Markets News & Analysis
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2026 US stock market outlook: Where to find investing opportunities
High valuations, higher stakes: Expecting a volatile 2026.
markets
Fed independence threatened as Trump’s DoJ targets Powell
This is a significant escalation in tension between the president and the Fed chair.
markets
The illusion of progress
If there is to be progress again, it will come when we understand that it is not the endless acceleration of change but the maintenance of meaning through time.
markets
History says US market outperformance versus Australia will turn
The forces shaping the next long-term cycle.
markets
These stocks drove the US market’s gains in 2025
Technology and communication-services names pushed the market to new highs.
markets
Market Index Performance | November 2025
Our monthly update detailing the short- and long-term performance of major indices.
markets
Howard Marks: AI is “terrifying” for jobs, and maybe markets too
Marks shares his perspective on the far reaching impacts.
markets
Future Focus: Should you hop on the Santa Claus Rally?
Is Santa’s sleigh really a gravy train?
markets
Just how divided is the Fed?
Central bankers were far from achieving a consensus, even as the FOMC cut interest rates for the third time in 2025.
markets
Market Minute: Fed cuts rates by 25 basis points
The Fed cuts rates in last meeting of the year, Japanese yen devaluation continues.
markets
Market Minute: Inflation pressures remain high
The U.S. Fed’s meeting looms, while inflation remains elevated in Australia
markets
December 2025 US stock market outlook: Where we see investment opportunities
Heading into year-end, Santa Claus Rally or AI exhaustion?
markets
Where to hide in the ‘everything bubble’
AI bubble talk is rife, but there’s a reason this bubble is different.
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