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Where's the inflation?
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Macro & markets
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Where's the inflation?
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As markets await this week's PCED inflation read, everyone's asking where the tariff effects are.

Fed Accompli
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Macro & markets
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Fed Accompli
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The US Federal Reserve is widely expected to cut interest rates this week.

Stagflation stress
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Macro & markets
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Stagflation stress
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While markets are talking about rate cuts, the "S" word is also creeping into conversation.

Pondering payrolls
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Macro & markets
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Pondering payrolls
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Australian GDP and US payrolls will be in focus this week.

Damascus conversion
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Macro & markets
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Damascus conversion
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US inflation will be a key focus this week.

Waiting for impact
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Macro & markets
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Waiting for impact
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FOMC minutes will be a market focus this week.

Tacos and Fed puts
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Macro & markets
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Tacos and Fed puts
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Investors were keen to “buy the dip” in global equities last week.

Get set for August rate cut
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Macro & markets
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Get set for August rate cut
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Trump's tariff assault rolls on as second-tier economic data takes centre stage.

Art of the deal
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Macro & markets
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Art of the deal
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The Q2 CPI and the US-Europe trade deal will be in 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.