News Desk
Rates, bonds, the currency and franking — the macro plumbing behind every ASX move.
Franking credits, explained with one $70 dividend
Australia's dividend imputation system quietly attaches a second layer of value to every fully franked payout — here is the arithmetic, and why it shapes the whole market.
Read the article →How the RBA cash rate finds its way into bank margins
The path from a Reserve Bank decision to a bank's profit line runs through mortgages that reprice in weeks and deposits that don't — timing is the whole game.
Read the article →Why bond yields move share prices
The 10-year government bond is the ruler every share price is measured with — and when the ruler changes length, every measurement changes with it.
Read the article →The Australian dollar and the companies that prefer it weak
Every ASX company carries a currency position whether it wants one or not — the skill is knowing which side of the Aussie each of your holdings is on.
Read the article →Evergreen analysis and education. General information only — not personal financial advice.