Lea Jurkovic
- Indexed articles, last 90 days
- 7
- Latest publication
- Sep 28, 2026
- Outlet visibility, for AFR
- Top 50K sites
- Earliest in this view
- Aug 24, 2026
Latest articles
Investors search for value in the wreckage of a retail stock slump (opens the original)
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The deep sharemarket rout and broad shopper pessimism may have most fund managers steering well clear of major Australian retailers, but at least a few investors are seeing a big opportunity to bag a bargain. Despite the Reserve Bank of Australia poised to deliver a fourth interest rate rise this year, Morningstar director of equity research Johannes Faul said retailers were underpriced and investors were underestimating the strength of consumers, even as they reprioritise their spending. Gift a
Iron ore’s comeback fizzles, leaving miners braced for softer prices (opens the original)
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A weaker global economic outlook has collided with higher energy costs to drag down the price of the country’s biggest commodity export, with iron ore’s push above $US100 a tonne all but running out of steam. Iron ore futures fell nearly 5 per cent over the past week, dropping to about $US96 a tonne, as higher steel-making input costs weighed on producers’ margins. Gift 5 articles to anyone you choose each month when you subscribe.
Macquarie says RBA’s hawkishness points to all but certain rate rise (opens the original)
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Macquarie says its analysis of the language used by Reserve Bank of Australia officials showed increasing hawkishness after they met last month and decided not to increase interest rates, and bond markets are almost certain the central bank will raise the official cash rate in two weeks. The broker’s comments come as US 10-year bond yields topped 5.02 per cent, a level last seen in 2007 as oil prices continued to climb ahead of a looming Federal Reserve interest increase, the central bank’s firs
Traders see no end to sky-high oil price as Houthis head to Red Sea (opens the original)
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Escalating attacks on energy and shipping infrastructure in the Middle East pushed oil prices to their highest level in five months and raised the risk that prices could remain above $US100 a barrel into the new year, as forecasts for oil production outside the Middle East were also slashed. Brent crude, the global oil benchmark, jumped more than 6 per cent on Thursday to reach $US109 a barrel – its highest level since May – and continued to trade at about $US107 a barrel on Friday. The price ju
A hawkish RBA pushes Aussie dollar to four-month high (opens the original)
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A fresh inflation warning from top officials at the Reserve Bank of Australia has pushed the dollar to a four-month high against the greenback, despite an escalation of violence in the Middle East that would typically weigh on the currency. The Australian dollar rose to US72.33¢ on Wednesday, its highest level since mid-May, while against the euro, the local currency hit 62.16¢, hovering near levels it has not traded at since 2024. Against the Kiwi, it is near a 13-year high of $NZ1.23. Gift 5 a
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