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How will Trump’s Fed chair pick shape markets? Two things to watch

Lachlann Tierney

Trump announces he’s made up his mind on the next Federal Reserve Chair. And it looks like the unlikely Santa Rally is back on.

Why Smart Money Could Shift to Buyouts in 2026

James Cooper

James Cooper believes rising commodity prices this year could spark mining M&A activity in 2026. This is a rare window of time into the speculative phase of the commodity cycle.

A Case for Optimism

Charlie Ormond

James’s makes a case for optimism in a market freaking out over tariffs, shutdowns, and AI bubble fears. He thinks three major developments are quietly pointing in the opposite direction to what you may think.

Is This the Start of the Santa Rally?

Murray Dawes

After a rough month that saw the ASX 200 drop 8% and local microcaps sink 15%, everyone’s hoping a Santa Rally is around the corner. As US rate cut hopes rise US stocks are edging towards a weekly buy signal. But in Australia, hot inflation has traders worrying we’re heading the other way. In this week’s Closing Bell, Charlie and I break down the diverging paths of the Nasdaq and ASX and where the real action is hiding. We look at fresh moves in copper and an oversold Bitcoin that could be ready to bounce, but we also explain why you might want to de-risk on the way up.

Commodities

Why Smart Money Could Shift to Buyouts in 2026

James Cooper

James Cooper believes rising commodity prices this year could spark mining M&A activity in 2026. This is a rare window of time into the speculative phase of the commodity cycle.

M&A Cycle Alert: Why Market Weakness Could Be Your Opportunity

James Cooper

James Cooper outlines the opportunity for junior mining stocks if commodity prices continue to rise in 2026. Much of it hangs on the miners’ need to source more reserves.

Commodity Cycle: Ticking Towards Acquisition Time

James Cooper

James Cooper details the last-minute bid from BHP to acquire Anglo. And what it reveals about the commodity cycle as we head into 2026.]

Trump’s Supreme Court saved him, but will his Fed?

Nick Hubble

Trump’s appointments to the Supreme Court have saved him from Democrat lawfare. But will the Federal Reserve save him from the bursting AI bubble?

Flight to Safety: Junior Mining Stocks

James Cooper

Geologist, James Cooper, outlines the case for small-cap miners, describing them as a contrarian play with potentially stronger long-term prospects over index-hugging blue chips.

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Technology

A Case for Optimism

Charlie Ormond

Markets Get Their Shot in the Arm

Charlie Ormond

We’ve become dependent on the Fed’s needle. Every wobble gets smoothed over with dovish speeches and rate cut hints. Another shot in the arm to send stocks higher.

A Modern Odyssey for Investors

Charlie Ormond

With Christopher Nolan’s film adaptation hitting screens next year, Homer’s wanderer is having a moment. But forget the Hollywood spectacle. The lessons from this Bronze Age CEO are surprisingly relevant for navigating 2026’s markets.

Cassandra Goes Unheard

Charlie Ormond

Michael Burry from ‘The Big Short’ has emerged into the public eye with fresh bubble warnings. But once again, his warnings are ‘uninvited and unwelcome’ to the market.

The K-Shaped Economy Spells Trouble

Charlie Ormond

As the pandemic showed, the K-shaped recovery is no longer just about income brackets. It’s about which companies serve which customers, and the recent earnings season gave us some signs that the divide is growing.

Small-Caps

How will Trump’s Fed chair pick shape markets? Two things to watch

Lachlann Tierney

Trump announces he’s made up his mind on the next Federal Reserve Chair. And it looks like the unlikely Santa Rally is back on.

Macro

Forget China (at your peril)

Charlie Ormond

While we’ve been navel-gazing, China has been quietly reshaping global trade, flooding markets, and luring back the very investors who fled years before.