The Week’s Edge

The RBA hiked to 4.60%. GWA Group and Bell Financial pay fully franked dividends grossed up to 11.9% and 11.7%, and both grew profit by double digits.

The 30-day interbank rate is calling an 88% chance of a hike. The RBA has moved against the bond market eight times in 131 meetings. And the federal budget is handing us 3.6 rate hikes of its own.

AI solved the robot brain. The body is still a manufacturing problem. Two ASX robotics stocks, one offshore chokepoint, and what actually survives.

The US and Japan spent US$60 billion defending the yen. Half the move was gone in eight days. Here’s why the US-Japan yen intervention is failing.

The ASX enters earnings season near record highs. Here are the valuations, sectors, stocks and global risks that could decide what happens next.

Gold money is rotating out of ASX materials and into ASX healthcare. Why CSL, ResMed and Sonic are worth watching after a 39.6% de-rating.

On Wednesday, the ceasefire died. Missiles hit tankers in the Strait of Hormuz. Washington revoked the waiver that let Iran sell its crude.

Five high-yield ASX dividend stocks, from the beaten-down to the record-breakers. Gross up for franking and the income league runs opposite to the share-price charts.

The 2026 budget scrapped the 50% CGT discount. ASX growth names dropped 8-15% in two weeks while defensive REITs ran. Here is where capital goes next.

There was a big move signalled in the budget this week. It could be just the beginning of a complete overhaul of one of our most crucial industries.
While the country argues…