Latest Insights
Where's the inflation?
As markets await this week's PCED inflation read, everyone's asking where the tariff effects are.
Fed Accompli
The US Federal Reserve is widely expected to cut interest rates this week.
Stagflation stress
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
My base case remains that the RBA will cut rates in November 2025.
Market Trends: September 2025
Equities have moved higher thanks to progress on trade and good Q2 US earnings.
Pondering payrolls
Australian GDP and US payrolls will be in focus this week.
Shocker CPI crushes September cut hopes
Today’s monthly CPI report can only be described as an absolute shocker.
Damascus conversion
US inflation will be a key focus this week.
Waiting for impact
FOMC minutes will be a market focus this week.
