Macro & markets

Inflation tests
Bassanese Bites
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Macro
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Markets
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Inflation tests
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This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.

Benign wages = no need for higher unemployment
Macro
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Markets
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Benign wages = no need for higher unemployment
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Today’s result should not shift the needle significantly either way on interest rates.

Investing in AI - beyond the Magnificent 7
Markets
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Investing in AI - beyond the Magnificent 7
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The investment opportunity set is now broader than the Mag 7.

Watch out for tax drag when investing in foreign-domiciled ETFs
Markets
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Watch out for tax drag when investing in foreign-domiciled ETFs
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Some ETF structural differences can meaningfully affect investor outcomes despite shared core benefits.

Why dividend investors should be paying attention to banks and small caps
Markets
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Why dividend investors should be paying attention to banks and small caps
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HYLD’s outperformance has been due to an approach which could be described as ‘being boring’.

Nvidia earnings to highlight week ahead
Bassanese Bites
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Macro
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Markets
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Nvidia earnings to highlight week ahead
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Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.

Employment strength rules out Christmas miracle
Markets
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Employment strength rules out Christmas miracle
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A tight labour market report ends Christmas hopes for an RBA rate cut.

Betashares Australian ETF Review: October 2025
Markets
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Betashares Australian ETF Review: October 2025
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Australian ETF Industry sets new monthly inflow record at nearly $6 billion.

What's happening in bonds: November 2025
Markets
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What's happening in bonds: November 2025
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Could AI-driven bond issuance cause headwinds in credit markets?