Macro & markets

80% of ETF investors plan to boost holdings in 2026
Markets
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80% of ETF investors plan to boost holdings in 2026
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ETF investors surge to 2.69 million as adoption rises across portfolios and demographics.

The wealth opportunity hiding in plain sight
Markets
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The wealth opportunity hiding in plain sight
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The companies building tomorrow's wealth might not be household names – yet.

Is AI in a bubble? A historical perspective
Markets
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Is AI in a bubble? A historical perspective
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There seem to be three fundamental reasons why booms and busts occur.

Another hawkish cut?
Bassanese Bites
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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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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...