Economics and markets
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.
21
May
2026
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min read
Why the Brent Crude Oil Price May Rise to $147 a Barrel
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
In this update, Michael Knox takes a closer look at the forces driving Brent crude oil higher, and why ongoing geopolitical tensions could see prices push towards $147 per barrel before stabilising.
12
May
2026
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min read
Public Spending Surge Means Interest Rates Stay High
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
The latest RBA outlook shows something extraordinary: rates rise to 4.7% and never come back down through 2028. The driver? A sustained surge in public spending.
12
May
2026
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min read
Private Sector Recession, Public Sector BOOM
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Australia’s March CPI surprised to the upside, but underlying inflation remains stubbornly above target. With public‑sector inflation proving persistent and fuel prices pushing tradables higher, interest rates look set to rise further.
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