Energy stocks surged on crude oil strength and expectations for tighter global supply through Q4. China's Central Bank surprised with cautious guidance, sparking uncertainty about stimulus timing. Australia's unemployment dipped to 3.7%, keeping wage growth expectations elevated despite softer inflation readings.

WDS jumped 4.2% as LNG prices rallied on winter demand expectations and geopolitical supply concerns. Free cash flow generation remains exceptional with strong dividend support. At $23.80, the energy exposure offers attractive 5.1% yield with commodity upside optionality.

ORG rallied on electricity price strength and improved retail margin expectations. The company's generation assets benefit from high wholesale prices while retail competition stabilizes. Near $5.50, this presents a turning point opportunity for patient investors seeking energy exposure.

ASX (the utilities company) benefited from yield-hungry investors seeking stable infrastructure plays. Regulatory reset in Victoria remains supportive for long-term earnings visibility. At $3.85, the high yield with stable growth makes this suitable for income portfolios.

Australian property market enters peak season with strong buyer intent across major cities. Rental shortages continue to support yield compression, making investment property more attractive on cap rates.

This is a free edition of The Wealth Signal. Upgrade to Signal+ or Signal Pro for full analysis, entry prices, and Greg's model portfolio.