News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Filtering:^AXJO

Bond Selloff Cools but Equities Wobble as RBA Flags Hike Risk

Global duration finds tentative footing after a punishing stretch, yet risk assets remain unsettled as Reserve Bank of Australia's Hauser warns policy could tighten again if inflation risks crystallise.

The intensity of the global bond selloff has eased, but equity markets are struggling to convert stabilising yields into conviction. RBA Deputy Governor Hauser's explicit warning that rates could rise again if inflation risks materialise underscores that the developed-market easing narrative is no longer one-directional.

BREAKING STORYBEARISH

Australian Earnings Season Turns Defensive as JB Hi-Fi Guidance Miss Overshadows Aurizon Profit Surge

Retailer's warning on a weak start to FY27 sends shares sliding, while Aurizon's 24% earnings jump fails to prevent a 10% drawdown — a market punishing forward guidance over trailing performance.

The ASX reporting season delivered a stark divergence between reported results and share price reactions. JB Hi-Fi tumbled on soft FY27 commentary, Aurizon fell 10% despite a 24% profit surge, and a2 Milk, Iress, New Hope and Australian Clinical Labs added to a crowded, guidance-sensitive tape.

SPECIAL REPORTBEARISH

Asia Splits as RBA Decision Looms; Korea Advances, China Retreats

Regional equity benchmarks diverged ahead of the Reserve Bank of Australia's policy verdict, with Korean strength offset by mainland Chinese weakness even as Alibaba bucked the trend.

Asian trading delivered no clean directional signal, with Korea's tech-heavy complex firming while Chinese equities slipped. The RBA decision is the session's principal macro catalyst.

MARKET REPORT
Most covered symbols

Each chip opens the Research terminal for that symbol, where its archive coverage is listed alongside the fundamentals.