Australian shares finished virtually unchanged on Monday as gains across the major banks offset weakness in technology, resources and smaller companies.

Australian shares finished a volatile week slightly lower, with oil prices, rising bond yields and interest-rate expectations weighing on the broader market. Beneath the headline indices, however, smaller companies and gold producers recorded stronger performances.

Part 1 set out why China's slowdown looks structural. Part 2 asks where the money already went. Over two and a half years the commodity China buys has gone sideways, while the commodities China controls have repriced by between two thirds and nine times. Tungsten, tin, copper and iron ore, and the ASX and TSX producers on either side of the split.

Australian shares posted a second consecutive gain on Thursday, although a strong opening rally faded as investors weighed the prospect of further interest-rate increases.

OD6 Metals has remapped Mammoth at its Quinn Fluorspar Project in Nevada, growing the interpreted target past 14,000 square metres. What the channel results settle.

A Samso Research workup on Tusker Minerals (ASX: TSK). A 2.1 to 2.6 billion tonne JORC Exploration Target in the Douala Basin, Cameroon, what the grade actually means, and the one event that would settle the argument.

Australian shares regained some ground on Wednesday, but the recovery now faces an overnight test from US consumer spending figures, inflation indicators and the Federal Reserve’s interest-rate decision.

The Australian market finished Tuesday at a three-month low, with the ASX 200 falling 80.5 points, or 0.92%, to 8,669.40 as selling across banks and resources outweighed buying in healthcare and technology.

Part 1 mapped the register. Part 2 explained which of those ores actually give their metal back. This note prices them. It carries one Watershed orebody through three eras of tungsten money, from a US$450 study assumption in 2014 to a A$1.3 billion valuation in 2026; it re-bases the district’s only public tin study to today’s price with every assumption on the table; and it closes on the question the whole series has been building to.

Parbo Resources Limited is preparing for an ASX listing with a A$5 million offer to fund gold and copper exploration near Meekatharra. What the prospectus says, and what the first drilling has to show.

Japan took thirty years to recover from a debt-fuelled property bubble. China's own property crisis began in 2021 and is unresolved, its local debt is far harder to measure than Japan's ever was, and Beijing is already legislating against AI-driven job losses while Washington still debates the idea. Part 1 of a two-part macro series.

Brent crude is back above US$100 a barrel. What is driving it, what could reverse it, and how the ASX oil names differ by stage, from producers to explorers.