Sep 28, 2026
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4 min read
Brent crude tops $107 as Trump rejects Tehran's latest offer to reopen the strait. All 29 economists surveyed now expect the RBA to hike rates tomorrow. Northern Star just told a $38.7 billion suitor no, and the ASX barely noticed.
Sep 25, 2026
The US 10-year Treasury yield touches its highest level since 2007 and the 30-year hits a 22-year high, dragging Wall Street and the ASX lower together.
Sep 24, 2026
The 10-year US Treasury yield touches its highest level since 2007, dragging Wall Street and the ASX down together. Trump and Xi sit down at the White House today
Sep 23, 2026
President Trump tells the UN it's a deal or "annihilation" for Iran, hours before Tehran offers to reopen the Strait of Hormuz within a week.
Sep 22, 2026
RBA governor Michele Bullock tells a Sydney business lunch the AI data centre boom is adding to inflation, a week before the rate call.
Sep 21, 2026
3 min read
Oil slides for a fourth day as Saudi supply holds up
Sep 18, 2026
The Bank of Japan raises its policy rate to 1.25%, the fastest hiking pace since 1990, and the yen falls anyway. RBA governor Michele Bullock tells parliament inflation risks are "materialising," pushing hike odds for 29 September above 90%. Wall Street claws back most of its Fed-hike losses as oil slips on hints of an Iran deal.
Sep 17, 2026
The Federal Reserve lifts its benchmark rate a quarter point to 3.75-4%, its first hike since 2023. NAB and the big banks drive the ASX 200 higher as traders lift bets on a Reserve Bank move this month. Oil falls 2.7% as Saudi Arabia moves to restart its damaged pipeline within days.
Sep 16, 2026
The US 10-year Treasury yield crosses 5% for the first time since 2007, hours before the Fed's decision. Brent crude tops $108 a barrel after Saudi Arabia suspends loadings at its Red Sea port. Bitcoin slides after the US Senate blocks a major crypto bill, and New Zealand's Infratil hits a record high.
Sep 15, 2026
Chip stocks tumble on an AI slowdown call. Preheader: The Fed's two-day meeting just started.
Aug 28, 2026
Markets brace for Warsh's first Jackson Hole speech as Fed chair tonight. Oil extends its weekly slide as Middle East diplomacy eases supply fears. Papua New Guinea's economy heads into a stronger second half of 2026.
Aug 27, 2026
Gold rebounds and bitcoin cools ahead of the Fed chair's first Jackson Hole speech. Oil extends its slide as Middle East diplomacy eases supply fears. Qantas profit slumps 20% on a $610 million Middle East-driven fuel bill.
Aug 26, 2026
Bitcoin nears $81,000 as a Treasury bond buyback triggers a short squeeze; gold sits near $4,700. Intuit shares slide 10% on weak 2027 guidance, a warning shot hours before Nvidia reports. Oil extends its slide as Iran and the US signal diplomatic progress instead of escalation.
Aug 25, 2026
Treasury rolls out "Operation Economic Outcast" against Iran's shadow fleet, and oil shrugs it off. Bitcoin tops $80,000 and gold hits $4,696 as a weak US dollar lifts both at once. The ASX 200 has its best day in three weeks; Coles posts a $1.1 billion profit despite a $235 million underpayment bill.
Aug 21, 2026
Walmart posts its worst day in years even after beating on earnings. Bitcoin tops $77,000 as ETF money flows back in for a second day. Oil climbs towards a weekly gain as Trump vows economic "D-Day" on Iran.
Aug 20, 2026
Gold surges past $4,500 an ounce after the US Treasury moves to calm the bond market. The ASX snaps a six-day losing run as gold miners offset another drop for the banks. Australia's jobless rate hits 4.5%, its highest since the pandemic, the same day national debt tops $1 trillion.
Aug 19, 2026
WiseTech shares crash 10% after an ACCC raid drags the ASX into a sixth losing day. Oil tops $91 as the Iran ceasefire lapses, and the Kiwi dollar swings on the news. Fed minutes land tonight, revealing a rare three-way split on rates.
Aug 18, 2026
Oil tops $91 a barrel as fresh fighting breaks out in Lebanon. BHP, CSL and Pro Medicus headline a bumper ASX earnings day. RBA and RBNZ both hold rates steady, leave the door open to hikes.
JB Hi-Fi posts record sales, but shares slide 10% on weak trading. Oil holds near $88 a barrel as the Hormuz standoff drags on. Fonterra cuts its milk price forecast as global dairy demand softens.
Aug 14, 2026
Wall Street's tech rally continues. Kospi crosses into a bull market. New Zealand economists warn of a two-year hangover.
Aug 13, 2026
Oil and gold move as the Iran standoff drags into another week. Oceania splits down the middle — the RBA holds, and the RBNZ cuts.
Aug 12, 2026
Aug 11, 2026