Macro & markets

A wrap of the 2025 economic year as well as my expectations for 2026.

The Betashares team share their favourite books they've read in 2025.

Despite the third successive rate cut from the Fed, investors were more concerned over valuations.

ETF flows have been above $4 billion for five consecutive months.

Powell is more concerned about the labour market's weakness than inflation's reacceleration.

With a potential RBA pivot ahead, this article highlights a simple but important consideration.

There seem to be three fundamental reasons why booms and busts occur.

Can debt markets finance a technological revolution whose revenue model remains unproven?

Some aspects of today’s environment rhyme with past episodes but important differences do stand out.