Economics and markets
30
March
2025
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min read
The Federal Budget Fallout
Michael Knox
Chief Economist and Director of Strategy
Michael explores the implications for future generations and whether the government's economic strategies are sustainable.
30
February
2025
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min read
Cash Rate Cut 25bps: The Easing Cycle Begins
Andrew Tang
Equity Strategist
The start of an easing cycle is upon us, but the path forward remains unclear, much like the post-pandemic economy.
12
January
2025
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min read
Unemployment, Inflation and the RBA
Michael Knox
Chief Economist and Director of Strategy
Michael Knox discusses the challenges the Reserve Bank of Australia (RBA) faces in cutting rates. He explores a model of Australian short-term interest rates, and how its components interact.
30
December
2024
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min read
Investment Watch: Summer 2025 Outlook
Andrew Tang
Equity Strategist
Investment Watch is a flagship product that brings together our analysts' view of economic and investment strategy themes, sector outlooks and best stock ideas for our clients.
19
November
2024
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min read
The DOGE Plan to Reform Government
Michael Knox
Chief Economist and Director of Strategy
We've discussed the US budget deficit and its rising debt. Now, we’ll revisit the issue and explore how Elon Musk and Vivek Ramaswamy are tackling it with their Department of Government Efficiency (DOGE).
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30
October
2024
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min read
US Wartime Stimulus in a Peacetime Economy
Michael Knox
Chief Economist and Director of Strategy
US Factory building boom keeps growth strong, but falling inflation means big Fed rate cuts still ahead.
30
October
2024
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min read
Investment Watch: Spring 2024 Outlook
Andrew Tang
Equity Strategist
Explore key trends and opportunities in the spring 2024 investment outlook to refine your portfolio.
30
October
2024
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min read
A New Up-Wave in Commodity Prices
Michael Knox
Chief Economist and Director of Strategy
Insights into the factors driving the recent surge in commodity prices and potential market effects.
30
September
2024
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min read
Financial Services: Key Stock Picks from Reporting Season
Richard Coles
Senior Analyst
Overall, it proved to be a strong reporting season across the board, with most company results meeting or beating expectations. Our focus remains on several standout picks: QBE, SUN, and CGF.
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