Macro & markets
Market Trends
Market Trends: September 2026
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Markets
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AI optimism and strong commodity prices shaped markets in August, while firmer rate-hike expectations pushed...
2 Sep 2026 |
David Bassanese
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Bassanese Bites
Hot CPI, cold GDP
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Macro & markets
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31 Aug 2026 |
David Bassanese
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Markets
How far could house prices fall?
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Why this housing cycle may differ from previous downturns.
26 Aug 2026 |
David Bassanese
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Markets
Navigating the evolving AI trade
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AI leadership is rotating as investors weigh capex discipline, demand and earnings durability.
25 Aug 2026 |
Hugh Lam
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Bassanese Bites
Bond market blues
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Macro & markets
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24 Aug 2026 |
David Bassanese
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Markets
The AI boom takes on the US consumer
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Why Nasdaq's Chief Economist believes the AI boom may be entering a new phase.
19 Aug 2026 |
Annabelle Dickson
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Markets
Why Australian bonds are standing apart
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AI capex still has the bond market’s attention.
19 Aug 2026 |
Chamath De Silva
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Bassanese Bites
Standoff
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Macro & markets
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17 Aug 2026 |
David Bassanese
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Markets
The Nasdaq 100’s growth streak rolls on
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12 Aug 2026 |
Betashares
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