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Market Analysis

Opinionated, data-backed coverage across all asset classes

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WA Labor gambling reforms set to pass as parliament returns
Stocks20d ago

WA Labor gambling reforms set to pass as parliament returns

WA's gambling advertising restrictions set to pass parliament this week, hitting Tabcorp and Crown Perth. Media funding and NDIS changes also in the package.

Iran slams US 'addiction' to sanctions as Trump demands counter-compensation
Macro20d ago

Iran slams US 'addiction' to sanctions as Trump demands counter-compensation

Tehran accuses Washington of being "addicted" to sanctions after Treasury Secretary Bessent said restrictions were suffocating Iran. Trump demands compensation from Tehran as Strait of Hormuz remains a flashpoint.

SGH spends nearly $1b on Crux LNG project despite 15.5% stake
Commodities20d ago

SGH spends nearly $1b on Crux LNG project despite 15.5% stake

SGH has spent nearly $1b on the Crux LNG project off WA, a sign of its commitment to the Shell-operated gas field. First gas is expected in 2027.

Simon Property Q2: Retailer Sales Per Square Foot Jumps 13.9%
Stocks20d ago

Simon Property Q2: Retailer Sales Per Square Foot Jumps 13.9%

Simon Property Group reported retailer sales per square foot rose 13.9% to $838 in Q2 as events like National Outlet Shopping Day and soccer activations drew traffic. AlphaScore 63.

Life360 Crosses 100M Users, Posts Record Q2 Revenue
Stocks20d ago

Life360 Crosses 100M Users, Posts Record Q2 Revenue

Life360 crossed 100 million monthly active users and posted record Q2 revenue of $159 million, up 38% YoY, ahead of advertising's strongest seasonal window

Brazil's 24-Hour Crypto Hold Rule Targets Self-Custody Fraud Risk
Crypto20d ago

Brazil's 24-Hour Crypto Hold Rule Targets Self-Custody Fraud Risk

Brazil's central bank will require exchanges to delay crypto transfers over $10,000 to self-custody wallets for up to 24 hours. The fraud-fighting rule takes effect Jan 1, 2027.

Sensex, Nifty drift as US stocks near records; Mazagon Dock in focus
Indices20d ago

Sensex, Nifty drift as US stocks near records; Mazagon Dock in focus

Sensex, Nifty open flat near 79,800 and 24,300 as US stocks drift near records. Mazagon Dock buy call at ₹2,574 with ₹2,750 target. Oil rises on Strait of Hormuz uncertainty.

Sify Infinit CEO flags price war risk in $4B data centre plan
Stocks20d ago

Sify Infinit CEO flags price war risk in $4B data centre plan

Sify Infinit CEO Sharad Agarwal sees a mix of debt, IPO and institutional placements funding $4 billion in expansion. A price war could block capital access.

North Korean Hackers Weaponize AI for Crypto Lures
Crypto20d ago

North Korean Hackers Weaponize AI for Crypto Lures

Kimsuky operators run local LLMs to generate polished decoys on virtual assets and finance, Genians found. The shift raises the stakes for crypto firms facing AI-enhanced phishing.

Judge Dismisses Adani Charges, Criticizes DOJ's Handling
Stocks20d ago

Judge Dismisses Adani Charges, Criticizes DOJ's Handling

A Brooklyn judge dismissed criminal charges against Gautam Adani but criticized the DOJ's handling of the case, calling the circumstances surrounding the decision concerning.

BitMEX's Hayes Flags Possible Bitcoin Dip to $50K Before $1M Run
Crypto20d ago

BitMEX's Hayes Flags Possible Bitcoin Dip to $50K Before $1M Run

BitMEX co-founder Arthur Hayes sees Bitcoin sliding to $50K before a $1M rally, comparing the AI buildout to a leveraged real estate credit expansion that will force aggressive monetary easing.

JBS Posts Net Loss as Costs, Settlements Weigh on 2Q26
Stocks20d ago

JBS Posts Net Loss as Costs, Settlements Weigh on 2Q26

JBS swung to a $102M net loss in 2Q26 on settlements and tender costs, but adjusted EPS hit $0.20. Leverage at 3.1x, liquidity $7.7B after credit line boost.

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