July 2026 Economic & Market Review – Capex, Earnings Growth and Australia’s Outperformance
Talking points
- Australia was the standout: The ASX 200 gained 2.26% in July, its fourth consecutive monthly rise, with easing inflation and reduced expectations of further RBA hikes underpinning the move. It was one of the world’s better-performing developed markets in July.
- The AI trade came under real pressure: The ASX 300 Information Technology sector fell
May 2026 Economic & Market Review – US Exceptionalism, RBA Tightening, and a Tale of Two Economies
Talking points
- Global share markets pushed higher again: Equities maintained strong momentum in May, supported by resilient earnings, an ongoing AI capex boom, easing energy prices and renewed risk appetite, with the MSCI World index up 5.1% in Australian dollar terms.
- US exceptionalism continues: The S&P 500 gained 5.2% in US dollar terms, with 84% of
April 2026 Economic & Market Review – Ceasefire Sparks a Rebound, Earnings Shine, and Inflation Pressures Build
Talking points
- A ceasefire turned sentiment around: An early-month ceasefire in the Iran War lifted hopes that the Strait of Hormuz would reopen, briefly pushing oil below US$100 a barrel and sparking a powerful relief rally across risk assets.
- US equities led a global rebound: In US dollar terms the S&P 500 rebounded 10.5%, while the
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Podcasts
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Financial red flags for a relationship – Episode 127
In this weeks episode, Pete Pennicott and Zac Masters from Pekada take a look at a few financial red flags for a relationship. They look at what these canListen Here -
Investing in a bear market – Episode 126
We’re back! On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They alsoListen Here -
Top 10 Financial Planning Jargon Terms – Episode 125
On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms.Listen Here