- ASX flat; Westpac brings forward rate increase forecast to September
by Timothy Moore, Cecile Lefort on September 18, 2026 at 6:59 amShares subdued; Abacus sells Storage King Group stake; Arafura Rare Earths extends supply deal; Forrestania wins majority in Zenith Minerals; Macmahon buys […]
- RBA can’t ignore data centre inflation: Bullock; AI fear just one threat to Firmus; ANZ’s ruthless race to integrate Suncorpon September 18, 2026 at 2:02 am
Read everything that’s happened in the news so far today.
- Record $15b year for index products as three in four fund managers underperformby Alex Gluyas on September 18, 2026 at 1:27 am
A horror stretch of underperformance at active fund managers – which recorded $6.6 billion in outflows – has turbocharged a shift into index-tracking […]
- ASX rises; bonds recover as Warsh’s inflation fight calms marketby Gus McCubbing, Timothy Moore on September 17, 2026 at 6:22 am
Shares gain; Macquarie faces class action over Shield collapse; housing slump to slow economy and assist RBA, says HSBC; CSL chairman issues mea culpa. Follow […]
- ASX breaks ‘dividend recession’ with $40b windfall in two monthsby Alex Gluyas on September 17, 2026 at 6:00 am
The vast majority of the bumper payout – the third-largest on record and the first increase in three years – is expected to help prop up the local […]
- What the US Fed raising rates means for Australiaby Jonathan Shapiro on September 17, 2026 at 5:25 am
The US Fed and RBA are marching in lockstep on rates, according to the bond market. But traders can’t work out which economy will break first under the […]
- Markets gain confidence in US Federal Reserve’s resolve to curb inflationby Cecile Lefort on September 17, 2026 at 2:41 am
Traders are pricing in three more US rate rises by the middle of next year after Fed chair Kevin Warsh established his inflation-fighting credentials.
- IMF warns Labor on spending and tax reforms; Five words from Warsh scared market; Do you rank among the ‘emerging’ wealthy?on September 17, 2026 at 1:58 am
Read everything that’s happened in the news so far today.
- We knew the US Fed would raise. But five words from Warsh scared marketsby James Thomson on September 16, 2026 at 10:53 pm
The Fed chairman’s rate rise was meant to calm investors. Instead, they sold stocks and bonds, fearing inflation was a far bigger problem than anticipated.
- Is this the start of a golden age for the sharemarket?on September 16, 2026 at 7:00 pm
Alex Gluyas on what the artificial intelligence debate means for tech stocks, why one fundie predicts abundance and whether the bond market may spoil the party.
- ASX edges higher; oil trades for $US108; PIA shares surgeby Gus McCubbing, Timothy Moore on September 16, 2026 at 6:29 am
Shares up 0.3pc; James Hardie falls; Geoff Wilson exits PIA board; Codan boss gets pay boost; Infratil lifts full-year earnings guidance. Follow live.
- Iron ore’s comeback fizzles, leaving miners braced for softer pricesby Lea Jurkovic on September 16, 2026 at 5:25 am
Analysts expect the commodity to remain under pressure as weak Chinese demand and rising global supply limit the scope for another rally above $US100 a tonne.
- Tribeca’s Ben Cleary unleashes email tirade at activist investorby Alex Gluyas on September 16, 2026 at 4:51 am
The high-profile resources investor unloaded on Raper Capital’s Jeremy Raper after Raper declined to share his views on an ASX-listed minnow.
- Markets prepare for a world where the RBA lifts rates three more timesby Cecile Lefort on September 16, 2026 at 4:31 am
Traders and strategists say there is an increasing probability that the central bank will go harder than expected, adding to concerns about a recession.
- Pinnacle-backed investor says plenty of developers are ‘on the brink’by Alex Gluyas on September 16, 2026 at 2:20 am
Longwave Capital manages $1.6 billion and says its review of private credit and residential development has pushed it to sell down its exposures.
- Anthropic signs lease for first Australian data centre; Market’s biggest fear no longer AI bubble; Will private credit cause next GFC?on September 16, 2026 at 1:56 am
Read everything that’s happened in the news so far today.
- The market’s biggest fear is no longer the AI bubble. It’s thisby James Thomson on September 16, 2026 at 12:33 am
Investors are worried about a disorderly meltdown in bonds. Australia – now almost halfway to a correction – provides a window into how it could unfold.
- Nine charts on private credit and whether it will cause the next GFCby Luke Kinsella on September 15, 2026 at 11:37 pm
Australia’s private credit market has grown 540 per cent in 10 years. Many fear the $3.4 billion collapse of Bathla is just the tip of the iceberg.
- The four horsemen of the apocalypse are coming for the global economyby Ambrose Evans-Pritchard on September 15, 2026 at 10:37 pm
Fuel price spikes and trade disruption from the wars in Iran and Ukraine are converging with extreme weather and overinvestment in AI to paint a bleak picture.
- Phil King’s hedge fund protege triples down to $2.5bby Mark Di Stefano on September 15, 2026 at 7:18 am
Deepan “Deeps” Pavendranathan’s latest filings reveal the market maker is splashing money around the US stock market.
