Latest Insights
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...
CPI and trade hopes
Q3 CPI will decide whether the RBA cuts interest rates next week.
RBA back in play
A talk by RBA Governor Michele Bullock will be a focus this week.
Jump in unemployment opens door for November RBA rate cut
Australian unemployment jumps to 4.5% in September, surprising markets.