rollercoaster week that included Donald Trump softening his stance on tariffs.
Wall Street’s rally roars into a third day as profits keep piling up
US markets got a solid boost from tech shares as investors parsed a mixed bag of corporate earnings and watched for signs of progress in the tariff stand-off.
Douglass sees a Trump recession – but he’s bullish on US
One of the country’s best-known stockpickers says the market is past “peak tariff uncertainty”. But many fear chances of a downturn are not yet priced in.
Tech bros left reeling in ‘dizzying’ Trump tariff back and forth
“Those donations they made to get Trump elected are being rewarded,” wrote one analyst after key electronics were exempted. Then the White House changed its mind.
RBA frets over global markets, hedge fund leverage
Australian households have weathered high interest but the Reserve Bank of Australia is worried about a global market storm that’s coming our way.
March
Hedge fund veteran Michael Hintze on the rise of machines, and returns
It has been a year since the billionaire investor sold his storied London fund. Now he’s back with a new fund in the midst of a rapidly shifting market.
February
US equities fall as hopes for lower rates fade again
Moderating job growth, rising inflation expectations and the prospect of reciprocal tariffs knocked the wind out of Wall Street.
January
Scepticism grows of DeepSeek’s bold AI claims and ultra-low cost
Donald Trump’s artificial intelligence adviser said there was “substantial evidence” the Chinese start-up had used data sources from its Silicon Valley rivals.
DeepSeek arrival upends investor belief in magnificent seven dominance
Elon Musk, who is developing his own AI model, questioned whether Silicon Valley’s new Chinese rival had made up claims of being more efficient.
Wall Street slips, Fed, megacap earnings awaited
The S&P 500 closed down on Friday in New York, though it ended the first week of Donald Trump’s second term almost 2 per cent higher.
US stocks rebound in broad rally on Trump optimism
The S&P 500 recorded its best week since the November US presidential election. Bitcoin briefly tops $US105,000. US markets are closed on Monday.
ASX to rise, Wall St lower as tech stumbles
Australian shares are set to rise. All three major US benchmarks holding narrow losses late. Gold tops $US2700 an ounce. China data awaited.
ASX to leap, Wall St surges on bank profits, rate cut bets
Australian shares are set to open up 1.3 per cent. All three US benchmarks rallied, and bond yields dropped on hopes for lower rates.
ASX futures, US equities swing in choppy session
Australian stocks appear set for modest opening gains. Global bond yields steady. Oil retreats. Iron ore tops $US100 mark. Bitcoin tops $US96,000.