Summary:
14 July – 18 July 2025
Exclusive Insights
- All That Glitters Might Be Silver: Why Silver Outshone Gold in 2025**
- India Demonstrates Resilience amid Global Volatility
- Global Financial Market Developments Shaping Australia’s Financial Conditions
- Australian National Accounts – State by State Analysis for 2024–25
- RBA Keeps Cash Rate Steady as Inflation Rears its Head
- Is the Global AI Capex Cycle Sustainable?
- RBA Assessment of the Economic Crosswinds
- Japanese Reboot – Market Reaction and Policy Blueprint
- US Government Shutdown: What does it mean for Investors?
News
- The 43-Day U.S. Government Shutdown: Economic & Market Impact
- U.S. Earnings Season – What’s Keeping Corporate America Awake at Night?
- US Q4 GDP misses expectations on lack of inventory building
- Sideways trend continues for Conf. Board sentiment index in January
- “Stable but sluggish”; business conditions, confidence improve in December
- Fewer headwinds ahead for US economy; leading index declines in December
- December Westpac-MI leading index “a clear improvement”
- Utilities, end of Boeing strike, boost US industrial output
- US Dec retail sales points to strong demand during fourth quarter
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Exclusive Insights
- All That Glitters Might Be Silver: Why Silver Outshone Gold in 2025**
- India Demonstrates Resilience amid Global Volatility
- Global Financial Market Developments Shaping Australia’s Financial Conditions
- Australian National Accounts – State by State Analysis for 2024–25
- RBA Keeps Cash Rate Steady as Inflation Rears its Head
- Is the Global AI Capex Cycle Sustainable?
- RBA Assessment of the Economic Crosswinds
- Japanese Reboot – Market Reaction and Policy Blueprint
- US Government Shutdown: What does it mean for Investors?
News
- The 43-Day U.S. Government Shutdown: Economic & Market Impact
- U.S. Earnings Season – What’s Keeping Corporate America Awake at Night?
- US Q4 GDP misses expectations on lack of inventory building
- Sideways trend continues for Conf. Board sentiment index in January
- “Stable but sluggish”; business conditions, confidence improve in December
- Fewer headwinds ahead for US economy; leading index declines in December
- December Westpac-MI leading index “a clear improvement”
- Utilities, end of Boeing strike, boost US industrial output
- US Dec retail sales points to strong demand during fourth quarter
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Regular updates resume on 6th January.
Wishing you a joyful festive season! 🎄✨