Macro & markets

Another hawkish cut?
Bassanese Bites
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Macro
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Macro & markets
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Another hawkish cut?
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Markets are attaching an 88% chance to a rate cut at this week's Fed meeting.

Q3 GDP report hints at capacity constraints
Macro
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Markets
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Q3 GDP report hints at capacity constraints
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Q3 GDP may reduce not increase the chance of a rate cut from the RBA.

An evolution of high yielding credit income (ECRD)
Funds
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Investment ideas
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Markets
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An evolution of high yielding credit income (ECRD)
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Investors can now earn high income without leaving their defensive allocation or taking equity-like risk.

Debunking three myths of passive investing
Markets
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Debunking three myths of passive investing
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Three common myths about passive investing, illustrated through CBA’s dominance and recent surge.

Market Trends: December 2025
Macro & markets
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Market Trends
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Market Trends: December 2025
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Global stocks ended November flat, but Australian shares lagged.

Rate cut hopes
Bassanese Bites
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Macro
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Macro & markets
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Rate cut hopes
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Q3 GDP in Australia headlines the week ahead.

Disappointing inflation leaves the RBA's rate outlook in the balance
Macro
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Macro & markets
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Disappointing inflation leaves the RBA's rate outlook in the balance
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Today's CPI does little to ease fears that the recent lift in inflationary pressures will...

Can the rally in Chinese stocks continue?
Markets
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Can the rally in Chinese stocks continue?
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Making the case for Chinese equities has not been easy for some time.

No cockroaches in private debt
Markets
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No cockroaches in private debt
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Longstanding private debt concerns have yet to materialise.