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The March CPI report marked a meaningful reacceleration in headline inflation, on both a monthly and annual basis, driven largely by the surge in energy prices tied to...

The May employment report showed a significantly larger than expected 172,000 gain in payrolls, adding to the series of strong labor market data of late. This was...

A decline in energy prices and the ongoing unwind of tariff-related price impacts drove a slowdown in prices in June. Headline inflation declined by 0.4% in the month,...

Beneath solid returns, industrials are a tale of extremes. Selectivity, not exposure, will define outcomes in 2026.

The early-2000s world was built on a powerful complementarity. China produced; America consumed. China saved; America borrowed. China accumulated reserves; the US...

Dispersions in valuations both locally and globally represent great opportunities for investors with the conviction to take a position.

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.

A passive investor buying the MSCI Emerging Markets Index today is not buying a diversified collection of businesses, spread across the developing world’s most...

Plus, Marmota chief mobbed by conference investors ahead of more assays from spectacular South Australian gold find.

Plus, Chalice prepares to drill strong copper-rare earths target and PhosCo keeps growing its world-scale fertiliser project.

ASX Defence vs global primes: Tech cohort at a premium, yet growth unearned; Services at a discount, despite sovereign-backed contracts.

The information revolution and AI may make the greater levels of diversification advocated by Benjamin Graham increasingly relevant.

Kaoko shares soar 237% in two days on a copper discovery in Namibia, overshadowing Gateway’s 16% jump on breakthrough gold results in WA.

The Apple–Google partnership signals Apple’s decision to stay in its lane, a move that brings Google one step closer to winning the AI race.

Lithium developers set to go – think PMT, Develop, Venari; Tungsten’s booming and Norm Seckold’s Minerals Exploration could be a winner.

Consumer confidence just posted its worst monthly drop since COVID. History suggests it's a good time to buy retail stocks.

Plus, Beament’s Develop set to be Trafigura’s mining arm. And Larvotto bid sees Hammer join growing list of disappearing ASX copper stocks.

A weaker US dollar, low valuations and fast growth are reshaping the opportunity in emerging markets.

How financial advisers and fund managers are managing risks in the US and adjusting their portfolios.

The chief market strategist is bullish on EM but worried about geopolitical risk in 2026.