Latest Insights
Inflation tests
This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.
Benign wages = no need for higher unemployment
Today’s result should not shift the needle significantly either way on interest rates.
Nvidia earnings to highlight week ahead
Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.
Employment strength rules out Christmas miracle
A tight labour market report ends Christmas hopes for an RBA rate cut.
Valuation jitters
Is AI providing all the ingredients of a classic stock market bubble?
Market Trends: November 2025
Global equities hit another all-time high last month.
RBA less hawkish than feared
But the Q3 inflation print suggests further rate cuts are not guaranteed anymore.
RBA to hold rates tomorrow
Following the hot Q3 CPI print, the RBA is expected to keep rates on hold.
Melbourne Cup Day rate cut a late scratching
A hot inflation print ends a November rate cut - and puts February 2026 in...