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Market Analysis

Opinionated, data-backed coverage across all asset classes

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The Most Hated Bull Market in History
Stocks4d ago

The Most Hated Bull Market in History

Goldman's Kostin calls it the most hated rally he has seen. With cash yields at 5% and the 10-year at 4.4%, the bull case rests on a lack of alternatives.

Bitwise's $1.8B Inflows Reveal Yield-Driven Crypto Demand
Crypto4d ago

Bitwise's $1.8B Inflows Reveal Yield-Driven Crypto Demand

Bitwise pulled in $1.8B through H1 2026 as yield-bearing products like staking and vaults attracted capital, while its non-yield BITW ETF lost 34% of assets.

Trial date set for Tim Picton’s alleged attacker Brodie Jake Dewar
Stocks4d ago

Trial date set for Tim Picton’s alleged attacker Brodie Jake Dewar

Brodie Jake Dewar, 33, pleaded not guilty to manslaughter over the death of the former Mineral Resources executive. A 10-day trial has been set.

Crypto Braces for PCE and GDP Data as Fed Speech Looms
Crypto4d ago

Crypto Braces for PCE and GDP Data as Fed Speech Looms

Economists expect July PCE to rise 0.1% monthly, core at 3.3% YoY. GDP growth seen at 1.5%. Fed Chair Warsh speaks Friday. Bitcoin's rally hinges on the data.

Stablecoins Drive Majority of Crypto Card Spending Growth
Crypto4d ago

Stablecoins Drive Majority of Crypto Card Spending Growth

USDC and USDT fuel over 70% of $1B in crypto card transactions as tracked spending triples in a year, but regulatory uncertainty looms over future growth.

Resolution Minerals extends Idaho gold system with 305.7m intercept at Golden Gate South
Commodities4d ago

Resolution Minerals extends Idaho gold system with 305.7m intercept at Golden Gate South

All three initial diamond holes at Golden Gate South returned mineralisation from surface, with the strongest intercept running 305.7 metres at 0.64 g/t gold. Another 28 holes are pending assay as drilling extends to mid September.

Jade Gas Files PDO, Secures Licence Area for TTCBM
Stocks4d ago

Jade Gas Files PDO, Secures Licence Area for TTCBM

Jade’s PDO lodgement and agreed 502km² Production Licence area mark the next regulatory step after maiden CBM reserve certification, advancing TTCBM toward commercial production.

DXN wins $12.2M AI modular data centre contract
Stocks4d ago

DXN wins $12.2M AI modular data centre contract

DXN has secured a $12.2M turnkey contract for a 2MW AI HPC modular data centre, its second such deal in months. The company said the win reflects growing demand for pre-fabricated AI compute infrastructure.

City Chic EBITDA Jumps 92% on Margin Push, ANZ Growth
Earnings4d ago

City Chic EBITDA Jumps 92% on Margin Push, ANZ Growth

City Chic Collective EBITDA surged 92% to $12.3 million in FY 2026. ANZ revenue rose 7.6% and average selling price climbed 4.5%.

Banks, regulators test quantum-safe crypto transfers in cross-border pilot
Stocks4d ago

Banks, regulators test quantum-safe crypto transfers in cross-border pilot

Banks and regulators test quantum-resistant wallet generation and transfers on NEAR testnet. Safeheron to open-source protocol code. Participants include ADGM, MFSA, Bison Bank.

Tungsten Mining Hires Cutfield Freeman for Watershed Debt Funding
Commodities4d ago

Tungsten Mining Hires Cutfield Freeman for Watershed Debt Funding

Tungsten Mining appointed Cutfield Freeman & Co to advise on debt funding for the Watershed tungsten project, targeting a final investment decision by September 2026.

Apple AirTag 4-Pack at $85: Retailer Discount Deepens
Stocks4d ago

Apple AirTag 4-Pack at $85: Retailer Discount Deepens

The AirTag 4-pack at $85 from Walmart and Amazon is the lowest price tracked. Apple's own store still charges $99. The discount comes before the fall travel season.

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