Markets News & Analysis
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Market Index Performance | September 2025
Our monthly update detailing the short- and long-term performance of major indices.
markets
Q4 2025 US stock market outlook: No margin for error
The market is walking a tightrope between an AI boom and an economic slowdown.
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The next 10 years for the big banks and harnessing AI momentum
Where investors should look for growth as banks won’t provide, and why we have a way to go with the AI boom.
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What investors need to know about a US government shutdown
Markets have tended to react to shutdowns as “mini crisis” events.
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What 7 key indicators are saying about the US market
When almost everything is trading at a high level, a measure of caution is warranted for investors.
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The Fed’s ‘difficult situation’: reading between the lines of the September dot plot
Inflation is sticky, but the labor market is cooling. How will the Fed handle rate cuts from here?
markets
Market Minute: ANZ’s $240m, Fed cuts rates
This week, Associate Portfolio Manager Ameya Hattangadi unpacks two major stories: ANZ’s $240 million penalty from ASIC, and the Federal Reserve’s latest rate cut amidst growing recession concerns.
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Fed cuts rates and signals more to come in 2025
Risks to the labor market point to easier monetary policy ahead.
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Is a half-point Fed interest rate cut on the table?
With the economy weakening but inflation sticky, markets see a small chance that the Fed will opt for a jumbo rate cut.
markets
Is the US economy headed for a recession?
A rapidly cooling job market is raising alarm bells for market watchers.
markets
Market Minute: US slowdown signals rate cuts, gold surges, Aussie bonds in focus
This week, Portfolio Manager Joel Grosvenor unpacks rising US unemployment and its impact on rate expectations, ahead of next week’s Federal Reserve meeting while gold hits new highs as investors seek safe-haven assets.
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Should Australia follow Trump’s new brand of capitalism?
A new brand of capitalism may be emerging - one where governments take equity in private companies. Is it state overreach, or a smarter way to fund public goods without raising taxes?
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