Macro & markets

Summer reading list 2025/26
Markets
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Summer reading list 2025/26
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The Betashares team share their favourite books they've read in 2025.

Diverging paths
Bassanese Bites
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Macro
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Macro & markets
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Diverging paths
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Despite the third successive rate cut from the Fed, investors were more concerned over valuations.

Betashares Australian ETF Review: November 2025
Markets
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Betashares Australian ETF Review: November 2025
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ETF flows have been above $4 billion for five consecutive months.

Jerome Powell strikes dovish tone as Fed delivers last rate cut of 2025
Macro
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Markets
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Jerome Powell strikes dovish tone as Fed delivers last rate cut of 2025
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Powell is more concerned about the labour market's weakness than inflation's reacceleration.

RBA turning hawkish - How to benefit from higher cash rate expectations
Adviser focus
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Macro & markets
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RBA turning hawkish - How to benefit from higher cash rate expectations
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With a potential RBA pivot ahead, this article highlights a simple but important consideration.

Is AI in a bubble? A historical perspective
Markets
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Is AI in a bubble? A historical perspective
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There seem to be three fundamental reasons why booms and busts occur.

AI Capex has the bond market’s attention
Markets
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AI Capex has the bond market’s attention
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Can debt markets finance a technological revolution whose revenue model remains unproven?

AI boom, bubble or bust?
Markets
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AI boom, bubble or bust?
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Some aspects of today’s environment rhyme with past episodes but important differences do stand out.

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.