Economics and markets
30
December
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Investment Watch: Summer 2026 Outlook
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication delivering insights into equity strategy and economic trends. The Summer 2026 edition explores global and Australian growth outlooks, structural shifts in asset allocation, and highlights opportunities across AI, resources, property, and income strategies to help investors navigate volatility and prosper in the year ahead.
12
December
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Australian Economy Outlook 2026: Growth, Inflation & Rates
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Australia’s 2026 outlook: GDP 2.1% with inflation rebounding to 3.8%. RBA likely to hike in early 2026 while the Fed cuts. What it means for the dollar, commodities, and markets.
17
December
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
In The Spotlight: Maggie Beer Holdings Ltd (ASX:MBH)
.png){kind=small}
Damon Kitney
Journalist
Discover how Maggie Beer Holdings overcame challenges, boosted share price, and plans for growth while preserving its artisanal values.
17
November
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
In The Spotlight: Fleetwood Ltd (ASX: FWD)
Damon Kitney
Journalist
Discover Bruce Nicholson's journey as Fleetwood CEO, from engineering roots to leading ASX:FWD's turnaround in modular construction Australia. Explore trends in prefab buildings, ESG benefits, and investment opportunities with Morgans Financial advice.
12
November
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Why The US Has Higher Productivity
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
A detailed comparison of US productivity and global growth forecasts, highlighting key differences with Australia.
30
October
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Investment Watch: Spring 2025 Outlook
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication offering insights into equity and economic strategy. This edition explores expected interest rate trends, their impact on asset allocation, and highlights key Australian sectors and tactical opportunities.
12
October
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
RBA Rate Expectations & Market Outlook
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Michael Knox outlines his expectations for the RBA’s next move, suggesting a final rate cut to 3.35% could occur by year-end—if trimmed mean inflation falls to 2.5% in the October quarterly statement.
20
September
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
A Comparative Outlook on the Fed and RBA
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
In recent days, several people have asked for my updated view on the Federal Reserve and the Fed funds rate, as well as the outlook for the Australian cash rate. I thought I’d walk through our model for the Fed funds rate and explain our approach to the RBA’s cash rate.
12
September
2025
This is some text inside of a div block.
This is some text inside of a div block.
min read
Stablecoins & Crypto: What Drives Bitcoin and Ether?
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
The Wall Street Journal of 21 August 2025 carried an article which noted that Ether, a cryptocurrency long overshadowed by Bitcoin has surged in price in August
Preferences
Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website.
