Latest
Worried about rising rates? Top forecasters say RBA may well be done
After the year kicked off with a rise in Australia, top experts have shared their views on where to next for one of the world’s most hawkish central banks.
ASX trims gains; Rio Tinto, Fortescue drop 4pc, JB Hi-Fi gains
Miners and banks offset tech; JB Hi-Fi rallies on higher sales; BlueScope doubles dividend; Austal rebounds; Qube-Macquarie seal takeover; A2 Milk beats forecasts. Follow live.
Coalition’s migration ban plan; Treasury Wine posts horror result; 9 top ways to flat-bed to Europe
Read everything that’s happened in the news so far today.
China’s falling birthrate fails to dent a2 Milk turnaround plans
David Bortolussi said the New Zealand-headquartered infant formula and dairy business would hit its $1.7 billion sales target a year earlier than expected.
US inflation eases, traders lift odds of third rate cut
The American consumer price index rose 0.2 per cent in January, the smallest gain since July and restrained by lower energy costs.
ASX eyes record high as 80 companies prepare to report
The Australian sharemarket is set to open higher ahead of a busy earnings week. JB Hi-Fi, BlueScope, Treasury Wines Estates and Stockland will report on Monday.
Opinion & Analysis
These numbers say your favourite fundie’s probably hurting
As the ASX 200 eyes another record high, investors shouldn’t fail to notice how much volatility lies just beneath the surface.
Columnist
High-frequency hijack has ASX trading like a casino
The Australian sharemarket is witnessing a breakdown in “normal” trading behaviour and stocks are jumping around far more than usual. Who is it good for?
Columnist
Surging demand has helped Australia’s bond market finally come of age
A jump in issuance is great news for Australian investors and the federal government. But it has not always been this way.
The market’s biggest tech bear is finally growling
GQG Partners’ Rajiv Jain has endured a rough year betting against tech. Now he’s enjoying a moment of vindication and reveals what he’s buying and avoiding.
Senior reporter
Meet the Fundie
Inside the $12b fund using AI to trade the Federal Reserve
Suhail Shaikh has lived through a feast and famine at the $12 billion global macro shop and has learnt to lean into winning trades and ditch the bearish bent.
This fund manager is calling time on his gold and silver winners
After making a lot of money from the precious metals, Dermot Ryan at Renaissance is reluctant to chase the rally much further and starting to invest elsewhere.
This fundie struck gold last year. Now he’s after the next 10-bagger
Lowell Resources Funds’ John Forwood won big on commodities in 2025. Now he’s got an eye on rare earths hopefuls as he tries to replicate those outsize gains.
More From Today
These numbers say your favourite fundie’s probably hurting
As the ASX 200 eyes another record high, investors shouldn’t fail to notice how much volatility lies just beneath the surface.
Inside the $12b fund using AI to trade the Federal Reserve
Suhail Shaikh has lived through a feast and famine at the $12 billion global macro shop and has learnt to lean into winning trades and ditch the bearish bent.
Yesterday
High-frequency hijack has ASX trading like a casino
The Australian sharemarket is witnessing a breakdown in “normal” trading behaviour and stocks are jumping around far more than usual. Who is it good for?
Surging demand has helped Australia’s bond market finally come of age
A jump in issuance is great news for Australian investors and the federal government. But it has not always been this way.
The market’s biggest tech bear is finally growling
GQG Partners’ Rajiv Jain has endured a rough year betting against tech. Now he’s enjoying a moment of vindication and reveals what he’s buying and avoiding.
This Month
S&P 500 reverses early rally as early CPI optimism fades
US equity investors opted to sell into a morning rally with Apple and Nvidia pacing the magnificent seven lower. ASX futures point to a positive Monday start.
ASX falls 1.4pc on AI jitters; Cochlear, Austal dive, AMP rallies
Despite Friday’s drop, the ASX 200 posts a weekly gain; Cochlear misses expectations; Webjet ends takeover talks; Austal smashed on guidance blunder; gold rebounds. Follow live
AI panic is going viral. No one’s standing in the mob’s way
WiseTech Global has become the ASX poster child for AI disruption fears. The selling is indiscriminate, but few investors seem prepared to fight the frightened mob.
From Goldilocks to too hot, markets face an almighty inflation test
Fund managers are starting to rethink a playbook that pushed equities to record highs as Australia emerges as a possible bellwether for the rest of the world.
10 (more) CEOs under the pump in 2026
Three big-name chief executive exits in three days is a reminder that investor patience is running thin. Here are others facing shareholder pressure this year.
Taylor wins Liberal leadership, Ley to quit; ASX drops on AI fears; Annie Cannon-Brookes’ solo venture
Read everything that’s happened in the news so far today.
$A to hit the ‘mid-70s’ in US cents as RBA raises interest rates
The sudden surge has pushed the Australian dollar above US71¢ and that is tipped to carry on for the next few months, but the rally could rapidly unwind.
Australia’s once mighty growth funds watch returns disappear
Top investors including Hyperion, GCQ and Aoris are nursing heavy losses as the violent sell-off in software stocks erode years of market-leading performance.
ASX ends up; ANZ’s best day in six years, AMP, tech sink
ASX gains on banks as ANZ hits record; AMP tumbles after profit fall; renewed AI fears sink software stocks; CSL drops on broker cuts; Temple & Webster, Pro Medicus miss forecasts. Follow live.
ASX’s nickel stocks get sugar hit from Indonesia’s output curb
Nickel prices have jumped after the world’s largest mine was instructed to ease production and avoid oversupply, lifting ASX-listed resources stocks.
ASX rises 1.7pc, nears record; CBA’s best day since 2020
Bourse within 100 points of all-time high; James Hardie quarterly beat; $A hits three-year high; CBA betters expectations; CSL dives on miss, CEO exit; Aussie Broadband rockets on AGL telco buy. Follow live.
Get ready for wild markets as earnings season kicks off with a bang
AMP and Temple & Webster are the latest stocks to be slammed by the market. Veteran fund managers warn the volatility is going to get even more extreme.
ASX hits record, ANZ soars, AMP sinks; Taylor declares leadership run; US debt timebomb
Read everything that’s happened in the news so far today.
America’s debt time bomb just got bigger. Here’s the near-term trigger
US national debt will surge over the next decade, but the picture would be worse if it weren’t for Donald Trump’s tariffs. And that’s why a new flashpoint looms.
US rates seen on ‘a long pause’ after January jobs data
The probability of a quarter point rate cut in June fell after the US economy added far more new jobs than expected last month, easing pressure on policymakers.
