The US Treasury sparked a sharp gold rally. L1's Rafi Lamm explains what bond yields are signalling and where he sees value.

It sounds like a wild proposition, but veteran investor Charlie Aitken argues the tide is turning decisively toward "The Big Australian."

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

The 30-year US T-bond yield hit a 19-year high and Washington tried to stem the bleeding – it worked for just one day.

Revenue up 30%, profits up 69% and a balance sheet that flipped $100 million in a year. Codan's CEO says the story is all about consistency.

Henry Jennings breaks down CSL’s stunning rebound and other notable results from the third week of August 2026 reporting season.

Northern Star Resources saw its share price up after its results surprised on the upside, but it might have more to do with the US Treasury.

And the bullish copper outlook painted this week by BHP shows why more emerging ASX copper producers are likely to be gobbled.

Brokers see up to 45% upside in this week’s winners, while coal, rail and the Big Four banks face a tougher outlook.

Removing negative gearing changes the property equation. Here’s how far rents must rise or prices fall to make investing stack up again?

Codan’s profit jumped 69% in FY26. Michael Carmody from Centennial sees more growth ahead from defence demand and new products.

Record results for Zip Co sent the share price skyrocketing. Seneca's Luke Laretive explains why an expanding US business is the key driver.

Resilient global and Australian growth is being tested by renewed geopolitical tensions and stubborn inflation.

Evolution posts a third straight record result. Fidelity's Cameron Taylor on the dividend lift, capex timing and gold's wild ride.

Adam Grotzinger says core inflation should be contained and rates on hold, and that's created opportunities across credit markets.

High growth and international shares options delivered up to 23.2% in FY26, but taking more risk comes with a catch.

I take a closer look at the impact of volatility drag on investor outcomes and some simple steps that can be taken to manage such risks.

Cost-of-living pressures are playing into Breville's hands, yet Airlie sees an untapped market that could power its next leg of growth.