Macro & markets

What's Happening in Bonds: Long-term bonds still misbehaving
Markets
keyboard_arrow_down
What's happening in bonds?
keyboard_arrow_down
What's Happening in Bonds: Long-term bonds still misbehaving
keyboard_arrow_down

Long-term bonds now present a compelling opportunity to capitalise on a deteriorating US labour market.

Stagflation stress
Bassanese Bites
keyboard_arrow_down
Macro & markets
keyboard_arrow_down
Stagflation stress
keyboard_arrow_down

While markets are talking about rate cuts, the "S" word is also creeping into conversation.

Australia’s economy is slowly crawling out of its hole
Macro & markets
keyboard_arrow_down
Australia’s economy is slowly crawling out of its hole
keyboard_arrow_down

My base case remains that the RBA will cut rates in November 2025.

Staying ahead of the curve
Funds
keyboard_arrow_down
Investment ideas
keyboard_arrow_down
Markets
keyboard_arrow_down
Staying ahead of the curve
keyboard_arrow_down

As we enter H2 2025, bond markets find themselves at an interesting juncture.

Market Trends: September 2025
Macro & markets
keyboard_arrow_down
Market Trends
keyboard_arrow_down
Market Trends: September 2025
keyboard_arrow_down

Equities have moved higher thanks to progress on trade and good Q2 US earnings.

Pondering payrolls
Bassanese Bites
keyboard_arrow_down
Macro & markets
keyboard_arrow_down
Pondering payrolls
keyboard_arrow_down

Australian GDP and US payrolls will be in focus this week.

Shocker CPI crushes September cut hopes
Macro & markets
keyboard_arrow_down
Shocker CPI crushes September cut hopes
keyboard_arrow_down

Today’s monthly CPI report can only be described as an absolute shocker.

Charts of the month: August 2025
Charts of the month
keyboard_arrow_down
Markets
keyboard_arrow_down
Charts of the month: August 2025
keyboard_arrow_down

A wrap up of the charts catching our eye over the past month.

Where will the earnings come from in the Australian market?
Investment ideas
keyboard_arrow_down
Markets
keyboard_arrow_down
Where will the earnings come from in the Australian market?
keyboard_arrow_down

The ASX 200 is at record highs, but investors should consider the path forward.