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Market Wraps
australian economy
Latest news and analysis on australian economy
Macro
March 03, 2026 06:00
Capex: AI boom evident
Australia's capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.
Damien Klassen
Nucleus Wealth
March 03, 2026 06:00
Macro
February 12, 2026 09:02
Government handouts boost the demand for housing
Investors are still driving the housing market, but government financial assistance has driven a surge in demand from first-time buyers.
Kieran Davies
Coolabah Capital
February 12, 2026 09:02
Investment Theme
February 09, 2026 06:00
Schroders' Sebastian Mullins on the "insane" gold rally, USD debasement and Australia's E-shaped economy
There's no rest for the wicked in markets these days, especially not multi-asset managers.
Tom Stelzer
Livewire Markets
February 09, 2026 06:00
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Macro
January 28, 2026 14:52
On track for a Feb RBA rate hike and a likely follow-up in May
Strong inflation continues to run above the RBA's forecast profile.
Kieran Davies
Coolabah Capital
January 28, 2026 14:52
Macro
December 17, 2025 16:12
Deficits and high spending still locked in
MYEFO delivered a modest deficit upgrade, but long-term spending pressures continue to cloud Australia’s fiscal outlook.
Shane Oliver
AMP
December 17, 2025 16:12
Livewire Christmas
December 16, 2025 06:00
An economist's take on the key macro signals to watch in 2026
AMP economist My Bui offers her thoughts on the outlook for the broader economy and the things to keep an eye on next year.
Tom Stelzer
Livewire Markets
December 16, 2025 06:00
Macro
December 10, 2025 10:05
2025 turned out pretty good, but what about 2026 – still at the bliss point?
This year has proven a good one for investors overall. Can we expect the same in 2026?
Shane Oliver
AMP
December 10, 2025 10:05
Asset Allocation
December 02, 2025 08:47
Morgan Stanley's 2026 outlook on the ASX 200, Aussie banks and rate cuts
Morgan Stanley gives its ASX 200 target, whether we get rate cuts in 2026 and the big themes for the Australian economy.
Tom Stelzer
Livewire Markets
December 02, 2025 08:47
Macro
November 14, 2025 17:16
The RBA worries it has misread the economy
High inflation in Q3 has seen the RBA worry that it has the wrong take on spare capacity in the economy, ruling out further rate cuts.
Kieran Davies
Coolabah Capital
November 14, 2025 17:16
Macro
November 03, 2025 14:38
The big RBA forecast miss on Q3 inflation
Inflation spiked in Q3, posting one of the largest ex-COVID increases in the inflation targeting era, well above the RBA's forecast.
Kieran Davies
Coolabah Capital
November 03, 2025 14:38
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Growth
"The knife has stuck": 5 ASX stocks Charlie Aitken is backing as fear grips small caps
Vishal Teckchandani,
Livewire Markets
Buy Hold Sell
Buy Hold Sell: 5 high-yielding ASX stocks paying above-market
dividends
James Marlay,
Livewire Markets
Alternatives
4 ETFs and 6 stocks for tougher markets: Where Morgans sees opportunity
Vishal Teckchandani,
Livewire Markets
Equities
Navigating the AI boom: Who we think is best placed to win
Tim Carleton,
Auscap Asset Management
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