Markets News & Analysis
markets
13 charts on Q3’s tech-driven stock rally in the US
The Fed cut rates and stocks kept climbing in the quarter, even amid risk factors like high valuations and economic uncertainty.
markets
Will the US dollar keep falling?
A look at five key factors that could shape whether the dollar’s big 2025 decline will continue.
markets
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.
markets
Market Minute: Equity markets go higher despite US shutdown
This week, Portfolio Manager Vesna Peroska looks at how tech is driving emerging markets, and effects of the US government shutdown.
markets
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.
markets
What investors need to know about a US government shutdown
Markets have tended to react to shutdowns as “mini crisis” events.
markets
Market Minute: Fed cuts rates by 25 basis points, Nvidia invests in Intel and OpenAI, strong growth in emerging markets
This week, we’ve seen mixed results in global equities, with the Australian sharemarket pulling back despite strong results in the S&P500 and Japan’s Topix. Plus, big investments from Nvidia into Intel and OpenAI.
markets
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.
markets
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.
markets
Fed cuts rates and signals more to come in 2025
Risks to the labor market point to easier monetary policy ahead.
of 180
Viewing 1 to 16 of 2877