Macro & markets

Southern route
Bassanese Bites
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 ,  Macro & markets
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Southern route
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Iran reasserts control of the Strait, AI gets a second wind on two big Asian...

13 Jul 2026 | David Bassanese
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Betashares Q2 2026 Equity Commentary and Outlook: 3, 2, 1
Equity Markets Quarterly
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 ,  Markets
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Betashares Q2 2026 Equity Commentary and Outlook: 3, 2, 1
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8 Jul 2026 | Tom Wickenden
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Australian Equities Factor Dashboard: Q2 2026
Markets
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Australian Equities Factor Dashboard: Q2 2026
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8 Jul 2026 | Thong Nguyen
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Market Trends: July 2026
Markets
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Market Trends: July 2026
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8 Jul 2026 | David Bassanese
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Housing blues
Bassanese Bites
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Housing blues
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6 Jul 2026 | David Bassanese
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Charts of the month – June 2026
Macro & markets
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Charts of the month – June 2026
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Markets extended gains through the first half of 2026 despite Middle East tensions, but will...

1 Jul 2026 | Hugh Lam
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Chip wreck
Bassanese Bites
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 ,  Macro & markets
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Chip wreck
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29 Jun 2026 | David Bassanese
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A new Fed chair and what it means
Macro & markets
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A new Fed chair and what it means
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A regime change at the Fed: what Kevin Warsh's first FOMC meeting, and the five...

24 Jun 2026 | Chamath De Silva
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Hawkish hold
Bassanese Bites
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 ,  Macro & markets
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Hawkish hold
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22 Jun 2026 | David Bassanese
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