Macro & markets

Q3 GDP report hints at capacity constraints
Macro
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Markets
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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.

Market Trends: December 2025
Macro & markets
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Market Trends
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Market Trends: December 2025
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Global stocks ended November flat, but Australian shares lagged.

Was the ‘vibecession’ right all along?
Macro
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Markets
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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
Bassanese Bites
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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.

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...

What makes for a quality investment?
Markets
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What makes for a quality investment?
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The three metrics that define quality investing and why they matter for building long-term wealth.

Wit and wisdom from Warren Buffett’s right-hand man
Markets
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Wit and wisdom from Warren Buffett’s right-hand man
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Two years since Charlie Munger’s passing, revisit his timeless investing lessons.

Inflation tests
Bassanese Bites
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Macro
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Markets
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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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Markets
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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.