Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
525 Views
US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
471 Views
S&P/ASX Index Rebalance (Mar 2026): 43 Changes Across Indices as Adds Outperform Deletes
There are 43 changes across the ASX changes in March. Couple of the adds could also be added to the GDX in March. The adds have outperformed the...
837 Views
S&P/ASX Index Rebalance Preview (Mar 26): Plenty of Change with Big Flow & Impact
There could be 46 changes across the ASX family of indices in March. Passive trackers need to trade a lot of stock in many names. Some names are...
1k Views
Curator's Cut: Powering Down CATL, Iron Ore Plays & Japan Consumer Consolidation
This Curator's Cut highlights CATL's premium powering down, iron ore opportunities even as Simandou goes live, and Japan's consumer sector...
606 Views