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Insights

Markets

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

Latest insights

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

Global market volatility and the outlook for the Australian economy

NAB Chief Economist Sally Auld and JBWere’s Head of Asset Allocation and Portfolio Management, Glen Bertram speak with nabtrade’s Tom Piotrowski about the recent sharemarket volatility and the implications for the Australian economy. The trio discuss how the oil crisis is expected to impact economic growth and inflation locally, as well as how AI stocks and private credit funds have performed under the changing market conditions.
02 April 2026 20 min watch

The politics of oil: why Australia is paying the price

The 2026 Hormuz crisis is a story of major powers protecting their own oil supply. But Vertium Asset Management says Australia is left to absorb the consequences.
31 March 2026 3 min read

NAB Business Survey - Q1 2026: Conditions and Confidence down in Q1

Business confidence and conditions were weak in Q1 with NAB’s latest Business Survey showing confidence fell to -4 index points, touching its lowest level since December 2024, while conditions slipped 1pt to 7 index points. Under the hood, other forward-looking indicators were slightly more positive, however NAB has flagged wage costs remain the biggest issue affecting confidence. Read the full report here.
26 March 2026 3 min read

The Case for Staying the Course in Credit

As global markets continue to face volatility, Yarra Capital Management is reminded of a prescient quote from Russian revolutionary and president Vladmir Lenin: “There are decades where nothing happens and there are weeks where decades happen.” Is this one of those periods where decades indeed happen?
26 March 2026 3 min read

The thin line between investing and gambling

Firstlinks’ Mark LaMonica says prediction markets are blurring the line between investing and speculation, adding savvy investors can profit from this trend by heeding the advice of famed investor, Benjamin Graham.
25 March 2026 3 min read

What to Watch - Week of 23 March 2026

Inflation is the name of the game this week here at home. NAB expects headline inflation at 3.8% yoy and trimmed mean at 3.4%, though the data pre-dates the Middle East conflict. Globally, focus will remain on geopolitical risks, with G7 ministers meeting to talk on the ongoing unrest in the Middle East. Read the full plus forecasts here.
23 March 2026 2 min read

Why the software sell-off doesn’t tell the whole story

The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. Here, Neuberger Berman details what this might mean for software equity investors, credit investors and lenders.
19 March 2026 2 min read

The three big events impacting markets today

Ophir Asset Management expects to see a continuation of equity market participation, with more stocks outperforming, including small-caps.
19 March 2026 3 min read

RBA means business

The RBA has hiked the cash rate for a second straight month, up 25 bps to 4.1%, a 10-month high. The central bank says higher borrowing costs were needed to contain inflation, though a very tight vote suggested further tightening would be a close call. NAB continues to expect another hike in May. Read the full report here.
17 March 2026 4 min read

What to Watch - Week of 16 March 2026

It’s a central bank bonanza this week with local focus firmly fixed on the RBA. NAB tipping the central bank to raise rates 25bps taking the cash rate to 4.1%. Internationally, the FOMC (Weds), BoE (Thurs), ECB (Thurs), BoJ (Fri) and BoC (Weds). The Iran conflict is not likely to shift the decisions this week but differing starting points and energy exposures matter. Read the full report plus forecasts here.
16 March 2026 2 min read

Markets priced for perfection amidst a storm brewing

Janus Henderson’s Jay Sivapalan says investor complacency is masking growing credit vulnerabilities, making disciplined downside protection essential.
13 March 2026 3 min read

Monetary Policy Update - NAB now expect hikes in March and May

March is now LIVE. With more upside pressure on inflation, NAB now sees the RBA hiking rates in both March and May to a peak of 4.35%. Much will depend on oil prices and domestic data flow, with NAB expecting a gradual easing back towards neutral levels from H2 2027. Read the full report here.
12 March 2026 2 min read

What to Watch - Week of 9 March 2026

With war in the Middle East heating up, there’s a huge amount for investors to be aware of. We look ahead to Nab’s Business Survey and US inflation data in the coming week.
08 March 2026 2 min read

Energy Prices – Implications for CPI, Growth and Policy

The situation in the Middle East means energy prices are higher. Australia is a net energy exporter, but higher oil and oil-derivative import prices affect Australian inflation quickly and broadly. Nab Economics break down what this could mean for inflation, the economy and the RBA.
08 March 2026 2 min read

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