Markets News & Analysis
markets
US markets brief: Why investors should pay attention to second-quarter earnings
A high bar is set for Q2 results. Plus: A sector that could surprise, what to watch in big bank earnings, and the World Cup’s effect on the US economy.
markets
Was life really better in the good old days?
Australians feel less optimistic yet decades of progress suggest life today is better than many remember.
markets
Market Minute: Why market volatility is lower than you think
How investors should approach a complex market environment with multiple influences over performance.
markets
Will the US dollar rally continue?
The US Dollar Index has reached a 13-month high, but experts are divided on the greenback’s outlook.
markets
SK Hynix stock surges in US IPO
The South Korean memory chip giant raises $26.5 billion in second-largest IPO on record.
markets
Q3 US stock market outlook: Investors face balanced risks, selective opportunities
What to know about positioning for the second half of 2026, and where we see opportunity by sector.
markets
Market Index Performance | June 2026
Our monthly update detailing the short- and long-term performance of major indices.
markets
5 myths about AI’s economic impact, and what the data actually shows
The AI economy is full of myths. Here are 5 worth challenging.
markets
Forget SpaceX—SK Hynix’s record US IPO tests the AI trade’s hottest corner
The giant South Korean chipmaker is looking to raise $28 billion from US investors just as memory stocks are tumbling after massive gains.
markets
Market Minute: Why markets are ignoring bad news in 2026
Markets have been resilient through a range of mounting risks, so what should investors be looking out for next?
markets
US markets brief: This market indicator is at a bigger extreme than during the dot-com bubble
The momentum markets’ drawdown risk, plus BlackRock’s Li on paring back on the EM AI trade but staying the course in the US.
markets
Higher copper prices could be here to stay
Rising global consumption, ageing mines, and a widening supply gap leave value to be found.
markets
The grass is always greener: Rethinking Australian vs global equities
How should investors think about Australia’s recent relative underperformance?
markets
AI fueled the US market’s Q2 comeback. Now investors face a reality check
The AI boom has reshaped stock markets, but a June selloff exposed the risks of lofty valuations and growing concentration.
markets
Yields take centre stage again
Stronger yields boost income appeal but tighter spreads and macro risks complicate outlook.
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