Macro & markets

Shocker CPI crushes September cut hopes
Macro & markets
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Shocker CPI crushes September cut hopes
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Today’s monthly CPI report can only be described as an absolute shocker.

Charts of the month: August 2025
Charts of the month
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Markets
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Charts of the month: August 2025
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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
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Markets
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Where will the earnings come from in the Australian market?
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The ASX 200 is at record highs, but investors should consider the path forward.

Damascus conversion
Bassanese Bites
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Macro & markets
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Damascus conversion
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US inflation will be a key focus this week.

Who’s in the driver’s seat: The US government or US corporates?
Markets
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Who’s in the driver’s seat: The US government or US corporates?
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We break down the key US equity drivers into two camps: short-term and long-term drivers.

What's Happening in Bonds: August 2025
Markets
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What's happening in bonds?
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What's Happening in Bonds: August 2025
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Bond markets await the real signal: whether economic conditions will warrant aggressive policy easing.

Waiting for impact
Bassanese Bites
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Macro & markets
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Waiting for impact
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FOMC minutes will be a market focus this week.

Capturing growth and income from international equities
Funds
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Investment ideas
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Markets
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Capturing growth and income from international equities
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Companies that consistently grow dividends often signal confidence in their future operational strength.

Australian economic outlook in FY26
Macro & markets
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Australian economic outlook in FY26
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Australia has entered FY26 with cautious optimism – but household spending remains a wild card.