Macro

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.

Q3 GDP report hints at capacity constraints
Macro
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Q3 GDP report hints at capacity constraints
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Q3 GDP may reduce not increase the chance of a rate cut from the RBA.

Was the ‘vibecession’ right all along?
Macro
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Was the ‘vibecession’ right all along?
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Deteriorating sentiment suggests a widening gap between economic performance and public experience.

Rate cut hopes
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Rate cut hopes
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Q3 GDP in Australia headlines the week ahead.

Disappointing inflation leaves the RBA's rate outlook in the balance
Macro
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Macro & markets
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Disappointing inflation leaves the RBA's rate outlook in the balance
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Today's CPI does little to ease fears that the recent lift in inflationary pressures will...

Inflation tests
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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.

Benign wages = no need for higher unemployment
Macro
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Benign wages = no need for higher unemployment
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Today’s result should not shift the needle significantly either way on interest rates.

Nvidia earnings to highlight week ahead
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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.