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Cockroaches. They’re not popular and if you find one, you know there's probably more lurking. Rate hikes work the same way, they rarely come alone. And, the US Federal Reserve has just raised rates for the first time since 2023, signalling another before the end of the year.
Trump was not happy, he’s made it clear he wants cuts, not hikes. Back home, we're three hikes into our own infestation, and the market is pricing in a further increase to the RBA cash rate next week.
Economists at Australia’s Big Four banks say there could be even more after that. As with most things in the stock market, it pays to notice the pattern before everyone else does.
To your investing,
The cockroach moves are going global
A government bond yield reflects the price investors are willing to pay for owning government debt. The maturity of these government bonds range from very short term all the way through to 10+ years. In the US, the longest dated Treasury bond is 30 years. While central banks set their respective cash rates, fixed interest market traders and investors materially influence bond yields.
As the chart below shows, longer-term government borrowing costs have been grinding higher across the developed world for two years now, and the climb has steepened through 2026. This yield uplift reflects multiple factors, including sustained increases in budget deficits and higher inflationary expectations.
Chariot Resources (ASX:CC9) - Mapping lithium targets in Nigeria
CC9 has commenced a 15-day geological mapping program at Iganna in Nigeria, funded and operated by ZhongNuo. Executive Chair and Managing Director Shanthar Pathmanathan discusses the mapping program, selecting the drilling targets and key milestones ahead.
Strike Energy (ASX:STX) - Unlocking the path to first gas
STX is moving its West Erregulla gas project closer to production, partnering with Hancock Energy and Macquarie. The deal advances STX's plan to become a diversified Western Australian energy producer. Managing Director and CEO Shelley Robertson explains the breakthrough and what comes next.
Metals Australia (ASX:MLS) - Securing independent research coverage
MLS is developing the Lac Carheil graphite project in Quebec, Canada. A new Arrowhead research note assesses the company, with CEO Paul Ferguson giving management's view on its growth opportunities.
Dyno Nobel (ASX:DNL) - Bringing TNT production back to America
DNL is partnering with Repkon to build the USA’s first new TNT plant in more than 40 years, as the country moves to restore domestic explosives production.
Telix Pharmaceuticals (ASX:TLX) - Advancing brain cancer scans
TLX’s Pixclara, a PET scan imaging agent, has won FDA approval to help identify tumour growth after treatment. It's the first agent of its kind approved in the US.
Austal (ASX:ASB) - Weighing an offer for its US business
ASB has received a non-binding offer for its US shipbuilding arm, close to the trading valuation of the whole business.
Acrux (ASX:ACR) - Pushes female testosterone MDTS toward phase III on stated FDA feedback
ACR says FDA feedback supports advancing its Female Testosterone MDTS spray into Phase III, following completed Phase I and II trials.
EBR Systems Inc. (ASX:EBR) - Advances life-saving cardiac resynchronisation into the wireless age
EBR is scaling its WiSE CRT system, the world’s only FDA-approved leadless cardiac resynchronisation system, with 117 US commercial procedures completed by the end of Q2 2026.
Noxopharm (ASX:NOX) - Advances first targeted topical treatment for CLE
NOX is advancing its targeted topical treatment for cutaneous lupus erythematosus (CLE), with early human testing showing a favourable safety profile and no systemic drug exposure.
Innovaero Technologies (ASX:INN) is an aerospace and aircraft product business with two distinct divisions. The first division is an aerospace product development and commercialisation business focused on uncrewed aerial systems, while the second provides crewed aircraft-related services.
Parbo Resources (ASX:PRB) is a resource explorer that owns the Mount Padbury and Bryah Projects located near the town of Meekatharra, within the Mid-West region of Western Australia.
Axiant Resources (ASX:AXR) is a gold focused explorer with a district scale exploration portfolio and drill-confirmed shallow gold system in the Pine Creek Orogen, Northern Territory.
The Stock Network’s ASX Gems Conference AI Spotlight event brought together industry experts and emerging technology leaders to explore how artificial intelligence was transforming markets, investment opportunities and the future of business.
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