Macro & markets

RBA less hawkish than feared
Markets
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RBA less hawkish than feared
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But the Q3 inflation print suggests further rate cuts are not guaranteed anymore.

How are US corporates performing this earnings season?
Markets
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How are US corporates performing this earnings season?
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The health of US corporate earnings has never been more important.

Global infrastructure: A differentiated return driver
Markets
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Global infrastructure: A differentiated return driver
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Infrastructure occupies a unique position in an investor's portfolio.

RBA to hold rates tomorrow
Bassanese Bites
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Macro
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Markets
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RBA to hold rates tomorrow
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Following the hot Q3 CPI print, the RBA is expected to keep rates on hold.

A Christmas rate cut from the US Fed is "far from a foregone conclusion"
Markets
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A Christmas rate cut from the US Fed is "far from a foregone conclusion"
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The FOMC also announced the Quantitative Tightening (QT) program will end from 1 December 2025.

Melbourne Cup Day rate cut a late scratching
Macro & markets
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Melbourne Cup Day rate cut a late scratching
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A hot inflation print ends a November rate cut - and puts February 2026 in...

CRED: Capturing Income and Duration in Australia’s Easing Cycle
Markets
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CRED: Capturing Income and Duration in Australia’s Easing Cycle
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Fixed income is once again reclaiming its role as a genuine portfolio diversifier.

How the RBA (and other central banks) makes decisions
Markets
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How the RBA (and other central banks) makes decisions
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Learn the factors that drive every RBA interest rate decision.

Asia, not America, will drive uranium demand in the coming decade
Markets
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Asia, not America, will drive uranium demand in the coming decade
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Asia is likely to be ground zero for the next phase of the nuclear megatrend.