Futures point to a drop for the sharemarket after crude jumped to a six-month high, while inflation and central banks will be keenly watched in the coming days.

#asx #inflation

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Is this finally the end of the AI trade?

Business & Economy

3w ago

Is this finally the end of the AI trade?

The AI trade is hard to define, but has totally consumed global equity markets which account for a third of our pension assets. Has it reached the end of its run?

#pension #stock-market #trade

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Ord Minnett’s head of private wealth rows out

Business & Economy

3w ago

Ord Minnett’s head of private wealth rows out

His exit comes as former HSBC Australia chief executive Antony Shaw prepares to take on the CEO role from Morris, who will now be the executive chairman.

#ord-minnett #hegarty

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Why private credit’s reckoning could be good news for investors

Business & Economy

3w ago

Why private credit’s reckoning could be good news for investors

Australian investors are not discovering a fatal flaw in private credit after the collapse of Bathla Group; rather, they are confronting a test that comes with scale.

#credit #reckoning #rather

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I visited the island that could make or break your AI stocks

Business & Economy

3w ago

I visited the island that could make or break your AI stocks

Taiwanese residents joke that the safest bomb shelter on the island is a flat right next to a TSMC fab, as the fabrication plants are known.

#taiwan #island #break

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The rage economy: What’s really fuelling Europe’s street battles

Business & Economy

3w ago

The rage economy: What’s really fuelling Europe’s street battles

The malaise in France – disillusioned youth, economic stagnation, political radicalisation, heavy debt and outrage-driven media – is playing out across Europe.

#europe #france

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Double squeeze: Business hit by cash flow crunch and ATO debt push

Business & Economy

3w ago

Double squeeze: Business hit by cash flow crunch and ATO debt push

The number of businesses failing to pay their taxes has surged 21 per cent as a tough economy squeezes cash flows and the ATO aggressively pursues overdue debts.

#ato #interest-rates

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Two rich kids, the harbourside mansion and an epic private credit fail

Business & Economy

3w ago

Two rich kids, the harbourside mansion and an epic private credit fail

Victor Huang was given millions by his father to create a family office powerhouse. Instead, it spiralled into failed developments and seriously odd lending.

#victor #huang

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Chanticleer podcast | Latest News & Analysis | The Australian Financial Review | AFR

Business & Economy

3w ago

Chanticleer podcast | Latest News & Analysis | The Australian Financial Review | AFR

Weekly podcast on business, finance and markets from Australia’s most influential columnists Tony Boyd & James Thomson.

#chanticleer #australia #thomson

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Debt bomb threatens booming AI trade, $155b data centre roll-out

Business & Economy

3w ago

Debt bomb threatens booming AI trade, $155b data centre roll-out

Bond yields are soaring across companies exposed to artificial intelligence amid worries about heavy spending, limited returns and the cost of servicing loans.

#booming #bomb

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