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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.

Nvidia earnings to highlight week ahead
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Macro
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Nvidia earnings to highlight week ahead
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Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.

RBA to hold rates tomorrow
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Macro
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Markets
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RBA to hold rates tomorrow
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Following the hot Q3 CPI print, the RBA is expected to keep rates on hold.

CPI and trade hopes
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Macro & markets
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CPI and trade hopes
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Q3 CPI will decide whether the RBA cuts interest rates next week.

RBA back in play
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Macro & markets
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RBA back in play
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A talk by RBA Governor Michele Bullock will be a focus this week.

All will be fine
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Macro & markets
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All will be fine
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Another Trump tariff announcement sends markets lower.

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