Geopolitics

Global Daily: Give Yourself a Pat on the Back
Growing up in Australia in the 1990s one would inevitably encounter curiously ‘Aussie’ cultural practises...
Newsletter

Global Daily: My Word is My Bond
US and European equity indices were firmly in the black on Friday as the recent run up in bond yields took a breather...
Newsletter

Exclusive Australian 2026/27 winter crop forecast: Production and grain prices
Total production is forecast to fall 7.9% YOY, as east coast losses and lower wheat output outweigh stronger crops in South Australia and Victoria.
Research

Global Daily: Thumos-maxxing
US sovereign yields steadied yesterday as a 10-year bond auction saw strong investor demand...
Newsletter

From Hormuz to El Niño: Global disruption, not wheat shortages, is driving Australian wheat prices
Markets are pricing in disruption rather than a wheat shortage, with implications for Australian wheat prices, costs and farm margins.
Research

Global Daily: Hey chat, fix my finances
European equity indices fell sharply yesterday, pacing gains in sovereign yields for France, Italy and Greece...
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