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Rolling disruption
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Macro
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Rolling disruption
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US stocks slipped last week while Australian shares rebounded.

SaaS-pocalypse
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Macro
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Markets
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SaaS-pocalypse
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Stocks slipped last week, reflecting US-Iran tensions, AI-related concerns and the RBA's first hike of...

RBA bares its teeth
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Macro & markets
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Markets
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RBA bares its teeth
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The RBA delivers its first rate hike in more than two years - and does...

RBA poised to strike
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Macro & markets
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Markets
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RBA poised to strike
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Although global stocks inched higher last week, all the action was in currency markets.

Trump tensions
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Macro
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Markets
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Trump tensions
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Markets are starting the year with one eye firmly placed on geopolitical tensions.

Diverging paths
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Macro
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Macro & markets
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Diverging paths
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Despite the third successive rate cut from the Fed, investors were more concerned over valuations.

Another hawkish cut?
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Macro
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Macro & markets
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Another hawkish cut?
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Markets are attaching an 88% chance to a rate cut at this week's Fed meeting.

Rate cut hopes
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Macro
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Macro & markets
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Rate cut hopes
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Q3 GDP in Australia headlines the week ahead.

Inflation tests
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Macro
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Inflation tests
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This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.

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Start your week with our Chief Economist David Bassanese’s Monday morning take on macro events and market movements.