The pessimists say recession; the data disagrees. The gap between headlines and market reality has rarely looked wider.

A shift in global lending doesn't usually make headlines, yet the sector holding up best right now gives away the impact.

Bitcoin's rebound looks comforting, but the damage underneath the crypto market is real, and it could spill into equities fast.

Rate-cut expectations continue to swing wildly, and the Fed's habit of getting the big calls wrong sits at the centre of it.

Mining cycles rarely give early warnings, but LSX's framework shows why the next upswing might already be taking shape.

A takeover bid that didn't happen can still tell you plenty, especially when it points to the commodity BHP cares most about.

Even a strong result doesn't erase the deeper concerns around AI spending, valuations and the broader risk backdrop.

AFG isn't flashy, but its lending growth and property tailwinds show why Macquarie thinks it's well positioned for a rebound.

AI confidence is wobbling, and Nvidia's numbers could decide whether the mood stabilises or slips further into risk-off.