Bassanese Bites
Stagflation stress
While markets are talking about rate cuts, the "S" word is also creeping into conversation.
Pondering payrolls
Australian GDP and US payrolls will be in focus this week.
Damascus conversion
US inflation will be a key focus this week.
Waiting for impact
FOMC minutes will be a market focus this week.
Tacos and Fed puts
Investors were keen to “buy the dip” in global equities last week.
Get set for August rate cut
Trump's tariff assault rolls on as second-tier economic data takes centre stage.
Art of the deal
The Q2 CPI and the US-Europe trade deal will be in focus this week.
Earnings support
Earnings and tariffs will remain in focus this week.
Crying wolf?
US inflation and tariffs will be a major focus this week.
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Start your week with our Chief Economist David Bassanese’s Monday morning take on macro events and market movements.