Australia
(ASX:CBA) profit of AUD 2.6 billion missed estimates, triggering rotation from banks as ASX 200 Financials fell 2.4%. Margin compression and higher funding costs highlight a maturing credit cycle as defensives (ASX:CSL), (ASX:WOW) gain.
Australia
Australia’s composite PMI climbed to 51.8, signaling renewed private-sector expansion as input costs ease and hiring strengthens. Equities rose, led by ASX:BHP and ASX:RIO, reflecting confidence that the RBA has reached peak tightening.
Australia
Australia’s consumer confidence climbed above 100 as the RBA’s tightening cycle ended, lifting AUDUSD=X and retail equities such as ASX:WOW, while easing bond yields signaled growing belief in a soft landing and sustainable disinflation.
Australia
The ASX 200 (AS51) held near 7,050 as AUDUSD=X traded around 0.66, showing investor rotation into resources amid tighter fiscal settings and the RBA’s steady policy stance as domestic consumption and retail sectors weaken.
Australia
RBA speech emphasizes tight labor, capacity with XJB and AUD/USD reflecting sustained policy vigilance and cautious growth support measures across sectors.
Australia
RBA holds rates at 3.60% as XRE and AU10Y reflect inflation surprises and measured policy stance maintaining growth and market stability.
Australia
Australia’s economy shows tight capacity with XJO and AU10Y signaling limited policy flexibility and elevated wage growth impacting consumption and investment dynamics.
Australia
ASX200 education and infrastructure tickers gain as Australia boosts university capacity by 4.1%, signaling structural investment in productivity and long-term GDP growth.
Australia
ASX200 and AUDUSD fall as net-zero uncertainty collides with MQG earnings slump, eroding foreign inflows and widening ACGB10Y spreads across Australian markets.
Australia
ASX200 renewable stocks and AUDUSD gain as major banks cut fossil exposure by A$9.96 bn, accelerating green-credit expansion and structural capital reallocation.
Australia
Core CPI (3.6%) and fiscal outlays (26.7% GDP) fuel the "Jimflation" debate. The RBA's 3.60% rate implicitly accommodates a mildly expansionary fiscal stance. Nuanced analysis shows service wage rigidity and housing supply, not just government spending, drive persistent inflation.
Australia
Australia macro: GDP 1.6% (2025), inflation 3.6%, and cash rate 3.60% signal a fragile equilibrium. High household debt (186% of income) restrains consumption (0.8% YoY), forcing the RBA to weigh easing amid soft growth vs. sticky service inflation (4.2%).