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CPI Hits 4.2%: Why the Core Is Quietly Good News for ASX Gold and Tech

KEY POINTS US inflation hit 4.2% in May, the highest in three years, but it was driven almost entirely by surging petrol and energy costs from the Iran shock. The "core" reading the Fed watches rose just 0.2% month-on-month, softer than expected, suggesting prices aren't yet spiralling across the board. That calmer…

ByUjjwal MaheshwariJune 11, 2026

5 Stocks Join the ASX 200, 5 Get the Boot: Who Wins From the June Rebalance?

KEY POINTS S&P is reshuffling the ASX 200 on 22 June: five stocks in, five out, heavily skewed towards mining and defence. Index funds must mechanically buy the new entrants and sell the leavers, creating short-term price pressure. The bigger signal is sector rotation: money is flowing into hard assets and defence,…

ByUjjwal MaheshwariJune 10, 2026

oOh!media (ASX:OML) Jumps 9% as Bain Capital Sparks a Three-Way Takeover War

KEY POINTS Three big investment firms now want to buy oOh!media (ASX: OML), and the newest is Bain Capital, joining Pacific Equity Partners and I Squared Capital. The shares jumped about 9% on the news, because more buyers usually mean a higher final price. The board has already said that offers of…

ByUjjwal MaheshwariJune 9, 2026

Could AI Help Australia’s Stagflation Problem, Or Just Continue to Mask It?

Australia’s economy is stuck in stagflation - yes we believe it is; but economists are wondering could AI help Australia and its economy with this? Or will it just mask the problem? Currently the economy has weak productivity, sticky inflation and a structural slowdown that has pushed the country toward a stagflation‑like posture. You could argue…

ByNick SundichJune 9, 2026

Iran-Israel Escalation Sends Oil Above US$95: The ASX Winners and Losers

KEY POINTS Iran fired missiles at Israel and Israel struck back at targets near Tehran, Tabriz and Isfahan, the worst flare-up since April's ceasefire, sending Brent crude almost 5% higher to around US$97.60. This is a fear-driven oil spike, not stronger demand, so it splits the market into clear winners and losers. …

ByUjjwal MaheshwariJune 8, 2026

Australian GDP growth figures show the economy is stagnating

Australian GDP growth figures for the March quarter were released earlier today. The ABS reported that GDP rose 0.3% in the March quarter and 1.1% over the year. These are the weakest annual numbers outside the pandemic since the early 1990s. Yes, there's growth, but it is being held up by population expansion, government spending, and…

ByNick SundichJune 3, 2026

ASX sector outlook for FY27 showing energy, gold, AI, defence and rare earths stocks to watch

FY27 Outlook: 5 ASX Sectors to Watch as the New Financial Year Begins

FY27 Outlook: 5 ASX Sectors to Watch Australia's financial year ends on 30 June, and FY26 is closing against a dramatic backdrop: rising geopolitical tension, a roaring AI trade, and gold near record highs. Rather than getting lost in tax housekeeping, here's where we see the real opportunities and the risks heading into FY27. What are…

ByUjjwal MaheshwariJune 3, 2026

Are Australian equities appealing amidst the CGT changes?

Are Australian equities appealing anymore in the brave new CGT world we live in? For more than twenty years, the rule was simple: hold an asset for more than twelve months and you receive a flat 50% discount on the gain. It was elegant, predictable, and indifferent to inflation. The proposed shift back toward indexation forces…

ByNick SundichJune 1, 2026

Here Are 7 ASX Stocks Listed In Peculiar International Exchanges And Why They’re There

ASX stocks listed overseas are usually in one of four jurisdictions: Canada, New Zealand, the US or in the UK (specifically on the AIM). Often, they follow predictable routes: go to New York if you want capital (especially from Wall St), to Toronto or the AIM when they want investors just as educated with the…

ByNick SundichJune 1, 2026

April CPI This Week: What a Hot Inflation Print Means for ASX Banks and REITs

CPI Lands Wednesday: Why ASX Banks and REITs Are on Edge Australia's April inflation figures land this Wednesday, 27 May, at 11:30 am, and for ASX investors, this is more than just another data point. Inflation hit 4.6% in March, up sharply from 3.7% in February and the highest reading since late 2023. The Reserve…

ByUjjwal MaheshwariMay 25, 2026