Economics and markets
3
July
2026
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min read
Fed chair Warsh wants balance sheet cuts, not rate hikes
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
New Fed Chair Kevin Warsh is favouring a quieter tool over rate hikes: letting the Fed's $6.7 trillion balance sheet shrink. Here's what that means for markets and government spending.
24
July
2026
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min read
Oil prices, interest rates and the ASX reporting season: what investors need to watch in 2026
Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk
Raymond Chan, Head of the Asian Desk at Morgans, joins SBS World News to unpack rising oil prices, US rate expectations, the return of the US dollar, and what to watch this ASX reporting season.
17
July
2026
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min read
Is Australia an Oil Export Country?
Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk
Raymond Chan, Head of the Asian Desk at Morgans, joins SBS Chinese to unpack Australia's oil paradox — why the country can be a crude oil exporter and a fuel importer at the same time.
13
July
2026
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min read
Investment Watch: Winter 2026 Outlook
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication delivering insights into equity strategy and economic trends. The Winter 2026 edition explores how the global economy enters Q3 2026 with the Iran conflict re-escalating, a reminder that the road to resolution is rarely straight. Markets have absorbed the renewed uncertainty better than many feared, reflecting the underlying resilience we have been backing all year.
7
July
2026
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min read
Why Brent Crude Could Climb Back to US$97 a Barrel
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Michael Knox argues that oil prices could rise significantly because the global oil market is becoming increasingly undersupplied following disruptions linked to the US-Iran conflict
25
June
2026
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min read
How Kevin Warsh Will Re-Invent the Fed
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Kevin Warsh outlines a bottom-up restructuring of the Federal Reserve, introducing five task forces and reshaping how the Fed approaches communication, data, and inflation.
24
June
2026
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min read
Why Falling Oil Prices Won’t Stop Australian Rate Hikes
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Why does the RBA look set to hike rates to 4.85% even as oil prices fall? It's not what the Treasurer says. We explain what's really driving inflation.
17
June
2026
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min read
In The Spotlight Tetratherix Ltd (ASX:TTX)
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Damon Kitney
Journalist
Tetratherix CEO Will Knox shares how his grandmother's cancer journey inspired a biomaterial platform set to treat 10 million patients worldwide.
17
May
2026
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min read
How Kevin Warsh Will Change the Fed
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Are rising US bond yields signalling higher inflation, or is the market overreacting? Here is what the data and our models are really telling us.
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