Market news & insights

So, here’s the thing...If you have been following the tech story for the last decade, you have been trained to look at a very specific, very small patch of real estate in Northern California. But as we sit here in early 2026, the "connect-the-dots" moment for investors is this: the AI trade has stopped being about shiny software demos in Palo Alto and has started being about the physical industrialisation of compute.

Few institutions shape everyday Australian life as quietly, or as powerfully, as the Reserve Bank of Australia (RBA).

2026 is not giving investors much breathing room. It seems markets may have largely moved past the idea that rate cuts are just around the corner and into a year where inflation may prove harder to control than many expected.