Economics and markets
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22
October
2026
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min read
Where high Australian interest rates really come from
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
The RBA says demand is too high, but whose demand? Michael Knox looks at the IMF’s latest deficit estimates and what rising government spending means for interest rates.
20
October
2026
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min read
Investment Watch: Spring 2026 outlook
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication that delves into key insights for equity and economic strategy. This edition arrives as markets enter the final quarter of 2026 facing higher interest rates for longer. Renewed tension in the Middle East has pushed energy prices back up, and the RBA and US Federal Reserve have both responded by raising rates.
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14
October
2026
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min read
Rack to the Future - How the US data centre boom is reshaping markets
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
What does the AI boom mean for investors? In this presentation, Michael Knox explores the extraordinary scale of US data centre investment and its impact on economic growth, corporate earnings and equity market valuations. Discover why the data centre buildout is driving the US economy, what it means for the S&P 500, and how Australian investors may benefit from the ripple effects of this historic investment cycle.
30
September
2026
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min read
Why the RBA Isn't Blaming the Middle East for Inflation
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Following the latest RBA meeting, Governor Michelle Bullock reinforced the Bank's focus on excess demand, labour market conditions and productivity, while suggesting current financial conditions are restrictive enough to return inflation to target.
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30
September
2026
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min read
Hours Worked, Growth Slowing: What the Numbers Tell Us
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
A simple measure of hours worked can provide valuable insights into GDP growth. We examine why the Australian economy is slowing, what recent labour force data reveals, and the implications for interest rates.
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25
September
2026
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min read
When Will The RBA Hike Rates?
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Michael Knox examines the latest inflation data, comments from the RBA, and what economic models suggest for the future path of Australian interest rates.
18
September
2026
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min read
Fed Surprise: High Growth, Low Rate
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
The Fed's latest projections point to solid growth, falling inflation and a rate cycle near its peak. Here's what the US interest rate outlook means for investors.
24
September
2026
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min read
Why US credit spreads move Australian shares
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
The Baa spread, a measure of US credit liquidity first described by Friedman and Schwartz, sits at 1.4%. Our model suggests it influences the ASX200 more than Australian earnings or bond yields.
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4
August
2026
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min read
Warsh Gets Tough on Inflation at Jackson Hole
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Kevin Warsh used his Jackson Hole address to flag rising inflation pressure and a private-purchases measure running hotter than headline GDP.
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