Bassanese Bites
Although global stocks inched higher last week, all the action was in currency markets.
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.
This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.
Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.
Following the hot Q3 CPI print, the RBA is expected to keep rates on hold.
Q3 CPI will decide whether the RBA cuts interest rates next week.
Subscribe to Bassanese Bites
Start your week with our Chief Economist David Bassanese’s Monday morning take on macro events and market movements.