Morning business roundup

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Read a sample of the Morning Business Roundup from today.

Market Reports

  • Australian Market Report: The Australian sharemarket closed lower on Tuesday despite gains from local tech firms and uranium producers. The S&P/ASX 200 closed down just 2.7 points to 8867.4.... [more]

  • U.S. Market Report: The S&P 500 and the Nasdaq were muted on Tuesday while the Dow notched a fresh record high as investors digested corporate earnings and retail sales figures.... [more]

  • European Market Report: European stocks were subdued on Tuesday as investors digested mixed earnings updates and looked ahead to the release of key U.S. retail sales, inflation and jobs data this week for clues on the Federal Reserve's rate trajectory..... [more]

  • Asian Market Report: Asian stocks ended mostly higher on Tuesday, with post-election optimism in Japan and a strong rebound in the technology sector helping underpin regional sentiment..... [more]

Australian Business News

  • Inflation, rate hikes and public spending. Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits..... [more]

  • Higher bulk-billing rates and earlier sales have driven a sharp decline in spending, which will take some pressure off the Reserve Bank to raise interest rates again..... [more]

  • Rental affordability hits record low as rents rise 2.5 times faster than wages, analysis shows.... [more]

  • The Australian private credit is well positioned for strong growth in 2026, according to investment specialist Tanarra Credit Partners, supported by continuing demand from superannuation funds and the potential for further cash rate.... [more]

  • Shield and First Guardian collapses spur managed investment scheme crackdown.... [more]

  • FIIG Securities has been ordered to pay $2.5 million in pecuniary penalties as a result of Federal Court action initiated by the Australian Securities and Investments Commission (ASIC)..... [more]

  • Uranium prices down -10% in a week. So why are ASX uranium stocks climbing?.... [more]

  • Gold is on sale. Should you buy? Even with its recent dip, gold’s run looks impressive, but decades of data show why performance-chasing can undermine long-term returns..... [more]

  • In a timely boost that adds weight and confidence to its looming prefeasibility study, True North Copper has upped its Cloncurry project resource in Queensland. Contained copper has climbed by seven per cent to 109,000 tonnes.... [more]

  • JV partners FMR Resources and Southern Hemisphere Mining have kicked off a new deep diamond hole in the Southern Porphyry system, part of their Llahuin copper-gold-moly project in Chile..... [more]

  • Queensland government appoints tenderers for new oil and gas exploration in Taroom Trough.... [more]

  • Novo Resources has reported highly encouraging new exploration results from its Wyloo gold-silver-antimony project in WA’s southern Pilbara, confirming multiple high-priority drill targets.... [more]

  • Waratah delivers strong gold recoveries at Spur in NSW.... [more]

  • Nextsource Materials announces C$25M LIFE offering.... [more]

  • Steadfast Group Shares (SDF) Make New Low, Lag The ASX 200 Today.... [more]

  • Australian pharmaceuticals heavyweight CSL has announced its chief executive Dr Paul McKenzie is retiring with immediate effect, as the company tries to rebuild confidence among investors following a grim year.... [more]

  • Telstra joint venture to axe more than 200 jobs amid AI rollout.... [more]

  • Web Travel Group tumbled 30% last week. Here's why brokers are backing up the truck. Web Travel shares plunged 29.5% on Spanish tax audit fears, but analysts say the impact is likely immaterial with FY26 guidance reaffirmed..... [more]

  • Guardian Australia editor Lenore Taylor has resigned after almost 10 years in the job, saying she was at peace with the decision to leave the exhausting role and left behind a team of high-calibre potential successors..... [more]

  • Fast food giant McDonald’s has refused to take its rejection from a number of Sydney suburbs last year, launching court action and revised plans. Maccas’ bids to open outlets in Newtown, Redfern and Manly Vale were denied.... [more]

  • Opinion - Aaron Teboneras: Gold vs silver. Here's where I'd put my money in 2026.... [more]

  • Comment/Analysis - Kim Wingerei: While Australian consumers suffer near record-high energy prices, Japan’s multinationals are on-selling Australian LNG. What’s the scam?.... [more]

  • Analysis - Ian Verrender: How AI is disrupting the tech boom on global markets..... [more]

World Business News

  • Federal Reserve Governor Stephen Miran on Monday argued the Trump administration’s policy of trade tariffs has proved more benign than many had feared, in comments that argued that foreigners and their firms are the ones.... [more]

  • US Consumer Delinquencies Jump to Highest in Almost a Decade.... [more]

  • Why one firm says the market's 'Sell America' narrative is way overblown. This year has seen a revival of the "Sell America" narrative amid new trade war tensions and Donald Trump's aggressive posturing toward allies..... [more]

  • Ahead of Jobs Report, White House Seeks to Downplay Any Slowdown. President Trump’s top aides have argued in recent days that the economy is strong, even if new data on Wednesday show sluggish hiring..... [more]

  • Agree Realty earnings ahead: Investors eye 2026 acquisition outlook.... [more]

  • Bond investors are betting on another 100 years of Google. What are the odds Google will still be around in 2126? According to investors bidding on a rare 100-year bond from the tech titan this week, they're pretty strong..... [more]

  • Mattel earnings in focus: Can toy giant prove entertainment pivot?.... [more]

  • Paramount Skydance said Tuesday it has sweetened its offer for Warner Bros. Discovery , adding a so-called ticking fee to signal regulatory confidence among other new elements..... [more]

  • 5 reasons JPMorgan says the historic wipeout in software stocks is a buying opportunity.... [more]

  • Target CEO Michael Fiddelke is reshuffling his leadership team and making other changes shortly after stepping into the top job at the retailer that has struggled operationally..... [more]

  • AI infighting hits a boiling point. AI CEOs are openly trash-talking each other, sniping over advertising and their philosophical approaches to the future..... [more]

  • AI chip company Nvidia "must live with" the licensing terms on sales of its second most advanced AI chip to China, Commerce Department Secretary Howard Lutnick said at a hearing on Tuesday. "The license terms are very detailed..... [more]

  • Coca-Cola demand rises in fourth quarter but shares slide on tepid outlook.... [more]

  • McKinsey Hands Over Its $20 Billion Investment Arm to Neuberger.... [more]

  • Eddie Bauer LLC filed for Chapter 11 bankruptcy protection on Monday and hopes to sell about 200 of its namesake outdoor sportswear stores in the United States and Canada, citing declining sales and supply chain challenges..... [more]

  • Brazil's instant-payment system Pix is likely to account for half the nation's e-commerce transactions by 2028, widening its lead over credit cards, according to a new study. The forecast, from payments firm Ebanx,.... [more]

  • Britain's Financial Conduct Authority said on Tuesday it had asked social media companies and app stores to block access to crypto exchange HTX in the UK, stepping up efforts to prevent the group from promoting "illegal" crypto.... [more]

  • UK sleepwalking into joblessness epidemic, Tesco boss warns.... [more]

  • BP has reported a drop in annual profits and increased its target for cost cutting as the oil giant was hit by the fall in crude prices last year. It reported profits of $7.5bn (£5.5bn) in 2025, down from $8.9bn the year before.... [more]

  • UK backs biggest English onshore windfarm in a decade among 190 green energy projects. Government also offers contracts for record number of solar schemes as it aims to create clean electricity system by 2030.... [more]

  • Shell (SHEL.L), CEO Wael Sawan said on Tuesday the oil major does not have to buy additional assets anytime soon to deliver on its 2030 targets. In March, Sawan projected a 100,000 to 200,000 barrels-of-oil-equivalent-per-day.... [more]

  • Poland's Niewiadow signs framework deal with Northrop Grumman on 155 mm ammo production.... [more]

  • Eight Roads, a venture capital firm backed by Fidelity Investments’ billionaire Johnson family, has shelved plans to sell its holdings in dozens of Chinese technology.... [more]

  • China’s ByteDance, Alibaba unveil AI image tools to rival Google’s popular Nano Banana.... [more]

  • What TSMC’s latest numbers say about the AI story. Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales-growth numbers for January that analysts say points to robust demand.... [more]

  • Honda reports declining profit as Trump’s tariffs and EV moves hurt Japanese automaker’s results.... [more]

  • Indian biscuit maker Britannia Industries (BRIT.NS), reported a 17% rise in third-quarter profit on Tuesday, helped by price hikes and tax cuts. The company, known for its Marie Gold and Good Day brand of biscuits,.... [more]

  • Opinion - Quentin Fottrell: After bitcoin’s fall, pity those wildly enthusiastic investors who borrowed billions against crypto. The speculation that bitcoin would hit $200,000 in 2025 now seems like a dream. Because it was..... [more]

  • Analysis - Gibran Naiyyar Peshimam, Gayatri Suroyo and Stefanno Sulaiman: Indonesia at 'point of no return' on big Prabowo growth bet, despite market carnage..... [more]