The government confirmed new SMSF borrowing arrangements for residential property will be banned, effective around mid-August 2026. Existing arrangements are grandfathered. Plus: the case for small caps, and an Industrial Outdoor Storage opportunity.

Australia's economy grew just 0.3% in Q1, propped up almost entirely by data centre construction. Strip that out and the picture is much softer - and that's before three rate rises and Middle East-driven fuel costs fully hit.

Westpac forecasts property transactions could fall 20%, with investor activity dropping up to 34%, following budget changes to negative gearing and CGT. Plus: ceasefire optimism lifts US tech stocks

April jobs data came in well below expectations, with the economy losing 18,600 positions. The RBA is expected to hold in June, but the Middle East conflict and elevated oil prices mean further hikes may still be ahead this year.

The Dow reclaimed 50,000 as Cisco surged 13% and the Trump-Xi summit lifted sentiment. Plus: John Abernethy and Michael Baragwanath on why the 2026-27 Federal Budget falls short on housing affordability and sets up a stagflation risk.

The RBA lifts the cash rate to 4.35% as freight, fertiliser and grocery costs surge from the Hormuz closure. Plus: Clime's John Abernethy on why US inflation could breach 4% and stay there as debt nears the post-WWII danger zone.

The S&P 500 and Nasdaq hit fresh highs on strong earnings, but Meta and Microsoft sold off on ballooning AI capex. Plus: Citi Wealth's three-pillar portfolio framework, and Australia's CPI puts Tuesday's RBA decision at a coin toss.

The RBA meets May 5 with markets pricing a 60% chance of a hike to 4.35%. Plus: Citi Wealth's 2Q26 outlook on private credit, commercial real estate and private equity, and an EOI opportunity in a SpaceX secondary at a US$1.25tn valuation.

Mercer's Q2 2026 Outlook warns the easing cycle is over and Australia is growing below potential. Meanwhile, federal government debt is set to cross $1 trillion within months as the IMF flags a global fiscal reckoning.

UBS's Q2 2026 Family Office report reveals $124 trillion will pass between generations over the next 25 years. Plus: the RBA lifts rates to 4.10% as inflation stays sticky, and what it means for your portfolio.

Oil above US$108 sent global equities sliding as Middle East tensions escalated. With cracks emerging in the US$1.7tn global private credit market, Australia's bank-light lending landscape and conservative underwriting stand apart from the US.

Stonepeak's Mike Dorrell argues power availability, not demand, now caps data centre growth - with US grid limits reshaping the AI infrastructure buildout.