시장 뉴스 및 인사이트

지난 3년간 인공지능(AI) 인프라 투자는 비교적 단순한 논리를 따랐습니다. 바로 골드러시를 위한 곡괭이와 삽을 만드는 기업을 찾는 것이었죠. 그 목록의 맨 위에는 엔비디아라는 이름이 있었습니다.

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.

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.

If you have ever wondered why a forex pair moves sharply on a single Tuesday afternoon, the answer often sits inside one number: the cash rate.

Every time markets get jumpy, a three-letter acronym starts showing up in headlines and trading rooms. The VIX. You will see it called the fear gauge, the fear index, or just "vol." For newer traders, it can feel like an insider's number that everyone seems to track but few stop to explain.

The K-shape matters for markets because it breaks the assumption that aggregate data tells you anything useful about individual companies.