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25/07/2025

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Morning report 31/08/2026

Macro Monday: Is September set to be a Warsh v Bessent arm wrestle?

Two weeks ago, Scott Bessent emerged as one of the most interventionist US Treasury secretaries in decades, in an attempt to stem the increasing burden of the rise in US borrowing costs.

Weekend report 29/08/2026

Weekend Q&A: The ASX 200 manages to shrug off a Hot CPI – just!

The ASX 200 edged +0.37% higher last week courtesy of a strong close on Friday afternoon and another strong performance from the Materials sector (+2.5%). Earnings season remained broadly constructive, with estimated profit growth running at ~11%, although the improvement remains heavily concentrated in resources and energy, stripping those sectors out reduces growth to around ~5%. Financials have now fallen for three consecutive weeks amid housing and mortgage concerns, while Consumer Discretionary also struggled as higher rates and slowing housing activity weighed on earnings & sentiment following this week’s higher than expected CPI.