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SaaS-pocalypse
Stocks slipped last week, reflecting US-Iran tensions, AI-related concerns and the RBA's first hike of...
Although global stocks inched higher last week, all the action was in currency markets.
Trump tensions
Markets are starting the year with one eye firmly placed on geopolitical tensions.
Despite the third successive rate cut from the Fed, investors were more concerned over valuations.
Markets are attaching an 88% chance to a rate cut at this week's Fed meeting.
Q3 GDP in Australia headlines the week ahead.
Inflation tests
This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.
Nvidia earnings to highlight week ahead
Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.
RBA to hold rates tomorrow
Following the hot Q3 CPI print, the RBA is expected to keep rates on hold.
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