Newsletter

Newsletter

Oct 12, 2026

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6 min read

Issue #39 | Reality Check

Australia's weekly breakdown – tech’s rebound, Firmus pulling its IPO and France’s bond scare

Capital Down Under

Newsletter

Oct 5, 2026

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6 min read

Issue #38 | Doubling Down

Australia's weekly breakdown – RBA hikes rates again, Firmus eyes a $43.7bn IPO and the Aussie dollar surges

Capital Down Under

Newsletter

Sep 28, 2026

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6 min read

Issue #37 | Markets push back

Australia's weekly breakdown – the ASX's fourth straight loss, Perpetual rejects EQT and the global bond sell-off

Capital Down Under

Newsletter

Sep 21, 2026

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5 min read

Issue #36 | The Cost of AI

Australia's weekly breakdown – the RBA's looming rate rise, a $3.5m bet on AI health scribes, and the AI industry's safety split

Capital Down Under

Newsletter

Sep 14, 2026

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6 min read

Issue #35 | Caught in the Crossfire

Australia's weekly breakdown – an oil shock rattles the ASX, Eagers fights back against EVs and Canberra squares off with Big Tech

Capital Down Under

Newsletter

Sep 7, 2026

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6 min read

Issue #34 | Rates Rise, Gold Shines

Australia's weekly breakdown – rate fears rattling the ASX, Wiluna's gold comeback and mixed signals on Fed rates

Capital Down Under

Newsletter

Aug 31, 2026

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6 min read

Issue #33 | The Price of Power

Australia's weekly breakdown – a tech-fuelled ASX, Ausgrid's $3bn meter sale and Washington's "economic D-Day" on Iran

Capital Down Under

Newsletter

Aug 24, 2026

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6 min read

Issue #32 | Barrels, Bonds & Bitcoin

Australia's weekly breakdown – oil spooks the ASX, Alphabet breaks the bond market and Bitcoin has its best week in years

Capital Down Under

Newsletter

Aug 17, 2026

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6 min read

Issue #31 | Paying to Play

Australia's weekly breakdown – ASX slips as earnings season bites, EQT chases the Storm and Cleanaway in one week, and Trump gets sued over Truth Social access

Capital Down Under

Newsletter

Aug 10, 2026

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6 min read

Issue #30 | Capital in Motion

Australia's weekly breakdown – ASX hit record high, capital circles a local Glencore listing, and central banks step in to save the yen

Capital Down Under

Newsletter

Aug 3, 2026

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6 min read

Issue #29 | Home Advantage

Australia's weekly breakdown – Korea's chip meltdown lifts the ASX, Morrison eyes bringing Optus home and Australia cashes in on an overseas market crash

Capital Down Under

Newsletter

Jul 27, 2026

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6 min read

Issue #28 | Pipe Dreams & Trade Wars

Australia's weekly breakdown – ASX falls as tech and resources drag, QIC cashes in on Epic Energy and Trump tries tariffs again

Capital Down Under

Newsletter

Jul 20, 2026

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5 min read

Issue #27 | Same Gold, Two Stories

Australia's weekly breakdown – gold miners drag the ASX down, Genesis wins the fight for Vault and the US-Iran ceasefire collapses

Capital Down Under

Newsletter

Issue #26 | What's Actually Holding AI Up

Jul 13, 2026

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6 min read

Issue #26 | What's Actually Holding AI Up

Australia's weekly breakdown – conflict and copper, a $15bn IPO that keeps slipping, and selling shovels in an AI gold rush

Capital Down Under

Newsletter

Jul 6, 2026

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6 min read

Issue #25 | Closing Out FY26

Australia's weekly breakdown – FY26's biggest winners and losers, Coles' $4bn move on Greencross, and Washington's stake in the AI boom

Capital Down Under

Newsletter

Jun 29, 2026

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6 min read

Issue #24 | The Week of Exits

Australia's weekly breakdown – gold rebounds, TPG's $2 billion payday and Keir Starmer resigns

Capital Down Under

Newsletter

Jun 22, 2026

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5 min read

Issue #23 | A Week of Playing It Safe

Australia's weekly breakdown – ASX up as money flows to safety, Everlab's $500m raise and the fragile US-Iran peace deal

Capital Down Under

Newsletter

Issue #22 | Why Every Australian Owns SpaceX

Jun 15, 2026

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5 min read

Issue #22 | Why Every Australian Owns SpaceX

Australia's weekly breakdown — Peace deal lifts the ASX, Chemist Warehouse eyes Boots and SpaceX IPO

Capital Down Under

Newsletter

Jun 8, 2026

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5 min read

Issue #21 | Who's Buying Australia?

Australia's weekly breakdown – ASX under pressure, foreign capital and the SaaSpocalypse

Capital Down Under

Newsletter

Issue #20 | Conflict, Ceasefire & a $3.4b Exit

Jun 1, 2026

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5 min read

Issue #20 | Conflict, Ceasefire & a $3.4b Exit

Australia's weekly breakdown – Australia's weekly breakdown — ASX up for the month, I-MED's $3.4b exit and ceasefire watch

Capital Down Under

Newsletter

Issue #19 | The Great Bond Sell-Off & GYG’s U-Turn

May 25, 2026

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7 min read

Issue #19 | The Great Bond Sell-Off & GYG’s U-Turn

Australia's weekly breakdown – bonds sell off, GYG heads home and private credit's quiet rise

Capital Down Under

Newsletter

Issue #18 | Budget 2026: The Week That Shook Australia

May 18, 2026

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6 min read

Issue #18 | Budget 2026: The Week That Shook Australia

Australia's weekly breakdown — banks hammered, founders left behind and Chalmers' middle east gamble

Capital Down Under

Newsletter

Issue #17 | Rates Up, ASX Gold Merger, World on Edge

May 11, 2026

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6 min read

Issue #17 | Rates Up, ASX Gold Merger, World on Edge

Australia's weekly breakdown — the RBA's third rate hike, WA's $10.7bn gold mega merger and the world's most significant shipping lane

Capital Down Under

Newsletter

Issue 16 | The Streak, the Raise and the Exit

May 4, 2026

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6 min read

Issue 16 | The Streak, the Raise and the Exit

Australia's weekly breakdown — the ASX's worst run in eight years, Australia's quiet AI raise and the UAE's OPEC walkout

Capital Down Under

Newsletter

Issue 15 | The ASX Under Pressure — From Healthcare, Canada, and a Closed Strait

Apr 27, 2026

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7 min read

Issue 15 | The ASX Under Pressure — From Healthcare, Canada, and a Closed Strait

Australia's weekly breakdown — healthcare drags the ASX lower, Canada takes aim at the ASX, and the Strait of Hormuz holds the world to ransom

Capital Down Under

Issue #39 | Reality Check

Issue #38 | Doubling Down

Issue #37 | Markets push back

Issue #36 | The Cost of AI

Issue #35 | Caught in the Crossfire

Issue #34 | Rates Rise, Gold Shines

Issue #33 | The Price of Power

Issue #32 | Barrels, Bonds & Bitcoin

Issue #31 | Paying to Play

Issue #30 | Capital in Motion

Issue #29 | Home Advantage

Issue #28 | Pipe Dreams & Trade Wars

Issue #27 | Same Gold, Two Stories

Issue #26 | What's Actually Holding AI Up

Issue #25 | Closing Out FY26

Issue #24 | The Week of Exits

Issue #23 | A Week of Playing It Safe

Issue #22 | Why Every Australian Owns SpaceX

Issue #21 | Who's Buying Australia?

Issue #20 | Conflict, Ceasefire & a $3.4b Exit

Issue #19 | The Great Bond Sell-Off & GYG’s U-Turn

Issue #18 | Budget 2026: The Week That Shook Australia

Issue #17 | Rates Up, ASX Gold Merger, World on Edge​​​​​​​​​​​​​​​​

Issue 16 | The Streak, the Raise and the Exit

Issue 15 | The ASX Under Pressure — From Healthcare, Canada, and a Closed Strait

Issue #17 | Rates Up, ASX Gold Merger, World on Edge