Economics and markets
24
April
2026
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min read
Iran Oil Blockade: Why Oil Prices Could Stay High for Months
Michael Knox
Chief Economist and Director of Strategy
The Iran oil blockade is squeezing global energy markets, and Australian investors are feeling it through higher oil prices. Two questions matter: how long will the disruption last, and how far could prices run?
17
April
2026
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min read
Why Oil Prices Will Stay Higher Than Australia Expects
Michael Knox
Chief Economist and Director of Strategy
Inflation and rate hikes are back in focus, raising concerns about Australia’s economic outlook. Strong export prices and sustained energy demand suggest this cycle may play out differently.
10
April
2026
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min read
Why Elevated Oil Prices Levels May Last Longer Than Expected
Michael Knox
Chief Economist and Director of Strategy
Market optimism, low stock levels and Middle East supply risks are shaping a slower path down for oil prices than many expect.
2
April
2026
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min read
Investment Watch: Autumn 2026 Outlook
Andrew Tang
Equity Strategist
Investment Watch is a quarterly publication delivering insights into equity strategy and economic trends. The Autumn 2026 edition explores how investors can position portfolios amid shifting market conditions, unpacking key themes shaping asset allocation, equity markets and sector performance.
20
March
2026
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min read
Four RBA Rate Hikes for 2026? What the Latest Decision Signals
Michael Knox
Chief Economist and Director of Strategy
What the RBA’s latest decision reveals about inflation, capacity pressures and the path for interest rates next year.
13
March
2026
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min read
Trump's 11 Nuclear Reasons for the Iran War
Michael Knox
Chief Economist and Director of Strategy
The breakdown of negotiations between the United States and Iran revealed a single issue that the Trump administration could not ignore. Iran disclosed that it possessed enough 60 per cent enriched uranium to create 11 nuclear weapons.
7
February
2026
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min read
How Electricity Prices Could Push Australia’s Inflation Higher in 2026
Michael Knox
Chief Economist and Director of Strategy
Rising electricity costs may push Australia’s inflation and the cash rate to peak later in 2026 than expected. Learn how price pass‑through shapes CPI.
7
February
2026
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min read
How US Budget Deficits Are Driving Stronger Australian Export Prices
Michael Knox
Chief Economist and Director of Strategy
Australian export prices are rising, and new modelling shows US fiscal policy is a major driver. This article explains how large US budget deficits, a stronger American energy sector and current account trends are shaping Australia’s commodity outlook through to 2030.
7
February
2026
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min read
Kevin Warsh’s Plan to Lower Rates and the US Dollar Safely
Michael Knox
Chief Economist and Director of Strategy
Michael Knox explains how incoming Federal Reserve Chair nominee Kevin Warsh could lower the fed funds rate and weaken the US dollar without fuelling inflation. Warsh’s experience during the Global Financial Crisis shapes his belief that a long period of quantitative tightening can offset rate cuts and remove the moral hazard created by quantitative easing.
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