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Insights

Markets

Stay informed on the latest markets commentary from industry experts including Livewire, FirstLinks and Morningstar.

Latest insights

Markets without a margin for error

From US fiscal pressure to China's shifting growth model and Australia's structural constraints, markets are yet to reflect a less forgiving global investment landscape.
28 May 2026 3 min read

How proposed Budget changes could impact share investing

Find out how the proposed changes announced in the Federal Budget could impact the Australian sharemarket. Tom Piotrowski, nabtrade’s Head of Market Insights and Glen Bertram, Head of Asset Allocation & Portfolio Management at JBWere & NAB Private Wealth also discuss the recent spike in long-term bond yields and how to navigate market concentration risk.
25 May 2026 11 min watch

What to Watch - Week of 25 May 2026

Inflation is the name of the game locally this week, with April CPI figures hitting the wires. NAB is calling for a 4.4% headline and 3.4% trimmed mean figure. On the global stage, US PCE (Thurs) and the RBNZ (Thurs) is expected to hold rates steady at 2.25% and flag an earlier rate hike. Here’s what to watch in the week ahead.
25 May 2026 3 min read

Unconventional wisdom: The best and worst performing ASX shares

Does the Australian market follow the same pattern as the US market?
06 May 2026 4 min read

RBA May Meeting delivers another rate hike as anxiety about inflation and inflation expectations builds

As widely expected, the RBA hiked the cash rate by 25bps to 4.35%, in an 8-1 decision. After 75bps of hikes the Board described the overall policy setting as “…well placed to respond to developments”. However, with risk to inflation and inflation expectations still tilted to the upside, NAB notes the risk of further tightening cannot be fully discounted. Read the full report here.
05 May 2026 4 min read

What to Watch - Week of 4 May 2026

Focus this week locally is firmly fixed on the RBA, with NAB tipping a 25bps hike to interest rates to 4.35%. On the global stage, Chinese trade data and US non-farm payrolls lead a busy data week, while oil remains in focus as prices hover above the US$100 mark. Here’s what to watch in the week ahead.
04 May 2026 2 min read

Q1 CPI slightly softer than expected but more inflation to come in Q2 and Q3

First quarter inflation has come in slightly softer than expected but NAB flags the data is dated given the unfolding oil price shock amid the ongoing war in the Middle East. On the numbers, trimmed mean came in at 0.8% qoq (slightly softer than NAB consensus), taking the annual rate to 3.5%. Looking ahead, NAB continues to see a 25bps rate hike at the RBA’s next meeting and will then remain on hold until mid-to-late 2027. Read the full report here.
29 April 2026 3 min read

Finding value amid uncertainty

Discover investment opportunities to help navigate the volatility. Tom Piotrowski, nabtrade’s Head of Market Insights speaks with Glen Bertram, Head of Asset Allocation & Portfolio Management at JBWere about where to find value amid the uncertainty. They talk about how elevated geopolitical risk is structural, not transitory, and where investors can find solid returns in the current trading environment.
28 April 2026 20 min watch

What to Watch - Week of 27 April 2026

It will be a week ahead, with focus domestically firmly fixed on Q1 CPI released on Wednesday. NAB expects trimmed mean inflation of 0.9% qoq and 3.5% yoy. On the global stage, central banks are on watch with the BoJ, BoC, FOMC, ECB and BoE meeting, with all expected to keep rates on hold. Here’s what to watch in the week ahead.
28 April 2026 3 min read

Private Credit headwinds move onshore

As the conflict in the Middle East continues Yarra Capital Management warns for Australian private credit investors, the worst could be yet to come.
21 April 2026 3 min read

Why is Aussie inflation so stubborn?

Australian inflation remains sticky, which has seen the RBA to hike rates. However, Quay Global Investors says one source of inflation is re-accelerating, and history shows that monetary policy alone cannot quell demand for it.
21 April 2026 4 min read

The biggest oil shock in history. Why isn't the price higher?

While increases in oil prices are dominating media coverage of the turmoil in the Middle-East, Vertium Asset Management’s Jason Teh flags it is worth exploring why prices haven't gone up more.
16 April 2026 3 min read

9 key longer-term consequences of the US/Israeli war with Iran

AMP’s Dr Shane Oliver details how a fragile ceasefire hides rising inflation, weaker growth and lasting geopolitical shifts which he says are set to reshape markets and returns.
14 April 2026 4 min read

What to Watch - Week of 13 April 2026

Locally firm focus will be on March employment data (Thurs). NAB expects the unemployment rate to hold at 4.3% with some 25k jobs created in the month. On the global stage, the fall out from the failed US/Iran peace talks will be on watch. Read the full report here.
13 April 2026 3 min read

Sometimes the hardest thing to do… is to do nothing

Henry Jennings from Marcus Today says even with a resolution in the Middle East, every risk to markets won’t just disappear. The danger? In the wash up markets will go back to focusing on the underlying issues which have not been solved and now, could potentially be even more significant.
08 April 2026 4 min read

What to Watch - Week of 6 April 2026

It will be a quiet week locally following the Monday public holiday with focus on February household spending. Elsewhere the RBNZ meets (Weds) and inflation is in focus with CPI and PCE readings in the US and CPI in China. Read the full report here.
06 April 2026 3 min read

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