Hey Superheroes, A quick note before we dive in. Spotlight is landing in your inbox on Thursday this week ahead of the Good Friday and Easter break. Normal programming resumes next week. It’s been one of those weeks where the news kept coming. Oil pulled back after Trump signalled the war with Iran could wind […]
Hey Superheroes, It’s been a volatile week for global markets. Oil has been driving the narrative. Prices surged above US$107 a barrel after fresh conflict in the Middle East, before pulling back on signs of possible diplomatic progress. Markets felt it. The S&P 500 fell 1.74% in a single session, while the Nasdaq dropped 2.38% […]
Hey Superheroes, This week had two big drivers. Rates and oil. The RBA lifted the cash rate again, up 25 basis points to 4.1%. It was a split decision and the first back-to-back hike since mid-2023. The message was clear. Inflation is still a risk, and it may stick around longer than expected. Then oil […]
Hey Superheroes, Markets had one clear focus this week. Oil. The conflict involving Iran has pushed Brent crude above US$100 a barrel for the first time since the 2022 energy shock. And the ripple effects are already being felt here in Australia. The International Energy Agency responded with a record release of 400 million barrels […]
Hey Superheroes, It’s been a bruising week for markets, with the Middle East conflict and its impact on energy markets front and centre. The S&P/ASX 200 dropped 3% this week as worries about the inflationary fallout from the Iran conflict overshadowed stronger-than-expected domestic GDP data. We also saw the end of Reporting Season so the […]
Hey Superheroes, It’s been a big week for reporting season on both sides of the Pacific. The S&P/ASX 200 hit a fresh record high above 9,100, driven by a tech-fuelled rally after blockbuster results from Nvidia lifted global sentiment, with some local tech stocks surging nearly 5%. Closer to home, it was also a massive week […]
Hey Superheroes, Markets are navigating choppy waters this week as AI disruption fears continue rattling software stocks and investors digest a mixed bag of earnings results. Tech has been under pressure, with the sector experiencing its worst stretch since September 2025. Software names in particular are getting hammered on concerns that AI tools could replace […]
Hey Superheroes, February reporting season is in full swing and the results are coming in hot and heavy. This week alone, we saw CBA and CSL report on Wednesday, with Macquarie Group (ASX:MQG) dropping numbers on Tuesday. Next week ramps up even further with BHP reporting on Tuesday, Zip Co (ASX:ZIP), Wesfarmers (ASX:WES) and Telstra […]
Hey Superheroes, February reporting season is well underway with tech stocks taking a beating. The S&P/ASX All Technology Index plunged 10.6% this week as AI disruption fears spread across software stocks. Gold also dropped below the US$5,000 price point erasing gains over the last week due to a strengthening in the U.S. Dollar following the […]
Hey Superheroes, Markets are bracing for a potential policy shock next week as Australia’s inflation surged to 3.8% in December – well above the RBA’s 2-3% target range. Major banks including CBA, NAB, ANZ and Westpac now unanimously forecast a 0.25% rate hike to 3.85% at the February 3 meeting, which would be the first […]
Hey Superheroes, U.S. markets recovered Wednesday after a brutal Tuesday sell-off triggered by Trump’s Greenland rhetoric, with the S&P 500 climbing 1.2% as the president backed away from tariff threats against Europe and delivering another TACO trade moment. Earnings season kicked into high gear with mixed results from major banks, while chip stocks rallied following […]
Hey Superheroes, U.S. markets bounced back Thursday after two consecutive down sessions, with the Dow Jones Index climbing 0.6% as chip stocks rallied following blockbuster earnings from Taiwan Semiconductor. Bank earnings dominated headlines as Goldman Sachs and Morgan Stanley both beat expectations, though some financials remain under pressure from Trump’s proposed credit card interest rate […]