Browsing Tag
Reserve Bank of Australia
12 posts
The big banks bleed: Why the S&P/ASX 200 Financials Index (XFJ) is staring at a fresh three-month low
Banks are repricing faster than retail investors expected. The RBA went hawkish, Westpac's margins slipped, NAB's profit dropped. The 16 June meeting decides the next leg.
May 12, 2026
Xero (ASX: XRO) climbs into FY2026 result as Melio integration becomes the central thesis test
Xero spent US$2.5bn on Melio. Shares are down 57% from the highs. The May 14 result is when bulls and bears find out who was right.
May 9, 2026
REA Group (ASX: REA) shares jump as Q3 FY2026 result lifts cost guidance and confirms residential recovery
REA Group fell 9.6% on H1 results in February. Today's Q3 print rewrites that thesis. Listing volumes are back, yield is at 14%, costs are being held.
May 8, 2026
ASX 200 climbs to two-week high as miners reignite commodity supercycle trade, BHP, Rio Tinto and Sandfire lead broad materials rally
Base metals are flat. Iron ore hasn't moved. So why are BHP, Rio Tinto and Sandfire ripping the ASX 200 to a two-week high? Sentiment is rotating fast.
May 7, 2026
ASX 200 ends 8-day losing streak as 73% of stocks rebound, only Energy lags
Australia's longest losing streak since 2018 just broke. The bounce is real, but breadth and Energy reversal hint at consolidation, not recovery.
May 1, 2026
Pepper Money (ASX: PPM) rejects Challenger’s revised A$2.25 bid, ending takeover talks
Pepper Money rejects Challenger's A$2.25 takeover bid as not executable. What it means for PPM shareholders, CGF strategy, and Australian non-bank lending M&A.
March 25, 2026
ASX healthcare sector falls harder than the broader market as rate shock and Middle East war pressure high-multiple stocks
ASX healthcare stocks fell 2.47% on 19 March, lagging every other defensive sector. Here's what's driving CSL, Pro Medicus and Cochlear lower. Read more.
March 19, 2026
Higher yields are punishing ASX real estate stocks as the RBA tightening cycle accelerates
Australian real estate stocks fell sharply as the 10-year bond yield hit 4.9% and the RBA lifted the cash rate to 4.1%. Read what it means for A-REITs.
March 19, 2026
Australia’s jobless rate jumps to 4.3% in February 2026 as full-time work falls
Australia's unemployment rate rose to 4.3% in February 2026, up from 4.1% in January, as part-time jobs surged and full-time employment fell, ABS data shows.
March 19, 2026
Challenger (ASX: CGF) cuts Pepper Money (ASX: PPM) offer to A$2.25 per share, calls it best and final
Challenger slashes its Pepper Money offer by 13.5% to A$2.25, citing market deterioration. What this means for shareholders and the deal. Read more.
March 17, 2026