Bassanese Bites: The Podcast

On this week's Bassanese Bites Podcast, David unpacks why global markets consolidated after their recent rebound, and whether growing expectations of a US Fed rate cut can keep sentiment afloat. David also explores how markets are digesting a potential Bank of Japan rate hike and why a strong jobs report on Thursday could add fuel to a growing fire that could cause the RBA to hike interest rates earlier in 2026 that people are currently expecting.

Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, GDP and geopolitics as well as what they mean for investors.

A dovish shift from key Fed officials fuelled a global risk rebound last week, even as US data pointed to weakening momentum outside the AI-driven boom. At home, firm data on the inflation front as well as key GDP puzzle pieces could complicate the RBA’s rate path.

This week, David reveals the macro signals investors should be watching - including a crucial inflation report which could dictate the Fed's last interest rate decision of the year, and whether the Q3 Australian GDP report will reinforce the RBA's concerns of an Australian economy with rising inflation and limited spare capacity.

Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, GDP and geopolitics as well as what they mean for investors.

Global markets fell last week despite another strong Nvidia earnings result, as investors struggled to interpret delayed economic data and its implications for interest rates. In this episode of Bassanese Bites, Betashares Chief Economist David Bassanese explains how upcoming US PCE inflation and Australia’s Monthly CPI could shape the RBA’s interest rate outlook and global markets.

Listen to Betashares Chief Economist David Bassanese's weekly wrap of the key stories in markets, economics and geopolitics now on your favourite podcast app.

After 44 days, the US government's latest shutdown has finally ended. But now that markets are regaining access to official economic data, there's trepidation about whether the September US jobs report and Nvidia's earnings might trip up what has been a strong bull market for investors. Listen to Betashares Chief Economist David Bassanese's weekly wrap of the key stories in markets, economics and geopolitics now on your favourite podcast app.

 

 

Global equities pulled back last week reflecting tech-related valuation concerns and comments from the CEOs of two Wall Street banks pointing to the risk of a correction at some stage in the coming year. Beneath the headlines and the lack of data, investors may be starting to question whether the AI trade has run its course. Meanwhile, last week's RBA interest rate decision has caused David to shift his view on when the next interest rate cuts might be seen in Australia. Listen to Betashares Chief Economist David Bassanese's weekly wrap of the key stories in markets, economics and geopolitics now on your favourite podcast app.

Global equities rose despite a 'hawkish cut' from the Fed. Meanwhile, following the hot Q3 CPI print, the RBA is widely expected to keep rates on hold on Melbourne Cup day. The bigger question may now be whether a February 2026 rate cut is also at risk. Listen to Betashares Chief Economist David Bassanese's weekly wrap of the key stories in markets, economics and geopolitics now on your favourite podcast app.

Global equities continued to rise last week, after US-China trade talks resumed and US inflation came in lower than expected. This week, Q3 CPI will be released in Australia while three major central banks - the Fed, the European Central Bank and the Bank of Japan - will all announce their latest interest rate decisions. Listen to Betashares Chief Economist David Bassanese's weekly wrap of the key stories in markets, economics and geopolitics now on your favourite podcast app.

Equities rebounded last week on easing US-China trade tensions. This week, all eyes are on RBA Governor Michele Bullock's address and what she may say following last week's surprise jump in unemployment. Listen to Betashares Chief Economist David Bassanese's weekly wrap of the key stories in markets, economics and geopolitics now on your favourite podcast app.