Financials
SoftBank’s $40 Billion Bridge Loan Signals the Growing Scale of AI Financing
How a traditional form of debt can cause an unprecedented effect.
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Further Analysis & Commentary
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the background while attention shifts to…
ASX Set to Rise as Wall Street Rally Lifts Risk Appetite
Australian equities are poised to open stronger on Thursday after Wall Street extended its recovery, supported by renewed confidence that…
Global Markets Outlook: A Soft Landing Is Priced, But 2026 Risks Aren’t
Financial markets are ending 2025 in a strangely comfortable place: equities near highs, bond yields off their peaks, gold breaking…
RBA Rate Hike Risk Revived by Hot Inflation as Markets Rapidly Reprice
The Reserve Bank of Australia may not be finished with tightening after all. A stronger-than-expected inflation print has forced economists,…
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