Hot Topics
Trending stories and market-moving news from the ASX small-cap sector
Argentina and US Ink Historic Critical Minerals Deal: The ASX Lithium Plays Set to Benefit
Argentina-US critical minerals deal boosts ASX lithium plays; Lake Resources and Galan Lithium poised for US-backed growth in 2027–28.
Top Stories
RBA Rate Hikes and BHP, NST, EVN, SVL, SFR & GMD
RBA hikes to 3.85%, signaling higher-for-longer policy; banks and growth stocks face pressure as a precious-metals rally prompts ASX hard-asset bets.
The Weekly Finger: Winning by Not Getting Cute
Markets pivot as US unveils a $12B strategic minerals stockpile; hard assets gain as supply chains become national security. What this means for ASX.
When Billions in Tax Concessions Really Start to Add Up
Tax concessions cost Australia a record $184.1b this year, up $50b in a year, led by CGT relief; Senate inquiry into CGT concessions due March.
Latest Hot Topics
How to Use KPMG Figures to Avoid Misery and Build Resilience
KPMG reveals 25–34s amassed 63% wealth via pandemic leverage; with rates up and prices high, learn practical steps to build financial resilience.
Weekly Wrap: Late pullback slams gold shares
ASX slips 0.7% as late pullback drags gold shares lower on Fed chair speculation; bullion drops ~5% amid rate-hike fears.
China’s Midstream Metals Dominance Sparks Strategic Alarm
China controls 50-98% of midstream refining and smelting, sparking Western strategic alarm; ASX rare-earth stocks surge as Australia positions itself.
The Signals Driving The Gold & Silver Rally You Need To Know
Gold and silver rally driven by macro repricing: real rates, central banks, geopolitics. We look at NST, EVN, RMS, SVL, IVR
Productivity Takes a Holiday
Productivity Commission delivers 47 reform recommendations for Australia: tax tweaks, upskilling, and data reforms that could boost GDP billions if acted on.
Rate Rise Looking More Likely
Dollar climbs as unemployment hits 4.2% and rate-hike bets surge ahead of CPI release; trimmed-mean at 3.2% could force Feb/Mar rise.
Weekly Wrap: Rising rates lift AUD and gold as miners lead ASX gains
Gold hits fresh highs and miners rally as rates rise; Life360 soars on upbeat guidance, AUD hits 16-month peak, ASX 200 slips 0.5% for the week.
Five Gold, Silver, and Copper Stocks for the Next Stage of the Cycle
For much of the past year, broad exposure to metals delivered strong returns. As 2026 progresses, that approach is starting to look blunt. Gold is holding firm for structural reasons, silver is behaving more like a strategic metal, and copper is increasingly defined by scarcity rather than cyclicality.