Daily-Wrap

Macro Update:Living costs increased across all household groups in the twelve months to the December 2025 quarter, according to Australian Bureau of Statistics data, with annual rises ranging between 2.3% and 4.2% depending on spending patterns. Higher expenses for housing, food and non-alcoholic beverages, …

Macro Update:The Reserve Bank of Australia raised its cash rate to 3.85%, up from 3.6%, marking the first hike in over two years. The decision follows the shortest rate-cutting cycle in modern history and comes as annual inflation surged to 3.8%, above the 2–3% …

Macro Update:US President Donald Trump on Friday announced Kevin Warsh as the next Chair of the Federal Reserve, replacing Jerome Powell and bringing an end to an extended and contentious selection process that unfolded amid heightened scrutiny of the central bank. The decision concludes …

Macro Update:According to data released today by the Australian Bureau of Statistics, final demand (excluding exports) rose 0.8% in the December 2025 quarter and increased 3.5% over the past twelve months. Final demand measures price changes for goods and services consumed without further processing. …

Macro Update:Australia’s Consumer Price Index (CPI) rose 3.8% in the 12 months to December 2025, according to the Australian Bureau of Statistics (ABS). This compares with the annual CPI inflation of 3.4% in November 2025. The largest contributor to annual inflation in December was …

Macro Update:According to a report on Reuters, the Federal Reserve is widely expected to keep interest rates unchanged at this week’s meeting, amid heightened political and leadership uncertainty. The final months of Chair Jerome Powell’s term are unfolding alongside a criminal investigation, a potential …

Despite the modest ASX200 gain, more sectors ended lower than higher, with Information Technology leading the advance, up 3.83% and recovering from a recent five-day decline of 0.65%. Materials followed as the second-best performing sector, rising 1.44%. Over the past five sessions, the benchmark …