Latest Insights
Is AI in a bubble? A historical perspective
There seem to be three fundamental reasons why booms and busts occur.
Markets are attaching an 88% chance to a rate cut at this week's Fed meeting.
Q3 GDP report hints at capacity constraints
Q3 GDP may reduce not increase the chance of a rate cut from the RBA.
Market Trends: December 2025
Global stocks ended November flat, but Australian shares lagged.
Q3 GDP in Australia headlines the week ahead.
Disappointing inflation leaves the RBA's rate outlook in the balance
Today's CPI does little to ease fears that the recent lift in inflationary pressures will...
Inflation tests
This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.
Benign wages = no need for higher unemployment
Today’s result should not shift the needle significantly either way on interest rates.
Nvidia earnings to highlight week ahead
Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.