Reporting & analysis
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A 0.8% advance left the benchmark at a fresh all-time high, with the major lenders doing the heavy lifting as iron ore names slid on softer Chinese data.
Marcus Pereira · just now·3 min
Markets are begging for relief. The board's job is to ignore them until the inflation job is finished.
Diana Osei · 1h ago·6 min
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 · 3h ago·4 min
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 · 22h ago·5 min
The asset class that ate the cycle has never been tested by a real default wave. It will be.
Hugh Mercer · 1d ago·7 min
Competing forces — a cautious Fed and tentative Chinese support measures — are keeping AUD/USD pinned in a tight band.
Tom Whitlock · 1d ago·4 min
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
Perth and Brisbane keep climbing, Sydney plateaus and Melbourne slips — the national figure masks widening divergence between capitals.
Tom Whitlock · 2d ago·4 min
The corporate regulator put fund managers on notice, flagging sustainable-finance claims as a continuing enforcement focus.
Priya Nair · 3d ago·4 min
A $4 trillion system now moves markets. Our governance has not caught up with the consequences.
Diana Osei · 3d ago·6 min
Goods disinflation is well advanced. Whether the RBA cuts next year hinges on stubborn services prices.
Tom Whitlock · 3d ago·4 min
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
Net interest margins flattened across the latest results, with the tailwind from higher rates now largely spent.
Priya Nair · 5d ago·5 min
Both sides lean on cyclically strong revenue to flatter the bottom line. Voters deserve the structural truth.
Hugh Mercer · 5d ago·5 min
After a thin year for listings, a pair of billion-dollar candidates are sounding out institutions — a barometer for the wider pipeline.
Marcus Pereira · 6d ago·4 min
Capital has flooded into private lending as banks retreat from parts of the market. We map the exposures few can see.
Eleanor Finch · 27 May 2026·12 min