As we celebrate International Women’s Day 2025, it’s crucial to recognize the remarkable achievements of female leaders in corporate Australia while also acknowledging the persistent gender gap in executive roles. So is the price action giving us signs that the AI rally is finally running out of steam? We think so
The “Magnificent 7” tech giants have recently reported their earnings for the latest quarter, with 6 out of the Magnificent 7 beating analysts expectations, showcasing strong performance across the board. However, NOT ONE of them was up on the day and only Apple was up for the month…. Barely.
So is the price action giving us signs that the AI rally is finally running out of steam? We think so
Wisetech investors find themselves in a situation they have rarely encountered before, are they comfortable with the boardroom becoming the Throne room?
The Reserve Bank of Australia (RBA) has taken a significant step by lowering its cash rate from 4.35% to 4.10%—its first cut since 2020. This decision marks an important pivot in monetary policy, aimed at supporting economic recovery while keeping inflation in check.
This week’s dramatic tariff announcements targeting Canada, Mexico, and China bear all the hallmarks of Donald Trump’s signature negotiation playbook. The former president’s threat to impose 25% tariffs on Canada and Mexico, along with 10% on Chinese imports, perfectly demonstrates the negotiation tactics he outlined in his 1987 bestseller.
The latest tariff policy proposed by Donald Trump aims to reshape global trade relationships by imposing higher import duties on goods from key trading partners.
China’s stranglehold on Critical minerals, Manufacturing and now AI with DeepSeek means President Xi may not be that concerned about tariff threats
DeepseekAI claims to have built its latest AI models for just $6 million, a fraction of the billions spent by US-based AI companies, threatening the demand for Nvidia’s high grade chips
Donald Trump and three major tech leaders have announced a significant joint venture called Stargate to fund AI infrastructure in the United States.
This will drive demand for Copper and Uranium for years to come
Day 1 saw significant shifts in various areas of governance including immigration, trade & tariffs, AI investment and the reversal of many international agreements
Trump painted a stark picture of the country’s challenges while promising a “golden age of America”. He emphasized an “America First” agenda, vowing to restore national pride, revive the economy, implement strict immigration policies, achieve energy independence, and address cultural issues.
potential merger between Rio Tinto (RIO:ASX, RIO:LSE) and Glencore (GLEN:LSE) would create a mining behemoth with significant implications for the global mining industry
