Macro

Middle East flashpoint
Bassanese Bites
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Macro
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Markets
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Middle East flashpoint
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Oil and gold prices will be in focus following strikes on Iran initiated by the...

Revenue leak
Bassanese Bites
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Macro
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Markets
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Revenue leak
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US and Australian stocks rebounded a touch last week.

US Supreme Court decision risks re-stoking global trade tensions
Macro
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Markets
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US Supreme Court decision risks re-stoking global trade tensions
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The US Supreme Court’s ruling has effectively dealt a body blow to Trump’s tariff strategy.

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

SaaS-pocalypse
Bassanese Bites
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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...

Game, set & match: RBA to hike in February
Macro
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Macro & markets
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Game, set & match: RBA to hike in February
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The RBA has little choice but to throttle back current economic momentum.

Trump tensions
Bassanese Bites
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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.

Betashares Q4 2025 Equity Commentary and Outlook: 3, 2, 1
Macro
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Markets
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Betashares Q4 2025 Equity Commentary and Outlook: 3, 2, 1
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We unpack ASX 200’s muted Q4, ex-US strength, and central bank policy divergence ahead.

Economic & Market Outlook: H1 2026
Macro
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Market Trends
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Markets
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Economic & Market Outlook: H1 2026
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A wrap of the 2025 economic year as well as my expectations for 2026.