Analysis
The next chapter for critical minerals
Why Australia and Canada are central to the global clean energy transition.
By Sophie Lang6 min read
News
Global news
Cross-border markets, commodities and the global growth outlook.
Featured stories
Latest stories
Technology
Data centre demand reshapes the technology hardware cycle
Capex guidance from hyperscalers is spilling into industrials, power and copper demand forecasts.
By Sophie Lang6 min read
Markets
Small caps quietly outperform as risk appetite returns
Breadth has improved, with the equal-weighted index outpacing its market-cap peer for a third straight week.
By Harriet Osei5 min read
Interest rates
Rate path diverges between the RBA and the Bank of Canada
Markets now price one more cut in Canada this year and none in Australia before the December meeting.
By Meera Raghavan6 min read
Editor’s analysis
Reading the resources cycle: what the futures curve is telling us
Backwardation across three key contracts points to a tighter physical market than the spot price implies.
By Sophie Lang9 min read
Market insights
Market insight: positioning ahead of the next earnings season
Consensus estimates look achievable, but margin guidance is where the risk sits.
By Harriet Osei7 min read
Special report
Special report: the critical minerals decade
A structural view of how Australia and Canada become the reliable supply base for electrification.
By Sophie Lang14 min read
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