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Oil Shock Puts Two RBA Hikes Back on the Table

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…

ByCharlie YouldenMarch 11, 2026

ASX Rebounds on Trump’s Iran Comments: Three Reasons Not to Buy This Rally Yet

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…

ByUjjwal MaheshwariMarch 11, 2026

Oil Dumps as Trump Signals the War Could End Soon

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…

ByCharlie YouldenMarch 10, 2026

ASX Plunges A$95 Billion on Oil Shock: 5 Stocks to Buy Right Now

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…

ByUjjwal MaheshwariMarch 10, 2026

Anthropic Draws a Line With the Pentagon

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…

ByCharlie YouldenMarch 9, 2026

Oil Price Shocks and Their Impact on the Australian Economy

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…

ByCharlie YouldenMarch 9, 2026

ASX Index Rebalance March 23: 8 Stocks to Buy Before Forced Institutional Buying Kicks In

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…

ByUjjwal MaheshwariMarch 9, 2026

OpenAI Steps Back From In Chat Purchases, Focus Shifts to Discovery

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…

ByCharlie YouldenMarch 6, 2026

Australia’s Energy Shock, Why Petrol Prices Could Stay High

Australia’s Inflation Problem The critical issue for Australia is that we import roughly 90% of our oil. At the same time, natural gas prices have jumped sharply as fears grow that this conflict could drag on. Qatar has paused LNG production following Iranian drone attacks, cutting near-term supply by almost 20%. Benchmark LNG prices then surged…

ByCharlie YouldenMarch 6, 2026

When to Sell ASX Oil Stocks in a Geopolitical Spike

When to Take Profits as Crude Rallies Cyclical stocks like oil can be some of the hardest to time, especially when prices are being driven by geopolitical shocks rather than normal supply and demand. When tensions flare, the market can move fast, and trying to pick the exact top or bottom becomes extremely difficult. If we look…

ByCharlie YouldenMarch 5, 2026