Macro & markets

What's the hurry?
Bassanese Bites
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Macro & markets
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Markets
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What's the hurry?
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Trump’s tariff deadline and the RBA policy meeting are in focus this week.

Navigating an evolving threat landscape
Investment ideas
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Markets
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Navigating an evolving threat landscape
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Cybersecurity companies stand to be a key beneficiary in today's world.

Market Trends: June 2025
Macro & markets
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Market Trends
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Market Trends: June 2025
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Equities moved higher in June, helped by a quick containment of Middle East tensions.

NATO’s 5% commitment
Investment ideas
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Macro
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NATO’s 5% commitment
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Key takeaways and investment implications from NATO’s summit in The Hague.

Wet lettuce
Bassanese Bites
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Macro & markets
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Markets
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Wet lettuce
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US payrolls will be a focus this week.

Charts of the month: May 2025 – Birthday Edition
Markets
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Charts of the month: May 2025 – Birthday Edition
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In this special edition of Charts of the month, we celebrate the birthdays of some...

Three strikes and you're out
Bassanese Bites
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Macro & markets
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Markets
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Three strikes and you're out
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Fallout out from the US strike on Iran will be a major focus this week.

The US Federal Reserve remains comfortably committed to its wait-and-see approach
Macro & markets
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The US Federal Reserve remains comfortably committed to its wait-and-see approach
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The FOMC unanimously voted to keep interest rates unchanged for the fourth consecutive meeting.