Macro & Policy Drivers
France’s Debt Problem Is Getting Harder to Ignore
Rising bond yields, weak growth and persistent deficits are putting France’s public finances under growing pressure.
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Further Analysis & Commentary
ASX Outage Reveals Deeper Failures in Market Infrastructure
When Australia's share market operator can't publish company announcements for more than two hours on a Monday morning, it's not…
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
Bitcoin has climbed back above US$90,000, ending a month-long selloff that wiped more than US$1 trillion from digital asset valuations…
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…
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