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Market news & insights

Stay ahead of the markets with expert insights, news, and technical analysis to guide your trading decisions.

Tariffs may affect US and Asian companies in different ways. For US retailers and consumer brands, the pressure often appears through margins as import costs rise and pricing power is tested. For Asian exporters, the pressure may appear through lower order volumes if US buyers reduce demand. Textiles, apparel and basic consumer goods are generally more sensitive to US demand, while semiconductors and AI hardware may be less directly exposed to US consumers but still carry policy, capex and valuation risks.
Market insights
Trading strategies
The tariff impact: The US margin problem vs Asia’s volume problem
Tariffs do not hit every company the same way. For US retailers and consumer brands, the first pressure point is usually margin.
GO Markets
May 25, 2026
Miniature shopping cart with sale sign and climbing stick figures, consumer rush and retail promotion concept.
Glossary
Psychology
What is a crowded trade and why should traders understand it?
Every so often, a market move catches traders off guard. Not because the news was surprising, but because many traders were already positioned the same way.
GO Markets
May 24, 2026
AI
Shares
Google TPU chips and NVIDIA: What the AI chip war means for markets
For the past three years, investing in artificial intelligence (AI) infrastructure has followed a relatively simple logic: find the companies building the picks and shovels for the gold rush. At the top of that list sat one name: NVIDIA.
GO Markets
May 20, 2026
Central Banks
Fundamental analysis
The RBA vs the Treasurer: Why the obvious Budget trade could be a 2026 trap
The 2026–27 Budget landed in a high-pressure macro environment. With inflation at 5% and the RBA cash rate at 4.35% after three consecutive hikes, the gap between fiscal policy and market price may matter more than usual. The first reaction was predictable.
GO Markets
May 13, 2026
Geopolitical events
CFDs
How to read the VIX: Signals, scenarios and risk traps
This is the second part of the GO Markets VIX Playbook. The first piece covered the basics and explored what the VIX measures, what it does not, why traders watch it and where new traders most often misread it. If you skipped it, start there as the foundation matters.
GO Markets
May 11, 2026
Central Banks
Market insights
Federal Budget 2026-27: What traders should watch
Tuesday, 12 May 2026, at roughly 7:30 pm AEST, Treasurer Jim Chalmers will stand up in Canberra and deliver the 2026-27 Federal Budget. According to Budget.gov.au, that is when the Budget is officially released, with the Budget papers going live online at the same time.
GO Markets
May 10, 2026