In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…
Market news
14 Ships Hit, Oil Spikes, The Strait Is the Story
The US and Israel have now been conducting military strikes against Iran for two weeks in what is being described as the biggest military operation since 2003.
The conflict is severely disrupting global energy markets. The International Energy Agency has authorised its largest ever emergency oil…
Why Rate Hike Bets Just Jumped
Australia’s major banks and economists are rapidly repricing their interest rate expectations, with NAB and Westpac now forecasting two rate hikes in March and May. If that plays out, the official cash rate would rise from 3.85% to 4.35%.
The main driver behind this shift is the sharp rise in…
ASX Bounce Looks Fragile Despite Trump's Iran Remarks
The ASX 200 climbed 1.1% to close at 8,692.6 on Tuesday after US President Donald Trump told CBS News he believed the Iran conflict was "very complete, pretty much," sparking a wave of relief buying across the broader market. The big four banks led the charge, each…
Oil Pulls Back Hard, But Hormuz Risk Still Sets the Floor
The core reason oil prices plunged was that President Trump signalled the U.S.-Israeli military operation against Iran was far ahead of schedule and largely complete. He claimed the campaign had struck 5,000 targets, reduced Iran’s missile capability by 90%, and cut drone launches by…
ASX Stocks to Buy After the Oil Shock
The ASX 200 fell as much as 4.4% intraday before closing 2.85% lower at 8,599, its worst session in nearly a year, with A$95 billion erased in one day. The trigger was an oil price surge of 35% in a week, driven by fears that escalating Middle…
The AI-First Military Agenda with Anthropic
The Pentagon is moving aggressively to bring cutting-edge commercial AI into defence work.
A January 2026 military memorandum outlining the US military’s artificial intelligence strategy called for the country to become an AI-first fighting force and to accelerate the integration of leading AI models across warfighting, intelligence, and enterprise operations.
What…
Oil Price Shocks The Hidden Risk in Australia’s Economy
For a country that is so rich in resources, it is hard to believe that Australia still imports 90% of its liquid fuel.
That leaves us as one of the most exposed countries to oil price spikes. And any Australian who has filled up recently has felt…
ASX index changes could lift selected stocks before March 23
S&P Dow Jones Indices announced its quarterly ASX Index rebalance on Friday, with changes taking effect before the March 23 open. In practice, that means the peak of ETF and passive fund buying will concentrate in the closing auction on Friday, March 20. The reshuffle…
OpenAI Hits a Hard Truth
OpenAI looks to be making a strategic U turn.
Rather than pushing to make direct purchases happen fully inside ChatGPT, the company now seems to be leaning more into its core strength as a search, discovery, and recommendation platform, while leaving the final transaction to external apps and merchants.
That shift says…
