Just inASX & Equity Markets
ASX 200 closes at record as banks rally, resources drag
Marcus Pereira · just now·3 min
Just inRBA & Monetary PolicyFree
RBA holds cash rate at 4.35%, drops easing bias as inflation proves sticky
The board left the cash rate unchanged for a sixth straight meeting and stripped softer language from its statement, signalling rates will stay higher for longer.
Marcus Pereira · 27m ago·4 min
Banking & Credit
APRA lifts scrutiny of investor lending as serviceability buffers bite
The prudential regulator wrote to ADIs seeking detail on exception lending, in a sign it is watching the edges of the mortgage book closely.
Priya Nair · 19h ago·5 min
Macro & Global
Fed patience and China stimulus leave the Aussie dollar range-bound
Competing forces — a cautious Fed and tentative Chinese support measures — are keeping AUD/USD pinned in a tight band.
Tom Whitlock · 23h ago·4 min
Latest analysis
Markets hub→Federal Budget & Fiscal
MYEFO reveals surplus narrowing as commodity windfall fades
Treasury's mid-year update trims the forecast surplus, with lower iron ore and coal price assumptions doing most of the damage.
Tom Whitlock · 2d ago·5 min
Property & MortgagesFree
CoreLogic data points to a three-speed housing market heading into spring
Perth and Brisbane keep climbing, Sydney plateaus and Melbourne slips — the national figure masks widening divergence between capitals.
Tom Whitlock · 2d ago·4 min
Regulatory & Governance
ASIC signals more greenwashing actions as enforcement priorities sharpen
The corporate regulator put fund managers on notice, flagging sustainable-finance claims as a continuing enforcement focus.
Priya Nair · 3d ago·4 min
RBA & Monetary Policy
Quarterly CPI preview: services the swing factor for the RBA
Goods disinflation is well advanced. Whether the RBA cuts next year hinges on stubborn services prices.
Tom Whitlock · 3d ago·4 min
SuperannuationSubscriber
Deep dive: How super funds value what the market can't see
Unlisted infrastructure and property now anchor the biggest balanced options. We unpack the valuation machinery — and where APRA is pushing.
Priya Nair · 4d ago·11 min
Banking & Credit
Major bank margins look to have peaked as deposit competition bites
Net interest margins flattened across the latest results, with the tailwind from higher rates now largely spent.
Priya Nair · 5d ago·5 min