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Peak bubble or new boom? Oracle’s big day is a wake-up call either way

The tech firm’s stunning one-day surge is a real moment. But whether it’s the start of a new chapter in the AI story or the apex of the hype is...

Chanticleer

This Macquarie ‘what if’ could have a $20b answer

Macquarie’s commodities and global markets division can be very hot, and sometimes not. One analyst wonders if it is worth more in another owner’s...

Chanticleer

First ANZ, now NAB: Why the big banks are suddenly cutting jobs

Banking may be entering a cycle where chief executives turn to cost-cutting to offset a range of pressures. These are the six factors driving the...

Chanticleer

Forget Dan Andrews, this is the China ‘reckoning’ that really matters

The former premier’s dumb trip shouldn’t mask Australia’s more pressing concern about the superpower’s future.

Chanticleer

Markets are ignoring Trump and chasing bubble. It’s happening here, too

Trump’s assault on capitalism has drawn little response from investors, who seem too focused on the hot new thing to care. Our profit season proves...

Chanticleer

Santos shock delay a reminder of who it is really dealing with

Santos’ board signed up for one thing and has got another. You can bet it will seek some compensation for the muck-around.

Chanticleer

Westpac shares are surging. Investors should be cautious

After spending the week embroiled in a national conversation about working on Christmas Day, Anthony Miller has given investors some good numbers to...

Chanticleer

Keating, Pratt and plenty of cash: Our rare shot at economic ignition

You couldn’t ask for a better capital markets backdrop to a productivity discussion. Somehow, we keep falling on our feet.

Chanticleer

With 92 days until tariffs hit, investors are ignoring this risk

Sure, the new suite of tariffs isn’t as bad as “liberation day” and won’t really hit Americans until November. But it’s still a giant tax,...

Chanticleer

McKinsey’s productivity north star meets pragmatism of Westpac, Stokes

The corporate sector is moving beyond endlessly defining the problem and starting to stitch together a starting point for Australia’s big...

Chanticleer

What the fight between Seek and Employment Hero is really about

Days before Employment Hero took Seek to court over alleged abuse of market power, a similar fight erupted on Wall Street between JPMorgan and the...

21.07.2025 10

Chanticleer

The deal that could unlock Australia’s next mining hero

BHP’s Olympic Dam expansion could be Australian mining’s next big thing. A crucial piece of the puzzle just fell into place.

Chanticleer

Why oil price is not what this $2trn manager is watching

An hour with a big fixed income manager is a discussion of the big issues. Expect volatility, he says – a bit of a tired line, although not an...

15.06.2025 10

Chanticleer

This is the only outcome markets should fear in Iran-Israel conflict

Markets have reacted predictably to the Israeli attacks on Iran: oil up, gold up, stocks down. But investors need to work through the scenarios of...

Chanticleer

ASIC’s IPO tweak helps, but it’s not the saviour of public markets

Chairman Joe Longo cannot fix the fact private markets will pay more for smaller businesses than public markets, but he can try to make listing...

09.06.2025 10

Chanticleer

Why Bain’s Virgin can cross the public-private markets divide

It is ironic that Virgin launched its listing on the same day ASIC released 50 submissions into its public-private markets review.

Chanticleer

Why CBA’s $100m support for Healthscope is all about optics

Receivership will help fix two of Healthscope’s three problems. Fixing the third will be much harder.

26.05.2025 10

Chanticleer

Investors are too calm on eve of Liberation Day

There are three ways Donald Trump’s announcement could go – and they would probably catch investors by surprise in some way, given current...

02.04.2025 10

Chanticleer

DigiCo float is a ‘ticket to the dance’ for Di Pilla

The biggest IPO of the year is all about capturing the momentum around the world’s biggest investing theme: artificial intelligence. DigiCo is now...

Chanticleer

Sorry shoppers, the RBA is not for turning even after 12 months

The annual sales season – Black Friday, Christmas and Boxing Day – will collide with households sick of living under the pump.

Chanticleer

John Wylie is betting venture capital’s business model must change

The veteran investor wants to marry Australia’s world-class intellectual property with our world-class retirement system.

Chanticleer